Follow ‘MoreLiver’ on Twitter
EUROPE
Merkel says there is a
problem with the value of the euro – Reuters
Merkel Pushes Back on
Trump's Media Attacks, Calls for ‘Respect’ – BB
Russia Watches U.S.
Reassure Allies, and It's Disappointed – BB
French-German Spread Blows Out To Five Year Wides – ZH
French-German Spread Blows Out To Five Year Wides – ZH
French and Italian
political risk in focus – ABN
AMRO
Goldman:
Investors Will Soon Realize They Were Too Optimistic – ZH
Barry Ritholtz: Failing
Dam Is a Symbol of U.S. Infrastructure – BB
The Investing Pros and
Cons of Trump – BB
TRUMP
Editorial: Investigate
Trump's Russia Ties – BB
Trump Team’s Growth
Forecasts Far Rosier Than Those of CBO, Private Economists – WSJ
Mike Pence Says U.S.
Backs NATO but Urges Europe to Boost Military Spending – WSJ
Candidate Trump Tries to
Salvage Embattled President Trump – BB
Why the White House Is Leakier Than Trump Tower – BB
Paul Krugman: On
Economic Arrogance – NYT
Tim Worstall: Krugman's Trick
On Trump Admin Forecasts – Forbes
OTHER
Aurelija Augulyte’s
FX: The show must go on – Nordea
QE
unwind - this time is different? EUR safer than USD, but USD in the driver
seat, as economic surprise index sticky high. The USDJPY toward 110... and
lower, once oil prices give in.
On the Political
Nature of Monetary Policy – Francesco
Saraceno
Charlie Munger's Talk at Daily Journal Annual Meeting 2017 – Market Folly
Charlie
Munger's Daily Journal February 2017 Annual Meeting – Can Turtles Fly
REGULARS
Morning Report APAC
– TF
Asian markets were lower at the
start of trading with investors waiting on the sidelines for more information
on Donald Trump's tax plan. Meanwhile the AUD fell back from 0.77 while the
euro is in decline on political concerns surrounding the French election.
FirstFT – FT
Mattis reassures Iraqis: US defence
secretary tells Baghdad that Washington will not try to seize the country’s oil
* Kraft Heinz drops Unilever deal and queens of the stoned age
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
More political uncertainty in France
& Italy, bonds rally, PMI week ahead * Greek discussions to fail to reach a
compromise again * Speculation on a new French alliance drives rates * GBP
declined on weak retail sales
Morning Markets
– TF
Europe's leaders meet with Mike
Pence Monday morning seeking clarity from the US vice-president over a host of
issues as they try to ascertain what will happen to Nato and Europe under a
Trump administration.
From the Floor
– TF
Equities in recent months have
gained heavily, so heavily that one could get worried. Scrutinizing sectors and
markets should help to find potential future outperformers.
Daily Market Comment
– Marc
Chandler
Marking Time on Monday
Brussels Playbook –
Politico
Pence does Brussels — Inside the
EU’s Brexit meeting
US Open – ZH
Global Stocks Rise, S&P Futures
Hit New Record High Despite US Market Closure
FX Update
– TF
The economic and event risk calendar
this week is thin ahead of next week’s important policy speech from US
president Donald Trump. Technically the US dollar remains adrift as we search
for the next trending move.
FINNISH
Aamukatsaus – Nordea
Ei sopua Kreikasta - Kreikka euroryhmän kokouksen kuumin
puheenaihe * Brexitin aiheuttama epävarmuus näkyy viimein Ison-Britannian
vähittäismyynnissä * Ranskan vaalikamppailu painaa Saksan korkoja
Hyvä suhdannepolitiikka edellyttää mahdollisimman vähän
poliittista harkintaa. Sveitsi on malliesimerkki joustavan menosäännön
noudattamisesta.
Aamukatsaus – Osakeliitto
Aamukatsaus – Inderes
Aamukatsaus – Nordnet
Aamukatsaus – Evli
Markkinakalenteri – Nordnet
Talouskalenteri – Kauppalehti
Pörssien aukioloajat – Nordnet