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Monday, April 10

10th Apr - Quiet

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Wolfgang Münchau: Euro exit for Italy or France would be a trauma – FT
Annual Report 2016 – ECB
Macro Monday: It's all in the Fed's balance sheet – TF
Boring Equity Action Masks "Devastating Eurodollar Unwinds" After Dudley Speech – ZH
With 125 Ph.D.s in 15 Countries, a Quant ‘Alpha Factory’ Hunts for Investing Edge – WSJ
Not a Dot-Com Bubble, Not 2007, but a Nasty Mix of Both – WSJ
World Economic Outlook, April 2017 – IMF

Morning Report APACTF
Asian equities appear to have weathered both the geopolitical storm of the air attacks of last week and the not-so- solid payroll numbers coming out of the US.|
They were mostly positive in early trading this morning



Danske DailyDanske Bank

Inflation prints from Denmark and Norway today * Weak NFP number sent rates and USD lower, but it ended higher on Dudley remarks * Inflation prints to play key role for Nordic currencies

Morning MarketsTF
Emotions are still raw after the missile strike against the Syrian regime and North Korea could be the next hotspot to dominate world news. Most Asian markets seemed to take geopolitical tensions in their stride today with gains for equities across much of the region.

From the FloorTF
The summit between US president Trump and Chinese leader Xi Jinping ended on a mild note as the two countries emerged with a "100-day plan" intended to help the US address its trade deficit with Beijing.

Daily Market CommentMarc Chandler
Dollar Narrowly Mixed at Start of Holiday Week

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Futures Flat Ahead Of Yellen As Geopolitical Risks Loom; Fear Barometer Spikes


FX UpdateTF
Friday’s mixed US jobs report failed to send the US dollar over the edge as a rebound in US bond yields at a key level saw the big dollar ending the week on a strong note.|
The strongest reaction was found no surprise in USDJPY.

Perjantaina julkaistaan USA:n maaliskuun inflaatioluvut * Odotamme Ruotsin maaliskuun inflaation (CPIF) hidastuvan * Yhdysvaltain maaliskuun työmarkkinaraportti oli hyvä heikosta työpaikkojen määrän kasvusta huolimatta