Monday April 17: Five things the markets are talking about

Global equities and the 'mighty' dollar have again dipped overnight while U.S Treasury yields have fallen to new five-month lows after soft U.S data on Friday hurts investor sentiment already in distress by worries over North Korea and upcoming French elections.
Note: U.S. retail sales dropped more than expected in March (+0.0% vs. +0.2%) while annual core inflation slowed to +2.0%, the smallest advance since November 2015, from +2.2% in Feb.
A raft of Chinese economic data (see below) beat market expectations, but did not produce a notable market reactions, as investors had been already optimistic following a recent string of positive China numbers.
In Turkey, President Erdogan snatched a victory in a referendum Sunday to grant him sweeping powers in the biggest overhaul of modern Turkish politics.
Note: Markets in Australia, New Zealand and Hong Kong, as well as most European exchanges, are closed for Easter Monday.
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