Google Analytics

Tuesday, February 28

28th Feb - Waiting for Trump's speech

Follow ‘MoreLiver’ on Twitter

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 APACTF
The USD is bid after the US president promises his speech will include an announcement on infrastructure spending.

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

Mixed U.K. Confidence, Fixing Europe’s Bad Debts, Anxieties Over Trump Speech

Danske DailyDanske Bank

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 MarketsTF
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 FloorTF
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 CommentMarc Chandler
Markets Little Changed as Breakout is Awaited

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US Open ZH
With All Eyes On Trump Tonight, US Futures, Global Stocks Hug The Flatline


FX UpdateTF
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.

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