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EUROPE
Greece and the Return of
the Repressed – Marc
Chandler
Greece’s continued
suffering – Lars
Christensen
Even a Le Pen Win Won’t
Be Enough to Break Up Euro, Banks Say – BB
Le Pen May Get a Shock
If She Tries to Pay French Debt in Francs – BB
UNITED STATES
Strong Q4 season enters final phase – TF
Strong Q4 season enters final phase – TF
Steen's Chronicle: When
change is not change – TF
EU Urges Trump Not to
Turn His Back on Global Banking Rules – BB
OTHER
REGULARS
Morning Report APAC
– TF
Stocks rallied on Wall Street
following a fall in initial jobless claims and major indexes all logged record
closes with energy and financial stocks leading the way.
FirstFT – FT
White House to uphold ‘One China’
policy, Sir John Rose interviewed under caution, and why video games are still
thriving in Japan
WSJ City – WSJ
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Phenomenal tax plan, China is One,
Abe-Trump meeting looms * Norwegian CPI will not rock Norges Bank * Trump
supports “One-China” policy * ”Trumpflation” is back
Morning Markets
– TF
The great reinflation trade is once
again alive and kicking after president Trump pledged a 'phenomenal' plan was
in the pipeline for a raft of business tax cuts. Meanwhile Japan's prime
minister Shinzo Abe flies in for bilateral talks set against the backdrop of a
weakening yen.
From the Floor
– TF
US president Donald Trump
reinvigorated the post-election "Trump trade" Thursday with the
announcement of a "phenomenal" tax plan. Characteristically, the
bombastic statement did not go into further into detail but risk sentiment
rallied all the same.
Daily Market Comment
– Marc
Chandler
US Dollar Holding on to Week's Gains
Brussels Playbook
– Politico
10 things you need to know before the opening bell – BI
US Open – ZH
Futures Hit New Records, Global
Stocks Rise On Strong Chinese Trade Data, Trump Tax Cut Hopes
Frontrunning
– ZH
FX Update
– TF
Trump mentioned a “phenomenal” tax
plan for business which provoked a strong reaction in global risk appetite and
reinvigorated yen weakness and the reflation trade. USDJPY is the chief focus
of USD strength but EURUSD may be 1.0500 bound if the enthusiasm lasts.
FINNISH
Aamukatsaus – Nordea
Trump-ralli osa kaksi * Amerikkalaiskuluttajien
luottamuksen odotetaan pysyneen vahvana * Saksan tavaravienti ja kauppataseen
ylijäämä ennätyskorkealla