Aussie Dollar Hits 10-Month High on Hint of Rates Floor – fastFT (subscription)

Fading expectations that the Reserve Bank of Australia will cut interest rates this year have pushed the Australian dollar above $0.78 for the first time in 10 months.

Stocks Hit Fresh 2016 Highs – The Financial Times (subscription)

A global stock barometer is climbing to 2016 highs after Tokyo rebounded and Wall Street shrugged off volatility in the oil sector to register its best close in nearly five months.

Deutsche Bank: And Then There Were Three – Profit & Loss

Ahmet Arinc is rumoured to have left Deutsche Bank, where he was head of global FX and EM rates.

Remain Pulls Ahead of Leave in EU Referendum Poll as David Cameron’s Leaflet Hits Home – Daily Telegraph

As the countdown to the referendum begins its final phase the Remain campaign has seen further improvement in its position according to the latest ORB Poll for The Telegraph.

 

Patience is a Virtue? De Groot’s Tribunal Postponed – Profit & Loss

Bob De Groot, the former global head of spot trading at BNP Paribas, will have to wait another day to air his grievances against his former employer in open court.

Dilma Rousseff Says She’ll Fight Impeachment – Fortune

Brazil’s President Dilma Rousseff vowed on Monday to fight impeachment tooth-and-nail in the Senate after a heavy defeat in the lower house of Congress raised the likelihood of an end to 13 years of leftist rule in Latin America’s largest economy.

Argentina’s Return to Markets Several Times Subscribed – The Financial Times (subscription)

Argentina has secured one of the most anticipated market comebacks in recent history, ending 15 years in exile with a sale of debt that has attracted bids of more than $65bn. The successful issuance represents a remarkable turnround for the Latin American country.

Mervyn King Quits Aston Villa Board – The Financial Times

Mervyn King, the former governor of the Bank of England, has resigned from the board of relegated Premier League football club Aston Villa — just two months after joining.

PBOC Injects Most Funds in Two Weeks to Meet Demand for Cash – Bloomberg

The People’s Bank of China used open-market operations to inject the most funds in two weeks, helping meet a seasonal spike in demand for cash that also saw the central bank provide two rounds of medium-term loans within a week.

 Regulatory News

China, India, Russia call for more reforms at IMF – fastFT

The foreign ministers of China, Russia and India have issued a joint communiqué calling for further reforms at the International Monetary Fund granting emerging economies a greater voice.

Fed’s Kashkari Favors Higher Capital Requirements, Smaller Banks – Reuters

Minneapolis Federal Reserve Bank President Neel Kashkari on Monday doubled down on his call for reforms to the U.S. banking system, saying that failing to make changes could leave taxpayers on the hook for big bank bailouts in any future financial crisis.

Company News

Wall Street Woes Halve Morgan Stanley’s Profits – The Times

Profits at Morgan Stanley halved in the first quarter, in the latest sign of strife on Wall Street and the City for “bulge bracket” banks.

Market Savvy

UBS Chairman Weber Warns Against More ECB Stimulus – Wall Street Journal
UBS Group AG Chairman Axel Weber, the former president of Germany’s Bundesbank, warned that central banks in Europe and Japan have reached the limits of monetary stimulus, weighing into an increasingly fractious debate in Germany over the European Central Bank’s easy-money policies.

Saudis Are Going for the Kill but the Oil Market is Turning Anyway – Daily Telegraph
The collapse of OPEC talks with Russia over the weekend makes absolutely no difference to the balance of supply and demand in the global oil markets.

It’s All Suddenly Going Wrong in China’s $3 Trillion Bond Market – Bloomberg
The unprecedented boom in China’s $3 trillion corporate bond market is starting to unravel.

Press Releases

Paul Constantinou to Bolster Contango Sales Team

Contango, the specialist derivatives consultancy, is delighted to announce that Paul Constantinou will be working with its sales and business development team, with a specific emphasis on Technology.

Forty Banks Line up in Support of EBA Clearing Instant Payments Plan

EBA Clearing says that close to 40 financial institutions have committed to supporting and funding the development and installation of its pan-European instant payments platform for transactions in the Single Euro Payments Area (sepa).

Industry Events

Profit & Loss Latin America, 20 April in Mexico City

ACI World Congress 2016 – Indonesia, 26-30 April, Jakarta

Eurofinance:  Asia Treasury, 18-20 May in Singapore

Profit & Loss Forex Network New York, 26 May, New York City

FIA: IDX 2016, 7-8 June in London, England

Profit & Loss Forex Toronto, 9 June, Toronto

Profit & Loss Scandinavia, 13 September, Copenhagen

Profit & Loss Forex Network Chicago, 28-29 September, Chicago, IL

Sibos 2016, 26-29 September in Geneva, Switzerland

FIA: Expo, 18-20 October in Chicago, IL