EUROPE
How much room for
a euro fiscal stimulus? – ABN
AMRO
Eurozone
has ‘fiscal space’ of up to 1.7% GDP
Germany’s Postwar
Prosperity Is on the Verge of Reversal – BB
And
no one—including the nation’s formidable banking and auto industries—is ready
for it.
What a Deutsche
Bank Merger Could Mean for Germany – BB
A
deal with Commerzbank could be a solution, but it could also make things a lot
messier.
Can Annegret
Kramp-Karrenbauer Save Europe? – BB
She’s
likely to be Germany’s next chancellor. She just has to step out of Angela
Merkel’s shadow.
OTHER
Perspectives
April/May: The Year of the Doves – Pictet
With
all major central banks now having turned dovish, we can expect the continuation
of ultra-low global interest rates in 2019. This is a relief for markets, which
have already rallied in response. The greater concern is whether global growth
can make a comeback.
El-Erian: What the
Data Say About China and the Global Economy – BB
Short-term
improvements don’t warrant long-term optimism.
REGULARS
Five Things to
Start Your Day Asia
– BB
Eco Day Asia – BB
Global
Soft Landing, Trump Attacks Fed, Goldman on 2020 * Draghi, in rare move,
expresses concern about Fed independence * Argentina’s famous vineyards are
riding out the economic gloom
Five Things to
Start Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Edition – BB
Brussels Playbook – Politico
Out
in Finland — Big in Austria — Splashy in France
Danske Daily – Danske
Bank
Risk-on
sentiment is back in the markets
Eco Day Europe – BB
Global
Soft Landing, Trump Bashes Fed, Argentina's Wine * Policy makers mix concern
with optimism over economic outlook * Draghi, in rare move, expresses concern
about Fed independence
Daily Market
Comment
– Marc
Chandler
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Global
Stocks Hit 6 Month High On, Drumroll, Renewed "Trade Talk Optimism"
Eco Day US – BB
IMF
Sentiment, Fed Rethink, Poloz Abandons BOC Bias * Policy makers mix concern
with optimism over economic outlook * Federal Reserve considers success of its
employment mandate
FINNISH
Aamukatsaus – Nordea
SDP nousi eduskuntavaaleissa niukasti suurimmaksi
puolueeksi, oppositiopuolueille vaalivoittoja | Sijoittajat seuraavat
mielenkiinnolla Kiinan alkuvuoden BKT-lukuja keskiviikkona | Päättyykö
euroalueen teollisuuden ostopäällikköindeksin lasku?