TOP NEWS: Week 04/24 – 04/30

Weekend 04/29 & 04/30

Global Reflation Trade In Trouble: Chinese Economic Data Plunges To 6-Month Lows As New Orders Dry Up – ZeroHedge
China Manufacturing Gauge Declines From Almost Five-Year High – Bloomberg
Bond Bears Battered By The Biggest Short Squeeze In History – ZeroHedge
Italy Warns Sudden Collapse Of Alitalia Would Lead To “Great Shock” For The Economy – ZeroHedge
Panic Bank Run Leaves Canada’s Largest Alternative Mortgage Lender On Edge Of Collapse – ZeroHedge
Goldman Warns The Gap Between Stock Investors’ Hopes & Reality Is Close To An All-Time High – ZeroHedge


Friday 04/28

Business Live – guardian
Live: Shares in UBS and RBS spike after strong results; Barclays moves south – cnbc

Is The Dollar Bull Market Over? (And What That Would Mean For Your Portfolio) – Zerohedge
BlackRock’s Fink Says U.S. on Path to ‘Exploding’ Deficits – Bloomberg
Chicago PMI Bucks Recent ‘Soft’ Data Trend, Jumps To 27-Month Highs – Zerohedge
European Bank Trading Slump Worsens; U.S. Rivals Gain Share – Bloomberg
US GDP Collapses To 0.7%, Lowest In Three Years; Worst Personal Spending Since 2009 – Zerohedge
Investors Are Pouring Money Into European Stocks Like It’s 2015 – Bloomberg

Biggest Inflows Into European Stocks Since 2015, Just As The Economic Pullback Begins – Zerohedge
Euro, Cable Bolt Higher – 1.1000 and 1.3000 in View? – bk

Don’t Worry: “It’s Only 1997” Besides “It’s Different This Time” – Zerohedge
Eurozone inflation rebounds on timing of Easter – ING – fxstreet

It looks like the US economy just ground to a halt – businessinsider
Just These Five Companies Account For 28% Of The S&P’s 2017 Returns – Zerohedge
Euro-Area Inflation Picks Up as ECB Takes Baby Step Toward Exit – Bloomberg

Japan’s industrial output falls more than expected – Marketwatch
Japan’s core inflation up 0.2%, missing views – Marketwatch
Jeff Bezos is closing in on the title of world’s richest person (AMZN) – businessinsider

Thursday 04/27

Stock markets dip as Trump’s tax plan disappoints investors – business live – guardian

Amazon earnings beat sends stock to record levels: Live blog recap – Marketwatch
Microsoft shares down more than 2% after revenue miss – Marketwatch
Google-parent Alphabet beats first-quarter earnings expectations – Marketwatch
Intel shares slide after first-quarter earnings release – Marketwatch
Trump threatens South Korean free-trade deal, says war with North possible – Marketwatch

Dow rally from election to Trump’s first 100 days on pace for postwar record – Marketwatch
Nasdaq races to an all-time high, as Dow, S&P 500 end flat – Marketwatch
BofA Capitulates: “The Trump Put Is Over”, It’s Time To Sell Small Caps – ZeroHedge

Economists Fear Trump’s Tax Plan Only Heightens a ‘Mountain of Debt’ – nyt
Crashing Canadian Mortgage Lender Bailed-Out By 321,000 Retired Ontario Healthcare Workers – Zerohedge

Bond Vigilantes Lie In Wait for Trump’s Debt-Swelling Tax Plan – Bloomberg
Still Confused About Trump’s 1-Page Tax Plan? Goldman Explains It All – Zerohedge
The Trump Trade Is Alive. The Reflation Trade Is All But Dead – Bloomberg
Atlanta Fed Throws In The Towel: Cuts Final Q1 GDP Forecast To Just 0.2% – Zerohedge
Why Some Investors Are Betting the High Yield Party Is Over – Bloomberg
Euro Spikes On Upbeat Draghi Comments, Then Drops On Muted Inflation Outlook – Zerohedge
Draghi’s Caution Might Hand Microphone to Louder ECB Voices – Bloomberg
ECB Keeps Rates Unchanged, Says Ready To Expand QE If Outlook Worsens; Euro Slides – Zerohedge
Q1 GDP Takes Another Hit As Wholesale Inventories Slide In March – Zerohedge
Core Durable Goods Orders Tumble Most Since June – Zerohedge
Euro-Area Economic Confidence Surges to Highest in a Decade – Bloomberg

BOJ Cuts Inflation Forecast While Keeping Stimulus Unchanged – Bloomberg


Wednesday 04/26

Business Live – guardian

Decision-Day Guide: Eyes on BOJ Outlook for Economy, Inflation – Bloomberg
‘Fist bumps’ at hedge funds over Trump’s tax plan – Reuters

Stocks Stumble As Treasury-Bill Curve Inverts. ‘Animal Spirits’ Slump – Zerohedge

The Main Highlights In Trump’s Sweeping Tax Reform Proposal – Zerohedge

Canada’s Housing Bubble Explodes As Its Biggest Mortgage Lender Crashes Most In History – Zerohedge
Stocks might be overvalued, but don’t call it a bubble just yet – businessinsider
0.2% Of Nasdaq Companies Accounted For 45% Of Its Recent Gains – Zerohedge
French Bond Investors Skeptical Election Risk Is Over: Chart – Bloomberg
Trump is about to unveil his plan for the ‘biggest tax cut in history’ – businessinsider

