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Tuesday, April 17

Apr 17th - Still bullish, IMF's outlook




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EUROPE

Merkel Commits to a Bold New Europe, Just Not in the Euro AreaBB
German CDU, SPD caucus leaders squabble over reform commitment * German chancellor cites need for treaty change to her caucus

German unions, employers reach breakthrough in public sector wage talks Reuters


MARKETS / OTHER
FX Forecast UpdateDanske Bank
EUR/USD to slide near term, but next big move is higher

Majority Of Investors Starting To Cash Out, Convinced Market Peaks In Second Half ZH

Goldman: The Only Two Times We've Seen A Market Like This Was The Cuban Missile Crisis And The 1987 Crash ZH

The decline in manufacturing, chartedFT

  IMF OUTLOOK
IMF Spots Trouble Ahead for the Global Economy After 2020BB
Fund keeps forecast unchanged but warns world growth will slow * ‘First shots’ fired in potential trade war, Obstfeld says

Jason Schenker: IMF's Rosy Outlook Contains a Caveat for InvestorsBB
The report suggests the economic growth outlook, commodity prices and equity markets are all at risk of dropping.

The Party Is Ending: IMF Warns The Coming Risks Are "Clearly To The Downside"ZH


REGULARS
FirstFT Daily BriefingFT
WPP dogs unleashed, Wizard of Oz returns, Venezuela’s refugees

WSJ CityWSJ
WPP Looks to Fill the Gap, Netflix Beats Expectations, US Looks to New Front in Trade Spat

WSJ EconomicsWSJ
Trade Tensions Escalate (Again) | China’s Economy Advances | Employers Turn to Teens

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Dollar Recovers from Further Selling as Turnaround Tuesday Unfolds

Brussels PlaybookPolitico
Macron in Strasbourg — Security matters — Trump’s shadow

Five Things You Need to Know to Start Your DayBB
 
US Open ZH
US Futures Surge; Confused Dollar Stumbles Then Spikes Higher