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Monday, February 27

27th Feb - Quiet Recovery

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In Europe, Four Main Concerns About Trump – WSJ
Euro zone sentiment edges higher in Feb as expected – Reuters

Germany’s Schulz and Merkel neck and neck in poll – Politico
What Does the French Election Mean for the Euro? – WSJ
The Priced-In Risk of Marine Le Pen's Victory – BB
Dijsselbloem Comes Out Fighting as Wilders Holds Dutch Poll Lead – BB
WSJ/NBC Poll: Majority Finds Trump Coverge  "Too Critical, Exaggerated":–
Author Of Steve Bannon's Worldview Explains The Path Ahead – ZH
Cold Feet About Obamacare Repeal – ZH
Mark Gilbert: Trump's Fed Can Start a Central Bank Revolution – BB

8 Signs the Trump Trade Is Crumbling – WSJ
Chief Economist's Corner: Trump and inflation – Nordea
Bond Market Is Flashing Warning Signal on Trump Reflation Trade – WSJ
Trump budget plan boosts Pentagon, trims State Dept, EPA: officials – Reuters
Trump’s policies: Evidence from company stock reactions – vox

Alpha or AssetsInvestor’s Field Guide
Strategies should be built for alpha, not scale—but the asset management industry has gone in the opposite direction.

Morning Report APACTF 
All three leading US indices were up marginally on Friday. But the investor mood was gloomy in Europe where the Dax CAC 40 and FTSE 100 all lost ground. Asian investors are echoing the pessimism in Europe today with leading benchmarks in retreat.



Danske DailyDanske Bank

Waiting for Trump and Yellen * President Trump takes centre stage this week * 10-year Bund yield hits yearly low, with 2-year at record low * GBP drops as May said to prepare for Scottish referendum

Morning MarketsTF
Anxiety over US president Donald Trump's speech to Congress tomorrow has helped keep gold high and push the dollar down against the yen over the weekend while across the ocean in Europe the continent continues to fret over threats to unity.

From the FloorTF
A rather important week lies ahead. Tomorrow US president Donald Trump will speak before Congress and disclose details of his tax reform plans, which has the potential to make a big impact on corporations as well as on the dollar.

Daily Market Comment Marc Chandler
Asia Stumbles, Europe Recovers, Waiting for Trump

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bell BI

US Open ZH
Global Stocks Drop, Futures Flat; French Yields Slide As Political Jitters Subside


Aamukatsaus – Nordea
Lunastaako Trump lupauksensa? * Presidentti Trump puhuu kongressille aikaisin keskiviikkoaamuna * Fedin Yellen pitää puheen USA:n talouden näkymistä perjantaina * Päivän tärkein datajulkistus on USA:n kestotavaratilaukset