Juncker’s “four or five scenarios” for EU integration after Brexit – Open Europe
Euro area fiscal stimulus prospects – Pictet
As Donald Trump Heads to Congress, a New Polarization Is Hardening – WSJ
What if Donald Trump played the Kremlin? – Politico
China Will Rein in Growth, Credit Targets in 2017 Master Plan: Economists – BB
FX nugget: Does Yellen need Trump clarity? – Nordea
Morning Report APAC – TF
The USD is bid after the US president promises his speech will include an announcement on infrastructure spending.
FirstFT – FT
Biggest US security budget increase in a decade, the university degree that runs Britain, and our cosmic junkyard * Rise in defence spending would be offset by drastic cuts to EPA and social security
WSJ City – WSJ
Mixed U.K. Confidence, Fixing Europe’s Bad Debts, Anxieties Over Trump Speech
Danske Daily – Danske Bank
Eye-Opener – Nordea
Bullish equity markets * Fed might need to hike rates in the near future - Higher probability of a March hike * Trump tonight * Euro up, despite being up for debate
Morning Markets – TF
Strong US data are expected to sweeten the waiting time until US president Donald Trump speaks to congress which is scheduled to happen just after midnight GMT Wednesday when he is expected to reveal details on his tax policy including possible trade interventions such as border adjustment tax.
From the Floor – TF
All eyes are on US president's speech before Congress tonight, which could have serious consequences for the dollar, US stocks and commodities.
Daily Market Comment – Marc Chandler
Markets Little Changed as Breakout is Awaited
Brussels Playbook – Politico
Five Things You Need to Know to Start Your Day – BB
10 things you need to know before the opening bell – BI
US Open – ZH
With All Eyes On Trump Tonight, US Futures, Global Stocks Hug The Flatline
Frontrunning – ZH
FX Update – TF
The greenback has dithered in recent weeks within the range as the market wonders whether Trump’s potential policy steps may already be in the price. Tomorrow’s US PCE inflation release is also pivotal for the Fed’s March rate hike odds as this influential inflation measure is near multi-year highs.
Aamukatsaus – Nordea
Luvassa Trumpin odotettu puhe * Euroalueen talouselämän luottamus nousi korkeimmalle tasolleen kuuteen vuoteen * Tänään julkaistaan Ranskan ja Italian helmikuun inflaation pikaennakot * Kiinan teollisuuden ostopäällikköindeksin odotetaan heikkentyneen helmikuussa
NAIRU, työvoiman saatavuus ja palkkojen nousu – Roger Wessman