EUROPE
Europe's Sovereign Bond-Backed Securities – Marc
Chandler
EUROPEAN CENTRAL BANK
MINUTES
Account of the monetary policy meeting – ECB
Account of the monetary policy meeting – ECB
"Pronounced
Weakening Of Demand Can Not Be Ruled Out" – ZH
ECB closely monitoring
activity data
– ABN
AMRO
Dovish minutes confirm
ECB in no hurry to change policy stance – ING
How would the ECB react to a longer soft patch? – ABN
AMRO
Delay the timing of the
first rate hike even further.
ECB: contingency plans – Pictet
Our baseline scenario
for ECB normalisation still holds.
Financial Stability Review May 2018 – ECB
ITALY
The Italian
"Contagion" Trigger – ZH
How Worried Should We Be about an Italian Debt Crisis? – PIIE
Martin Sandbu: Give Italy’s new rulers a chance – FT
EU has opportunity to
disprove that it blocks alternative economic policies
Italy’s Populists Can Beat Europe’s
Establishment – Foreign
Policy
They're young, untested
— and, if they play their cards right, they can transform the EU.
Italy: Conte gets a challenging mandate – ING
After eighty days of
stalemate, president Mattarella has mandated Giuseppe Conte to form a
government. But the choice of the finance minister will tell us more about how
challenging the 5SM/League alliance will be for Europe
UNITED STATES
Trump Declares Military
‘Ready’ After Kim Summit Collapses – BB
President calls meeting cancellation a ‘setback’ for world *Trump leaves
open future meeting with North Korean leader
Eli Lake: Trump Can Win
by Walking Away From Korea Talks – BB
That's why the administration needs an adviser like John Bolton, who
won't tolerate a weak deal just for the sake of a deal.
OTHER
No nuance in the bond
market – Kevin
Muir
Argentine Stability
Remains Tenuous – Marc
Chandler
REGULARS
EU Open Rundown – RANsquawk
Market Briefing: Daily
Markets Overview – Yardeni
Research
FirstFT Daily Briefing – FT
US pushes Russia sanctions, Antarctic fight, sleep and success
WSJ City – WSJ
Japan Alarmed by US Car Tariff Threat, North Korea Says it Could Scratch
Summit
WSJ Economics – WSJ
Why Markets Love the Fed Minutes and Hate Auto Tariffs
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
Greenback Pushes Lower
Brussels Playbook – Politico
Trump tariff alert — Germany’s ‘alternate universe’ — France’s ‘rocket
man’
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Markets Jittery As "Risk Factors Return To The Fore": Futures
Flat, 10Y Hugs 3%
FINNISH
Aamukatsaus – Nordea
EKP:n huhtikuun kokouksen pöytäkirja julkaistaan | Fedin pöytäkirja selvensi inflaatioviestintää | Euroalueen ostopäällikköindeksit pettymys
EKP:n huhtikuun kokouksen pöytäkirja julkaistaan | Fedin pöytäkirja selvensi inflaatioviestintää | Euroalueen ostopäällikköindeksit pettymys