Featured Market Snapshot
Bribery allegations engulfed Brazil President Temer, mirroring the scandal that toppled his predecessor; European exports surged, while Japan extended its GDP winning streak to a fifth quarter; U.S. manufacturing popped higher.
Mexico is playing the China card as the US seeks better terms; OPEC cries "uncle" to U.S. shale; more politics ahead for France; growth resumes for the U.S.
Looking past the quarter:
The Fed looked past a tepid Q1; April's jobs report was solid, not spectacular; Macron and Le Pen crossed swords before Sunday's election; oil and iron took a beating
The first look at Q1 growth disappointed, but U.S. earnings reports are coming in stronger than expected; French elections are heating up; financial markets may be getting desensitized to politics
Taking it to the voters
France and the UK take their case to their voters; US growth neither thrills nor disappoints; China brings more refining capacity – and exports – to the rest of the world
The White House reverses course on the dollar, the yuan and the Fed; Germany's economy gets in the groove; yet another twist for France's election; Saudi Arabia's latest bond offer.
Soft job creation in March may actually reflect economic strength rather than weakness; the Fed confronts how to shrink its swollen balance sheet; Greece's bailout lumbers on.
Theresa May's government gave notice under Article 50, as Scotland and others ponder the consequences; a tailwind for U.S. earnings; U.S. inflation follows the Fed's script
Conflicting objectives – market share vs. price stability – keep the pressure on crude oil prices; confidence in U.S. growth is the main issue; European growth increases
Yellen's FOMC delivers the goods; global oil proves difficult to tame; close call in the Netherlands
A post-election Fed vs. a pre-election ECB; South Korea business as unusual; a no-drama jobs report; Saudi shuts out the "shale boys"
The rate hike decision at the FOMC's March meeting may be more up-for-grabs than the figures suggest; Saudi Arabia carries the weight for OPEC.
The FOMC continues its oracular pronouncements; OPEC swaps customers; Brexit fans get a hard answer; more French election shuffles
President Trump and Prime Minister Abe tee off; OPEC toes the line; China trade rises; Greece goes back for more.
Global trade agreements are on the table as governments change hands; U.S. growth checked in as present but subdued; 恭喜发财! (Best wishes for a prosperous year!)
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