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EUROPE
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
UNITED STATES
Editorial: The Fed Should Raise Rates Next Month – BB
Editorial: The Fed Should Raise Rates Next Month – BB
TRUMP
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
OTHER
Huopainen: Trump trade to correct, and few words on the euro area – TF
REGULARS
Morning Report APAC
– TF
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.
FirstFT – FT
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
WSJ City – WSJ
Limiting Post-Brexit Trade Pain,
Global Risks Recede, Ultrasafe Assets Dry Up
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
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 Markets
– TF
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 Floor
– TF
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.
Greenback Stabilizes Ahead of the
Weekend
US Open – ZH
S&P Futures, Global Stocks Slide
As European Political Fears Return; Gold Jumps
Frontrunning
– ZH
FX Update
– TF
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.
FINNISH
Aamukatsaus – Nordea
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