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EUROPE
How the Kremlin’s
Disinformation Machine Is Targeting Europe – BB
Italy Approves $21
Billion Fund to Shore Up Its Troubled Banks – BB
Le Pen Stirs Dormant
Re-Denomination Risk for Europe's Investors – BB
Dutch Election
Update – Freedom Party still leading, but for how long? – ABN
AMRO
Don't Expect a Fake News
Epidemic in Europe – BB
EU MEPs back new EU-wide
rules to fight terror – Politico
EUROPEAN
CENTRAL BANK
Account of the monetary
policy meeting – ECB
Spanish, French Bonds
Jump After ECB Sees "Room For Trade Off On Capital Key" – ZH
ECB is not about to
introduce new QE buying distribution – Danske
Bank
ECB more open to capital
key deviation – ABN
AMRO
UNITED STATES
U.S. lawmakers push for answers on Trump team's Russia ties – Reuters
U.S. lawmakers push for answers on Trump team's Russia ties – Reuters
Trump Tax Cuts Could
Boost Profit $12 Billion at Big U.S. Banks – BB
Mattis Says U.S. “Rock
Solid” Behind Mutual Defense Provision – WSJ
Tillerson warns Russia
to respect Ukraine commitments – Politico
Mattis's NATO Threat
Won't Scare America's Allies – BB
OTHER
FX Forecast Update: Broken clouds for the Scandies – Danske Bank
The Consensus Narrative does not Appreciate the Resilience of the System –
Marc Chandler
REGULARS
Morning Report APAC
– TF
US markets headed to new highs after
Donald Trump reiterated his promise that his tax cut will be unveiled soon.
Meanwhile crude prices have retreated following a rise in US inventories.
FirstFT – FT
Markets climb to record peak for
first time since 2015, the man embarrassing Goldman Sachs and why robots are
pollinating your flowers * Investors are shunning equities due to uncertainty
brought by Trump administration and Brexit
WSJ City – WSJ
Sterling Drop Fuels Hedging, City
Recruiters Brush off Brexit, Snap Sets Range
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Strong US data, central bank signals
in focus, yet new highs for US equities * No changes from the Riksbank * Rates
supported by strong US data * GBP weaker on cooling basic pay
Morning Markets
– TF
The possibility that the Fed might
move on interest rates next month jumped on very strong inflation data out of
the US and helped spur some safe-haven buying overnight but with the Trump
factor ever present is May still the likelier bet for the next move in the
cycle?
From the Floor –
TF
The Australian dollar, the top
performer among G10 currencies, is at its highest in three months on the back
of better-than-anticipated employment data, but a slow grind to the downside is
to be expected.
Daily Market Comment
– Marc
Chandler
Corrective Forces Emerge, Tempering
the Dollar's Rally
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
Futures, European Shares Stumble
After Massively Overbought World Stocks Hit Record High
Frontrunning
– ZH
FINNISH
Aamukatsaus – Nordea
USA:n inflaatio ylitti odotukset * Ruotsin keskuspankki
jätti odotetusti ohjauskoron ennalleen * EKP julkaisee rahapoliittisen
kokouksen selonteon * Ison-Britannian työmarkkinaraportin mukaan työmarkkinat
ovat kiristyneet entisestään
Aamukatsaus – Osakeliitto
Aamukatsaus – Inderes
Aamukatsaus – Nordnet
Aamukatsaus – Evli
Markkinakalenteri – Nordnet
Talouskalenteri – Kauppalehti
Pörssien aukioloajat – Nordnet