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Wednesday, February 1

1st Feb - Good US data, French political surprise

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Italy Bond Risk Soars To 3-Year Highs As Youth Unemployment Tops 40% - ZH

ECB has an inflation problem … called Germany – Politico
Trump team right - Germany benefits on trade from weak euro – Forbes
Trump's chief trade adviser accusing Germany of trade cheating is wrong – Forbes
Germany Inc. Touts Benefits of Trade After Trump Dumps on Euro – BB

Brexit: Theresa May confirms date of detailed plan – CNN

French Markets Slump As Le Pen Gains Traction – ZH
Fillon’s choices: the bad, the worse and the real ugly – Politico
Fillon will fail to make French election runoff: poll – Politico
Macron Leads in French Race as Scandal Upends Fillon’s Plans – BB

View: A Trump-Era Guide to Ignoring All That Noise – BB

ADP: Private Employment increased 246,000 in January – Bill McBride
ADP: US Employment Growth Rebounded Sharply In January – Picerno
ISM Manufacturing index increased to 56.0 in January – Bill McBride
U.S. factory activity hits two-year high; private payrolls surge – Reuters
US Data Review – Daiwa

Missing Billionaire Stokes Fears of China Meddling in Hong Kong BB

Morning Report APACTF
Donald Trump's allegations that Beijing and Tokyo manipulate their currencies has made equity markets investors nervous and sent the greenback lower.

European Council head hits back at US president’s criticism by ranking his administration a force for uncertainty facing the union. VW agrees US settlement and romance with robots.

UK Outlook Upgraded, Shop Prices Slide, Trump Slams ‘Devalued’ Currencies

Danske DailyDanske Bank

Euro-area inflation jumps – but not core inflation * USD rates under pressure relative to EUR as Trumphoria fades * Trump’s trade chief accuses Germany of exploiting a weak EUR

Morning MarketsTF
President Trump has taken aim at China and Japan over claims of currency manipulation and unfair trading. It's unclear what the president will do but the sudden and sweeping nature of his recent executive orders leave markets anxious about any trade or other steps he may take.

From the FloorTF
A strong bullish trend in industrial metals as well as silver saw shares of mining giant BHP Billiton rise 4% on a 9% surge in iron ore. In copper, says Saxo's Ole Hansen, "there's no point fighting the trend".

Euro wrap-upDaiwa

Daily Market Comment Marc Chandler
Markets Stabilize, Investors Await Signals from US data and FOMC, and POTUS

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

10 things you need to know before the opening bellBI

Global Stocks, Futures, Dollar Rise Ahead Of "Uneventful" Fed Announcement


Nähdäänkö tänään haukkamainen Yellen? * Sekä euroalueen BKT että inflaatio yllättivät positiivisesti * USA:n viimeisen neljänneksen työvoimakustannusindeksi jäi hieman odotuksista * Trump on saanut sijoittajat varovaisiksi