18th Feb - Lazy Friday

 

Previously on MoreLiver’s:

Thursday: Fed did not hike

Wednesday: Rally ahead of Fed

Tuesday: Closing and closing on Fed

Monday: Fed week ahead

W/E: Weekly Support

Friday: US prices, consumer confidence surprise.

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REGULARS

Morning MoneyBeat Asia – WSJ

U.S. Stocks After the Fed Leaves Rates Alone

Morning MoneyBeat Europe – WSJ

Will Fed Inaction Force ECB Action?

Morning MoneyBeat US – WSJ

This Sector Will Benefit From Fed’s Call to Stand Pat

Danske Daily – Danske Bank

Euro rates update – Nordea

Eye-Opener – Nordea

Fed inaction weakens the USD and sends bond yields lower * We still expect the first Fed rate hike for December

Morning Markets – TF

EURUSD predictably rallied on the back of the Fed's extremely dovish statement in yesterday's much-anticipated FOMC meeting. With the rate hike wait prolonged and every prospect that this could extend into 2016, uncertainty is leaving markets close to a state of paralysis.

Daily Shot – TF

Following the Fed's dovish announcement equities, currencies and commodities experienced a fairly limited move. The short end of the treasury curve reacted violently however. The response in emerging markets to the Fed's decision was fairly subdued as vulnerable currencies remained weak.

Daily Press Summary – Open Europe

EU calls emergency leaders’ summit as German Foreign Minister threatens to over-rule opponents of mandatory quota * Corbyn: Labour is clear that we should remain in the EU * Latest Greek poll shows narrow lead for New Democracy party * US lobbies EU not to grant China market economy status under WTO rules * EU’s top court rules in favour of compensation for airline passengers in case of technical problems * Romanian PM Ponta formally indicted for corruption

Brussels Playbook – Politico

Greece votes — Trade war over China — Refugee roundabout

 

US Open – ZH

Global Stocks Slide, Futures Tumble On Confusion Unleashed By "Uber-Dovish" Fed

Frontrunning – ZH

FX Update – TF

Yellen far undershot the market's already relatively complacent expectations by raising significant concerns on international developments, which means the first Fed rate hike is now set for December at the earliest. Most interesting: risk appetite failed to ignite after this dovish performance.

From the Floor – TF

With yesterday's dovish Federal Open Market Committee statement failing to provide the customary risk-on rally, investors are wondering where to look. According to Simon Fasdal, the answer could lie with high-yield emerging market and European bonds.

FINNISH 

Aamukatsaus – Nordea

Fedin odotuslinja jatkuu, dollari heikkeni kokouksen jälkeen * Sveitsin keskuspankki piti rahapolitiikkansa ennallaan * Kreikan vaalit lähestyvät