Credit Suisse seeks capital security with $4 billion cash call – Reuters

Twitter Surges After Beating Expectations, MAUs Jump Despite Revenue Slowdown: The Quarter In Charts – Zerohedge
Oil Seen Falling Below $40 a Barrel If OPEC Doesn’t Extend Cuts – Bloomberg

Global Market Cap Hits $50 Trillion For The First Time Ever As All Eyes Turn To Trump Tax Plan – Zerohedge
In Dot-Com Bubble Time, It’s Still Only 1997 for U.S. Equities – Bloomberg

Economists See Faster China Growth, Moderate Consumer Inflation – Bloomberg
Trump’s 15% Corporate Tax Seen as ‘Gambit’ as He Unveils Plan – Bloomberg


Tuesday 04/25

World stock markets hit record highs as Macron relief rally continues – business live – guardian

Trump’s Tax Reform Plan: A Cheatsheet Of What Is Known, Leaked, And Is Still Unknown – Zerohedge
What Trump promised vs. what he accomplished in his first 100 days – Marketwatch
Nasdaq closes above 6,000 as stock market extends rally on upbeat earnings – Marketwatch

Europe’s Richest Gain $27.5 Billion on French Vote Rally: Chart – Bloomberg

French election relief could pave way for ECB tapering, but not yet – Marketwatch
Goldman Sachs is sounding the alarm on a crucial barometer for the markets – businessinsider

Iron Ore Seen Slumping for Years After Hitting February Peak – Bloomberg

Latest Turn in Greek Debt Crisis Is Kafkaesque: QuickTake Q&A – Bloomberg

China’s Hidden Debt Stirs Investor Angst as Defaults Rise – Bloomberg
Russia’s Oil Cuts Won’t Be So Easy If OPEC Deal Is Extended – Bloomberg
U.K. Economy May Have Had Its Weakest Quarter in a Year: Chart – Bloomberg

World’s Biggest Stock Markets Haven’t Been This Split Since 2008 – Bloomberg
Canada is launching an experiment that will give 4,000 people $430 a week until 2020 – businessinsider
Trump’s plan for the ‘biggest tax cut we’ve ever had’ is already looking like it could be messy – businessinsider

Monday 04/24

Shares surge and euro rallies as France’s election cheers the markets – business live – guardian

Investors Bet on Stock-Volatility Decline Like in 2013: Chart – Bloomberg
Risk On as French Vote Ripples Around the World: Markets Wrap – Bloomberg

Electoral arithmetic gives Le Pen long odds – politico
Number of Unsold London Homes Under Construction Hits a Record – Bloomberg
Bundesbank Sees German Growth Decline That Immigration Can’t Fix – Bloomberg
Trump’s stock market gain in the first 100 days tops Reagan and most other Republican presidents – cnbc
“It’s All About Oil Now”: Citi Charts The Biggest Risk To The Global Reflation Trade – ZeroHedge

Trump seeks corporate tax rate of 15% in plan – Marketwatch
World’s Oldest Central Bank Is Closer to Ending Bond Purchases – Bloomberg

The Mysterious Movements Of US Oil Production, Demand, Price, & Interest Rates – ZeroHedge
Oil Falls Sixth Day as U.S. Rig Count Gain Seen Boosting Output – Bloomberg
What Happens If The Government Shuts Down – ZeroHedge
Fed Model Says `Neutral’ Interest Rate Dips Back to Zero: Chart – Bloomberg
Double Data Disappointment Today Follows Worst Macro Week In 6 Years – ZeroHedge
Oil Investors Raise the Bet on Higher Prices and Lose – Bloomberg

Treasuries Trim Declines From French Election as Buyers Emerge – Bloomberg
London house prices post most dramatic annual fall since financial crisis – cnbc

Gold and Bullion Miners Tumble as French Vote Cuts Haven Demand – Bloomberg

Bulls Push Turkey Stocks to Record as France Spurs Risk Appetite – Bloomberg

NOMURA: Macron could send the euro to $1.15 – businessinsider

Greece primary surplus well above target in 2016 – EU Commission – Reuters
DEUTSCHE BANK: Stop looking at France and concentrate on another huge risk to the EU — Italy – businessinsider

Germany’s Benchmark DAX Index Surges 2.9% to Intraday Record – Bloomberg

French stocks head for 2-year high after Macron win eases ‘Frexit’ fears – Marketwatch
German Business Confidence Climbs to Highest Since July 2011 – Bloomberg

Here’s What Analysts Are Saying About the First Round of French Elections – Bloomberg
‘RING THE BELL’: UBS just called the top of the Australian building boom – businessinsider
Key Events In The Coming Busy Week: US GDP; ECB & BOJ Meetings, And Lots Of Earnings – Zerohedge
Risk Is Back On After French Election; Euro Soars: Markets Wrap – Bloomberg

INDIA: Here is your Big Short: Bubble in debt market, may burst any time – economictimes
China Stocks Sink Most in Three Months Amid Leverage Crackdown – Bloomberg

China misses out on Asian-market rally after French election results – Marketwatch
Euro jumps as Macron emerges as favorite to lead France – cnn



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