EMEA Monthly: Increased Resilience in Stormy Weather Macro data round-up – domestic demand remains healthy What caught my eye? v.87: Inflationary note in a deflationary tune Budget 2018 supports positive view US Chemical Shipments +0.2%.Ethane down 1c/gal to 24 c/gal MICHAEL SNEYD: GLOBAL HEAD OF FX STRATEGY AND CROSS ASSET STRATEGIST BNP PARIBAS LONDON BRANCH Regional Morning Notes COMMODITY QUANT STRATEGY: Commodity Positioning Weekly; unchanged scenario despite metal adjustment last week EM Macro and Strategy Focus FX Momentum