Positive Profit Alert Points To Better Margins 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 Regional Morning Cuppa 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