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Friday, February 17

17th Feb - Second red candle day

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Jean-Michel Paul: Only Germans Love the Euro These Days – BB
Charles Wyplosz: When the IMF evaluates the IMF – vox
Trump Worries Germans More Than Putin in Poll of Election Mood – BB
A Le Pen Win Would Be Dangerous for Putin and Russia’s Economy – BB
The "Anyone But Le Pen" Trade – BB
Carney, Wrong on Brexit, May Have Called Consumer Collapse Right – BB
Tim Worstall: UK Inflation Up Post-Brexit, Retail Sales Down – Forbes

Editorial: The Fed Should Raise Rates Next MonthBB

Jonathan Bernstein: The Spectacle of Trump Acting Presidential – BB
Editorial: Reagan’s Russian Roadmap for Trump – BB
‘In Trump We Trust’ Is Market Mantra as Chaos Besets White House – BB
Eli Lake: Separating Fact From Innuendo in the Flynn Fiasco – BB

Huopainen: Trump trade to correct, and few words on the euro area – TF

Morning Report APACTF
Asia markets were lower at the start of trading following leads from the US. Meanwhile Samsung Group shares were in the spotlight following the arrest of its vice-chairman over his alleged role in a corruption scandal.

Samsung heir arrested; Lee Jae-yong is taken into custody in connection with a massive corruption scandal *Blair’s Brexit rallying cry * Wikipedia’s army

Limiting Post-Brexit Trade Pain, Global Risks Recede, Ultrasafe Assets Dry Up

Danske DailyDanske Bank

Rates lose steam with the USD, Swedish CPI ahead * Swedish inflation data ahead * Rates decline despite still positive US data surprises * USD loses to European counterparts as equity markets sour

Morning MarketsTF
The demise of the Trump trade rally on Wall St on Thursday was felt across Asian markets today with key bourses losing ground. The Nikkei headed sharply lower with the high yen eroding confidence in the outlook for Japan's export-driven economy. Meanwhile in neighbouring South Korea the vice-chairman of Samsung Lee Jae-Yong was arrested over bribery allegations; the uncertain future for the heir apparent of the global electronics giant weighed on its share price.

From the FloorTF
US president Donald Trump launched an even more extraordinary broadside at mainstream media Thursday, signalling a return to campaign mode as he struggles to get his way. A weaker dollar looks like the outcome.

Daily Market CommentMarc Chandler
Greenback Stabilizes Ahead of the Weekend

Brussels PlaybookPolitico

10 things you need to know before the opening bellBI

S&P Futures, Global Stocks Slide As European Political Fears Return; Gold Jumps


FX UpdateTF
The dip in risk appetite after a recent melt-up in especially US equities saw some fallout in JPY crosses as the market wonders whether there are unhealthy reasons behind the recent ramp in some risky assets. Elsewhere - Trump is clearly far more important than Yellen for USD direction.

Ruotsista yllättäviä inflaatiolukuja? * Ison-Britanniasta edelleen hyviä vähittäismyyntilukuja * EKP sallii inflaation väliaikaisen tavoitteen ylittämisen * Viikon jatkunut USA:n korkojen vahva korkojen nousu taittui 

Aamukatsaus – Osakeliitto
Aamukatsaus – Inderes
Aamukatsaus – Nordnet
Aamukatsaus – Evli

Markkinakalenteri – Nordnet
Talouskalenteri – Kauppalehti
Pörssien aukioloajat – Nordnet