TOP MARKETS NEWS: Week 04/01 – 04/07

Weekend 04/06 & 04/07

China’s foreign exchange reserves hit seven-month high of almost US$3.1 trillion in March – scmp
FX weekly: Crouching Tiger, Hidden Inflation Dragon – nordea

It Begins: Former UN Under-Secretary-General Calls For One World Currency – Zerohedge
Banning Buybacks Would Crash The Market, Goldman Warns  – Zerohedge
Week ahead– Green shoots: to grow, to wilt, or to get stomped? – nordea


Frifay 04/05

Business Live – guardian

Beginning of the end: BAML sees S&P500 rally topping out in second quarter – Reuters
Norway’s $1 Trillion Fund Told to Sell Emerging Market Bonds – Bloomberg
What Will Cause the Next Debt Crisis? – Bloomberg
Australia coal posts biggest weekly drop in a decade amid weak demand – Reuters

Samsung expects 60% tumble in Q1 operating profit – Marketwatch



Thursday 04/04

German factory orders suffer biggest fall in two years – business live – guardian
Stocks Blog: China chemicals stocks soar on latest factory blast – scmp

Trump says U.S.-China trade deal may be reached in four weeks – Reuters
U.S. stock futures rise after China’s Xi says substantial progress made on trade talks – Marketwatch

Stocks Surge On WSJ Report Trump Will Announce Summit With Xi; Ignore Reuters Denial – Zerohedge

New chart shows market rebound off December low is reminiscent of the 1998 tech boom – cnbc
Global Trade Growth Slashed Again As Trade Tensions Persist – Zerohedge
ECB Watch: Growing concerns – nordea
German growth predicted to stall during 2019 in ‘significant cooling’ – cnbc
Commerzbank shares rise on report UniCredit plans to make a rival bid if Deutsche talks fail – cnbc

German manufacturing orders collapsed in February – Marketwatch
Japan policymakers shun ‘Modern Monetary Theory’ as dangerous – Reuters



Wednesday 04/03

Business Live – guardian

Sensex, Nifty retreat from life highs on profit-booking, rain forecast – Reuters
Caterpillar shares fall after Deutsche Bank downgrade: ‘Synchronized global growth has collapsed’ – cnbc
UK-focussed shares cheer potential further Brexit delay – Reuters
Micron Technology, Tencent and two dozen other companies most likely to benefit from a China trade deal – Marketwatch
Five Things You Need to Know to Start Your Day – Bloomberg
Shanghai’s benchmark stock index rises to a 12-month high, buoyed by an unexpected pickup in China’s services industry – scmp
World stocks rally to six-month highs on U.S.-China trade optimism – Reuters




Tuesday 04/02

Business Live – guardian
Stocks Blog: It wasn’t easy, but Shanghai and Hong Kong eke out small gains – scmp

World’s largest money manager BlackRock sharpening focus on alternative investing to boost growth – cnbc
10 days until Brexit: Can UK lawmakers still find a way forward? – ing
Global recession is ‘highly likely’ if there’s no US-China trade deal within months, Moody’s warns – cnbc
Australia’s RBA cash rate target unchanged at 1.5% – Marketwatch



Monday 04/01

Business Live – guardian
Schwab Market Update: Stocks Continue Where Q1 Left Off – Schwab 
Stocks Blog: China, Hong Kong markets soaring – scmp

Morgan Stanley Sees 70% Chance Of Downturn “As Early As Next Month” – Zerohedge
Take Your Pick: ISM/PMI See US Economy Rebounding/Slumping  – Zerohedge
Leveraged Loans See Best Quarter Since 2010  – Bloomberg
Elevator Down: LYFT Crashes Below IPO Price, Enters Bear Market On 2nd Day Of Trading – Zerohedge
Retail Sales Unexpectedly Tumble In February – Larry Kudlow Was Wrong – Zerohedge
Aramco eclipses top earner Apple ahead of debut $10 billion-plus bond sale – Reuters

Global factory activity weak in March as clouds gather – Reuters
China Purchases Could Undercut Trump’s Larger Trade Goal – nyt
GERMAN Manufacturing PMI falls to lowest since July 2012 as decline in order books gathers pace – markit
Saudi Aramco gets first credit ratings ahead of bond debut – Reuters
Key Events This Extremely Busy Week: Payrolls, PMIs, Trade And Brexit – Zerohedge
Bond yield curveball stalls global stocks rally – Reuters
The Best And Worst Performing Assets In “One Of The Most Memorable Quarters On Record” – Zerohedge
Asian markets jump after surprise bounce in China’s manufacturing – Marketwatch
China economy: Manufacturing sector returns to growth in March – bbc
Morgan Stanley Abandons 2019 Fed-Hike Call, Cuts Yield Forecast – Bloomberg
Sensex breaches 39,000 as metals, state-run banks shine – Reuters
China’s $13 trillion bond market marks a milestone today. Here’s what it means – cnbc
US-China trade war inactivity could lead to the ‘worst recession in recent Chinese history’, says scholar – scmp
Inclusion of Chinese bonds into global indices could spur USD 1 trln of inflows – ck 
The inclusion of China’s yuan bonds in global bond index is the start of a game-changing shift in global investment patterns – scmp
The Chinese economy is slowing down – but that’s not necessarily a bad thing – weforum