EUROPE
Eurozone: The
closing window of opportunity – ING
Latest
reports from Germany show that the so-called window of opportunity to further
Eurozone reform is closing quickly. Maybe it's already closed, even before it
was really open
Münchau: Germany is frustrating Emmanuel Macron’s grand ambitions – FT
The reality is that
Paris and Berlin are no longer natural allies
Gavyn Davies: The mystery of the eurozone
slowdown – FT
After spurt last year
the economy has suddenly fallen behind the rest of the world
Mervyn King: Where Does the ECB Go From Here? – BB
Europe's central bank is
an unavoidably political organization.
Bershidsky: Hungary's Orban Isn't Another Putin – BB
He uses far more
sophisticated methods of building power than the Russian strongman.
UNITED STATES
US Economic Comment – Daiwa
Inflation: tame in
March, but still trending higher * Budget deficit: troubling on the surface;
worse than it looks
Retail Sales Rebound In
March As Autos Jump – ZH
U.S. Retail Sales
Rebound in Sign Consumer Weakness Fading – BB
U.S. Homebuilder Sentiment
Declined in April for a Fourth Month – BB
MARKETS / OTHER
SocGen:
"Low Vol Is Gone And This Changes Everything" – ZH
Morgan Stanley: "This Will Not Be The Wipeout Scenario That Permabears
Have Been Warning About For 8 Years" – ZH
Goldman: Here Are Two
More Reasons To Dump Tech Stocks – ZH
Robert Burgess: Stop
Saying Volatility Is a Bad Thing – BB
Under these more normal conditions, active stock-pickers are outperforming
passive exchange-traded funds.
How Did the Big
Four Auditors Get $17 Billion in Revenue Growth? – WSJ
Consulting
is now a cash cow for accounting firms, raising concerns about conflicts of
interest
10% Of US Facebook
Users Deleted Their Accounts Over Scandal – ZH
REGULARS
FirstFT Daily Briefing – FT
Sorrell’s departure, Wizard of Oz’s return, Commonwealth meeting
WSJ City – WSJ
Martin Sorrell’s Tough Choice, Currency Volatility Spooks Investors, UK
Stock Market Becomes a Haven
WSJ Economics – WSJ
Fed No Longer Worries About Deflation | Currency Market Jitters | Idaho’s
Growing Pains
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
Market Struggles for Direction
Brussels Playbook – Politico
Syria talk — Turkey visit — MEPs’ ‘fake’ observation missions
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
US Futures Rally As Syria Fear Turns To Relief
FINNISH
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