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EUROPE
Germany: CDU & CSU
team up to clip Schulz' rise – Deutsche
Bank
Tsipras Warns IMF,
Schauble To "Stop Playing With Fire" Over Greek Debt – ZH
Tsipras warns IMF and
Germany over bailout talks – FT
Overview of bond, CDS, FX risk reversals – “investors waking up to risks” – BB
Winter 2017 Economic Forecast – EU
Brexit's Hit to Growth
Will Be Milder Than Expected, EU Says – BB
Here Are The Best Hedges Against A Le Pen Victory – ZH
Where the 2 leading French
presidential candidates stand on the major issues – BI
UNITED STATES
FEDERAL
RESERVE
Tim
Duy: Too Early for the Fed to Consider a March Rate Increase – BB
Barclays:
"Significant Change Is Coming To The Fed Over The Next 18 Months" – ZH
Tarullo exits Federal
Reserve – FT
Tim Duy: Fed's Bullard
Knows His Treasury Yield Curve – BB
How to exit from unconventional monetary policy? (Sad.) – Jussi Lindgren
Trump to nominate three
Fed governors as Tarullo resigns – Danske
Bank
Your
potential Trump-Fed candidates – FT
TRUMP
CIA freezes out top Flynn aide – Politico
View: What the Anti-Trump
Movement Can Learn From the 1960s – BB
Trump and the Myth of
Protectionist Disaster – Huffington Post
Timeline of Trump's ties
with Russia lines up with allegations – BI
STOCK
MARKET RALLY
Has ‘Fade the Trump
trade’ ended? – Macro Tourist
Corporate Longevity: Index
Turnover and Corporate Performance – Credit Suisse
El-Erian: What’s Next
for the Trump Market Rally – BB
Recent Outperformance Of Low Volatility A Sign Of Risk Off Ahead? – Horan
David Ader: A Top Bond Strategist Looks at Stocks and Recoils – BB
OTHER
It’s 1980s All Over Again for FX Desks Looking at Trade Flow – BB
Yield Forecast Update – Danske
Bank
Higher yields an H2 17
theme
Aurelija Augulyte’s FX:
Inflection point – Nordea
While the Markets are still cheering, clouds gathering - watch China. The
NOKSEK vulnerable. As policy uncertainty and core inflation risks under-priced
in the US, the EUR political risks are well in...as the EURUSD at key support
levels.
REGULARS
Morning Report APAC
– TF
Asian markets were trading mixed
following North Korea's comments early today that the test of its new missile
type on the weekend was successful. Meanwhile oil jumped as the IEA reported
record Opec cuts compliance.
FirstFT – FT
WSJ City – WSJ
‘Muted’ City Jobs Market, UK Tech
Outlook Brightens, IMF Unnerves Europe
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Asian equities firm, Yellen
tomorrow, Riksbank on Wednesday * This week’s highlights: Yellen’s testimony
and the Riksbank decision * Rates subject to further downside risks * EUR/USD
finds support above 1.06
Morning Markets
– TF
Japanese prime minister Shinzo's Abe
trip to the US including gruelling 27 holes of golf with the US president on
Trump-owned courses was seen easing financial markets' fears of a protectionist
backlash. With the two leaders apparently hitting it off the dollar firmed and
the yen eased in a relief rally.
From the Floor –
TF
Political anxiety in Europe
continues unabated Monday morning as the spread between Dutch 10-year bonds
yields and their German counterpart stretches out to 34 basis points ahead of
next month's pivotal election.
Daily Market Comment
– Marc
Chandler
Quiet Start of Busy Week
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
10 things you need to know before the opening bell – BI
US Open – ZH
Global Stocks Rise, S&P Futures
Make New Record Highs As "Trump Trade" Euphoria Returns
Frontrunning –
ZH
FX Update
– TF
USDJPY jumped higher to start the
week as US president Donald Trump avoided making hostile comments on trade or
currency during Japanese prime minister Shinzo Abe’s visit. USD traders this
week will focus squarely on Fed chief Janet Yellen’s semi-annual testimony to
Congress.
FINNISH
Aamukatsaus – Nordea
Palauttaako Yellen uskon kolmanteen koronnostoon * USA:n
inflaatio kiihtyy * Odotamme Riksbankin pysyttelevän odottavalla kannalla
keskiviikon kokouksessaan * Japanin BKT-kasvu ylitti pitkän aikavälin
potentiaalisen kasvuvauhtinsa
Muistioita
hallitukselle. Talouspolitiikan linjaus keväällä 2017 – ETLA
Risto Murto: Kreikka
saanee rahansa – Verkkouutiset