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Wednesday, April 18

18th Apr - Morning Briefings

The morning briefings are here. For US close regular links and articles, see last night's Rally on what?, for a list of names to follow, see Twitter List and for even more articles see yesterday's US market open linkfest Dam the Flows?

 

News roundup – Between The Hedges
News roundup – The Trader
Emerging London Headlines – beyondbrics / FT
The 6am Cut London – alphaville / FT
Press digests by Reuters: FT, WSJ, NYT

Relief on well-received bills auction in Spain and strong Q1 earnings reports in the US  – stock market higher and JPY weaker. New home prices in China continued to decline in March. Main focus today is on Riksbank  interest rate announcement, minutes from Bank of England and Q1 earnings reports.

Morning BriefingBNYMellon
The implications of recent activity in the CHF market: the SNB might find itself having to make good on its promise to buy foreign currency to enforce the policy at some point in the near future. This, in turn, will raise the key question of what the central bank will do with its fresh reserves...this suggests that yet another surge in demand for northern European “safe-haven” assets could emerge in the not too distant future. 

Market PreviewSaxo Bank
Focus on BoE minutes. With Asian markets trading firmer Monday, European markets are likely to extend their previous session gains and open in the green as the IMF hiked its global economic growth outlook for 2012 and 2013.

Debt crisis: live – The Telegraph
Europe Crisis Tracker – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank