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EUROPE
Credit Suisse’s five
scenarios for the Greek crisis – ZH
Dutch Elections: Resignation
of Minister a game changer? – ABN
AMRO
Editorial: How to Defeat
Le Pen – BB
An Italian residence permit, yours for €500,000 – Politico
Deutsche shares drop
after second full-year net loss – FT
View: Actually, Germany
Hates the Undervalued Euro – BB
Minister Quits as
Biggest Post-Communist Protests Rock Romania – BB
Romanian minister
resigns after huge anti-graft protest – Reuters
Economic Bulletin Issue
1, 2017 – ECB
Economic growth in the
euro area is broadening – ECB
Financial cycles and the
macroeconomy – ECB
UNITED
KINGDOM
Bank Rate held at 0.25%, bond purchases unchanged – BOE
Bank Rate held at 0.25%, bond purchases unchanged – BOE
Inflation Report,
February 2017 – BOE
BOE Sees Stronger Growth
as Some Officials Flag Inflation Unease – BB
Pound Slides After BOE –
ZH
Worstall: ‘Brexit bust’
- BoE Upgrades Growth Projections – Forbes
BoE maintains neutral
bias despite increasing inflation – Danske
Bank
BoE a bit more hawkish
but no tightening imminent – Nordea
Sterling Reverses Lower
on BOE – Marc
Chandler
UK confirms it will
leave customs union – Politico
UK government publishes
Brexit white paper – Politico
British Brexit paper
stresses hope for mutual EU/UK benefit – Reuters
UNITED STATES
FEDERAL RESERVE
FEDERAL RESERVE
Fed nods to improved
sentiment but March hike unlikely – Nordea
US FOMC Review – Daiwa
Fed Is Already Reversing
QE In A Strange Sort Of Way – Forbes
TRUMP
Trump Slams ‘Dumb Deal’
With Ally Australia After Testy Call – BB
Trump harangues
Australia PM over refugee deal in curt phone call – FT
Trump’s Refugee Ban and
the Legal Battles Ahead: QuickTake Q&A – BB
Open letter to Trump
from Google, Apple, Facebook, others – ZH
Trump Twitter Bursts
Throw Decades-Old Alliances Into Disarray – BB
SG’s Albert Edwards on Trump – ZH
OTHER
Team Trump’s currency rhetoric is making G20 FX discussions more likely.
After last year’s "Shanghai accord", a Hamburg accord might be
possible. G7/G20 can have a short-term impact. The political calendar of 2017
just became even more interesting.
Barry Ritholz: Try
Breaking Your Media Filter Bubble – BB
REGULARS
The US dollar was bid after the Fed
left rates unchanged and offered a positive view of the US economy.
Parliamentary approval signals start
of EU exit process, Australian PM has ‘worst phone call’ with Trump and the
long arm of Myanmar’s military
Deutsche Bank Posts Loss, May Wins
Brexit Vote
Strong PMIs, Fed monitoring
developments, BoE ahead * Swedish PMI hits a 7-year high * Futures continue to
point to June Fed hike * Dollar stronger on the day
The post-election dollar surge
underpinned by the Trumpflation trade is beginning to look like it is in
full-on retreat as the indications are that the firebrand president is
increasingly pursuing a weaker-dollar strategy. The Fed meanwhile watches on
and wrings its hands.
It's been a strong fourth quarter
for the US and there is every chance that Europe will follow suit in the first
quarter of 2017.
Dollar Remains on Backfoot After ADP
and FOMC
Dollar Slide Accelerates After Fed
Fails To Boost Confidence, Pressures US Futures
The FOMC statement released late
yesterday saw a number of small language adjustments few of which indicated any
new urgency on the need for the next rate hike. The US dollar is settling lower
once again as the market eyes Friday’s jobs report and what if anything will
stop the greenback’s slide.
FINNISH
Euroalueen teollisuuden odotukset kuuden vuoden huipussa
* BoE:n päätöksessä Brexitin pelätyt seuraukset painavat inflaation kiihtymistä
enemmän * Fed ei tehnyt muutoksia rahapolitiikkansa * Japanin 10-vuotisen
valtionlainan korko nousi yli 0,1 prosenttiin