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Thursday, February 16

16th Feb - Boring

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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

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

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

FX Forecast Update: Broken clouds for the Scandies – Danske Bank
The Consensus Narrative does not Appreciate the Resilience of the System – Marc Chandler

Morning Report APACTF
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.

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

Sterling Drop Fuels Hedging, City Recruiters Brush off Brexit, Snap Sets Range

Danske DailyDanske Bank

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 MarketsTF
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 CommentMarc Chandler
Corrective Forces Emerge, Tempering the Dollar's Rally

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Futures, European Shares Stumble After Massively Overbought World Stocks Hit Record High


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