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EUROPE
EUROPEAN CENTRAL BANK
Results of the April 2017 euro area
bank lending survey – ECB
ECB Meeting Comes at a Precarious
Time for Markets – BB
How a Macron Presidency Could Bring
About ECB Tapering – WSJ
No ECB shift in April – ABN
AMRO
Bank lending gives no ground for ECB
to change stance – Pictet
FRANCE ELECTIONS
No French revolution – ABN
AMRO
The market implications of the French
vote – BlackRock
Why Macron is a risky bet for France
and for Europe – Edward
Harrison
Will Macron Be Able to Run France? – WSJ
UNITED STATES
Trump Orders Plan to Cut Corporate Tax Rate to 15% - WSJ
Trump Orders Plan to Cut Corporate Tax Rate to 15% - WSJ
Trump tax push raises
questions about scope of his 'reform' – Reuters
Trump's push to fund
wall may be delayed as government shutdown looms – Reuters
OTHER
Your
Trump Trade reversals, charted – FT
"This
Week Has Been A Gap Repricing Without Any Price Discovery" – ZH
China's
Hidden Debt Stirs Investor Angst as Defaults Rise – BB
China
Markets Reel as $1.7 Trillion in Shadow Funds Unwinds – BB
REGULARS
Morning Report APAC – TF
As the dust settles on the French elections the markets will be looking
at more purely economic types of events - namely US corporate earnings and the
US President Donald Trump's bid to cut US corporate and individual taxes to the
bone - and there's USD GDP at the end of the week...|
FirstFT – FT
National Front leader Le Pen takes a break as head of the party
WSJ City – WSJ
French Vote Sparks ECB Taper Talk, European Stocks Aren’t as Cheap as
They Look
Danske Daily – Danske Bank
Eye-Opener – Nordea
French election result is the key driver * Swedish unemployment numbers
and US consumer confidence * French election results drove markets * Scandi
currencies benefitted from increased risk sentiment.
Morning Markets – TF
The good vibes from the outcome of France's first-round presidential
ballot at the weekend propelled US stocks higher overnight and kept Asian
bourses advancing on Tuesday. The euro eased off five-month highs hit with help
from Sunday's election victory for the French centrist candidate Macron.
From the Floor – TF
EURUSD may have been unable to maintain momentum after rising more than
2% on Monday, but the indices spiral higher has probably got some way to go on
the back of a seemingly inevitable Emmanuel Macron win in France. Meanwhile,
the Trump trade could rear its head again.
Daily Market Comment – Marc Chandler
Euro Consolidates Gains, Bond Market Sell-Off Continues
Brussels Playbook – Politico
Five Things You Need to
Know to Start Your Day – BB
10 things you need to
know before the opening bell – BI
US Open – ZH
World Stocks Hit All Time High, S&P Futures Rise To Within 1% Of
Record
Frontrunning – ZH
FX Update – TF
So far the French election has brought only a one-off adjustment in the
euro while anticipation of the US president’s next moves are now grabbing the
market’s full attention as Donald Trump’s first 100 days in office reach
completion.
FINNISH
Aamukatsaus – Nordea
USA:n kuluttajaluottamus laskussa, mutta edelleen vahva *
Euroopan markkinoilla nähtiin eilen laaja-alainen helpotuksen huokaus * Saksan
huhtikuun talouselämän luottamusindeksi IFO oli odotettua vahvempi * EKP
julkaisee tänään luotonantoa koskeva kyselynsä