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Tuesday, February 14

14th Feb - Rally paused before Yellen

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German conservatives dish the dirt on Martin Schulz – Politico
Ex-central bank chief charged over Spanish banking scandal – Politico

Greek Economy Unexpectedly Contracts as Next Crisis Brews – BB
Tim Worstall: Back in recession, bets on debt deal off – Forbes

Euro-Area Growth Revised Lower in Sign of Recovery Fragility – BB
Euro area: Solid GDP growth in Q4 – Nordea

U.K. Inflation Rate Rises Less Than Expected, Stays Below 2% - BB
Tim Worstall: Brexit an economic gift - UK Inflation Up To 1.8% - Forbes

Takeaways From Fischer Speech – Tim Duy
Editorial: Who Will Watch the Banks Under Trump? – BB
Semiannual Monetary Policy Report to the Congress – FED
Yellen Sees More Rate Hikes Needed If Economy Stays on Course – BB
Goldman Sachs Raises March Rate Hike Odds – ZH

Michael Flynn resigns as US National Security Adviser – Politico
Why Donald Trump let Michael Flynn go – Politico
Eli Lake: The Political Assassination of Michael Flynn – BB
Lies, Damn Lies, and Taxes – Marc Chandler
Leonid Bershidsky: Putin Is Getting All He Ever Wanted From Trump – BB
With More Than $200 Billion Overseas, Is Apple the Ultimate Trump Trade? – WSJ
Buffett’s Berkshire Hathaway Bought Apple Near the Bottom – WSJ

China: Rise in inflation set to trigger monetary tightening – Danske Bank

FirstFT FT
Toshiba reports big loss, Trump’s first man down and Cameroon’s language divide * Financial mess engulfing the Japanese conglomerate reflects huge cost overruns and delays linked to nuclear projects in the US

Sterling Hurts Rolls Royce, Credit Suisse Loss Narrows, Trump’s Security Adviser Quits

Danske DailyDanske Bank

Busy day ahead in a relatively calm week * Euro-area GDP, UK inflation and Yellen speaking * Japanese investors dump Treasuries, new data show * GBP and USD waiting for key events

Morning MarketsTF
Beleaguered Japanese conglomerate Toshiba ditched a scheduled earnings release overnight to send its shares down 9% and scupper Nikkei in the process. It's lost 50% since a gaping hole in its nuclear business in the US was first unveiled two months ago.

From the FloorTF
The resignation of US national security adviser amid Russia contacts set a darker tone for Asian markets. At the same time China surprised positively with higher than expected PPI data and Opec production cuts are working - for the time being at least.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Markets Showing Little Love on Valentines

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Global Stocks, Dollar Falter As Yellen Testimony Looms; S&P Futures Pressured By Flynn Resignation

Frontrunning ZH

Kaksi päivää Yelleniä * Fedin Yellen on tänään senaatin kuultavana ja pitää huomenna puheen kongressille * Euroopan komissio nosti euroalueen kuluvan vuoden BKT-ennustetta * Öljyn hinta palautui lupaavan nousun jälkeen

Saksalaiset haukkuvat väärää puutaNordea
EKP:n toimien kritisoinnista on tullut Saksassa yleinen huvi. Keskuspankin suunnalta kritiikille on kuitenkin turha odottaa ymmärrystä, sillä inflaatio on yhä liian hidasta nimenomaan Saksassa.

Pukit kaalimaan vartijoina – Asiaa populismista – JS Hankamäki

Ylen uutistoiminnan alennustila – Matti Mäkelä