2nd Apr - Still bullish #4059

EUROPE

Ferdinando Giugliano: Europe's Banking Union is Under Attack – BB

Populists and economic nationalists aren't the only ones to blame. Supervisors need to be more transparent, too.

UNITED STATES

Tim Duy: The Fed Might Still Blunder Into a Recession – BB

To keep this economic expansion alive, policy makers need to be prepared to cut rates before the data makes a hard turn south.

OTHER

What Are Fat Fingers and Why Don’t They Go Away? – BB

Analysts expect China to cut bank reserve ratios soon – Reuters

China PMIs jump in March – Pictet

Industrial gauges rebound on seasonality as well as policy easing.

WTO warns of ‘strong headwinds’ in global trade – FT

Economists forecast growth of just 2.6% this year as US-China spat and volatility bite

REGULARS

Five Things to Start Your Day Asia – BB

Eco Day Asia – BB

Asia Easing Bets, Brexit Deadlock, Australian Splurge * Borrowing costs set to fall across Asia Pacific, swaps show * Europe entrenches position as weak link in global economy

Five Things to Start Your Day Europe – BB

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT

A clash of the EU’s titans over China - Peter Altmaier tells Margrethe Vestager to rewrite competition rule book

Brussels Edition – BB

Brussels Playbook – Politico

Plane trouble — Brussels vs. rule of law breakers — Sorry, not sorry

Danske Daily – Danske Bank

New growth optimism, but certainly not in the Euro zone

Eco Day Europe – BB

Draghi Multitasking, Greece Repayment, U.K. Sees Slump * Ex-Chinese central bank official warns of asset bubbles * RBA stays on sidelines awaiting impact from fiscal injection

Daily Market Comment – Marc Chandler

Five Things to Start Your Day US – BB

US Open Rundown – RANsquawk

US Open – ZH

Stock Rally Fizzles As Dollar Jumps, Bond Yields Resume Slide

Eco Day US – BB

Trade Outlook Slashed, Europe Talks Delay, Next Error * Tariff war will hammer global trade growth this year, WTO says * EU-U.S. trade talks said to face delay, risking Trump ire

FINNISH

Aamukatsaus – Nordea

USA:n teollisuuden luottamus toipui odotuksia enemmän | Brexit edelleen umpisolmussa, euroalueen hintapaineet yhä heikkoja | USA:n korot reippaassa nousussa