⚠ Friday Brief ⚠

🇮🇱 🇮🇷 #Israel Launches Retaliatory Strike on #Iran
🇺🇸 U.S. Bank Reserve Balances See Largest Drop Since 2022
🇯🇵 #Japan Core CPI Slowed
...

christophe-barraud.com/morning-brief-…

#FF
LiveSquawk
Frédéric Genta
Vitor Constâncio
Andreas Steno Larsen
Oliver Rakau
Le Shrub🌳🔥🇺🇦
fastreveal
Mikael Sarwe
Martin Enlund ⚡️🦆🚁
Newsquawk
ForexLive
Daniel Lacalle
Giovanni Staunovo🛢
Velina Tchakarova
AnilVohra1962 🇬🇧🇨🇦🇺🇸
Bill McBride
Grimm's FX Fairy Tales @GFXFTS
CN Wire
FxMacro
PiQ
Mike Zaccardi, CFA, CMT 🍖
Nicolas Goetzmann

🇺🇸 Bond Wagers Make Some Hedge Funds Too Big to Fail, IMF Says – Bloomberg
bloomberg.com/news/articles/…

🇨🇳 Hedge Funds Cry Foul Over Chinese Education Firm’s Default – Bloomberg
bloomberg.com/news/articles/…

🇪🇺 #ECB GOVERNING COUNCIL MEMBER MARTINS KAZAKS SPEAKS IN INTERVIEW - BBG
*ECB'S KAZAKS SAYS IT’S TOO SOON TO DECLARE INFLATION VICTORY
*ECB'S KAZAKS: ECONOMY ISN'T STRONG, BUT CONFIDENCE IS IMPROVING
*KAZAKS: ECB TAKES FED INTO ACCOUNT, BUT HAS ITS OWN MANDATE

This series is subject to revision, but it’s one of the only official reads on new rents. It’s average rents that get reported in PCE and CPI. It's important because new rents tell you what’s happening in the housing market as opposed to the average renter's experience.

🇯🇵 #Japan | #BOJ 's Ueda signals possible rate hike if weak yen boosts inflation – Reuters
reuters.com/markets/curren…

🇯🇵 #Japan 's March core inflation slows, weak yen complicates #BOJ move - Reuters
reuters.com/markets/asia/j…

🇨🇳 #China | #PBOC ’s Easier Grip on #Yuan May Stem From Trade-Weighted Strength – Bloomberg
bloomberg.com/news/articles/…

🇨🇳 #China Aims to End Age of Froth With New Stock Market Reforms – Bloomberg
bloomberg.com/news/articles/…

I🇮🇱 🇮🇷 #Israel Launches Retaliatory Strike on #Iran , US Officials Say - Bloomberg
bloomberg.com/news/articles/…

🇪🇺 The final euro area HICP confirmed that early Easter distorted services inflation in March, though it's not clear by how much exactly ( see Kamil Kovar👇). Adjusting for this, the sequential momentum in core prices doesn't seem to be accelerating. twitter.com/CrisisStudent/…

⚠ Thursday Brief ⚠

🇺🇸 NY #Fed Says QT Could Stop in 2025
🇺🇸 🇯🇵 🇰🇷 U.S. Nods to ‘Serious’ Japan, S.Korea Concerns Over #Currencies
🇪🇺 Majority Of EU States Object To Capital Markets Reform
...

christophe-barraud.com/morning-brief-…

🇪🇺 #ECB 'S NAGEL: LIKELIHOOD OF A JUNE CUT HAS INCREASED: WIWO - BBG
*ECB'S NAGEL: OIL PRICE, WAGE DEVELOPMENTS AMONG RISKS

⚠ Wednesday Brief ⚠

🇺🇸 Powell Signals Rate-Cut Delay
🇨🇳 #China ’s Small Caps Rebound
🇬🇧 U.K. CPI Exceeded Expectations
...

christophe-barraud.com/morning-brief-…

🇮🇹 🇫🇷 Debt Mountains of #Italy and #France Are Rising Again, IMF Says – Bloomberg
bloomberg.com/news/articles/…

🛢 #Oil Traders Wager on $250 Price by June as War Risk Escalates – Bloomberg
bloomberg.com/news/articles/…

🇺🇸 US Yields at 2024 Highs Lure Some Buyers Even as Shorts Dominate – Bloomberg
bloomberg.com/news/articles/…