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Friday, February 10

10th Feb - Another ATH in US

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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

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


Morning Report APACTF
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.

White House to uphold ‘One China’ policy, Sir John Rose interviewed under caution, and why video games are still thriving in Japan


Danske DailyDanske Bank

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 MarketsTF
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 FloorTF
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 CommentMarc Chandler
US Dollar Holding on to Week's Gains

Brussels PlaybookPolitico

10 things you need to know before the opening bell BI

Futures Hit New Records, Global Stocks Rise On Strong Chinese Trade Data, Trump Tax Cut Hopes


FX UpdateTF
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.

Trump-ralli osa kaksi * Amerikkalaiskuluttajien luottamuksen odotetaan pysyneen vahvana * Saksan tavaravienti ja kauppataseen ylijäämä ennätyskorkealla