Follow ‘MoreLiver’ on Twitter
EUROPE
What might the Eurozone
crisis have looked like without the Euro? – Raja Korman
Saving the euro from
itself is a work in progress for the ECB's Draghi – BI
ECB sees seeds of next
crisis in Trump deregulation plan – Reuters
Trump Ghost Looms Over EU Summit as Leaders Push Back – BB
EU Set to Renew Its Russia
Blacklist – BB
Most British voters now
approve of May's approach to Brexit: poll – Reuters
GERMANY
Schauble: Euro Is
"Too Low" For Germany, Blames Mario Draghi – ZH
Poll gap between
Merkel's conservatives, Social Democrats shrinks to 4 points – Reuters
Chancellor Schulz after
the September election? – Nordea
FRANCE
Le Pen Kicks Off
Campaign Echoing Trump: Highlights From Manifesto – ZH
Marine Le Pen’s plan to
make France great again – Politico
Le Pen kicks off
campaign with promise of French 'freedom' – Reuters
France’s Marine Le Pen
Unveils Presidential Platform Measures – BB
Fillon Scandal Boosts
Macron With France Inc. in Elysee Race – BB
France's Macron attacks
Le Pen as frontrunners campaign in Lyon – Reuters
Macron Warns on U.S.
Global Role, Welcomes Innovators to France – BB
French Spread Blows Out
After Fillon Announces Unexpected Press Conference – ZH
Marine Le Pen’s Plan to
Break Up the Euro – BB
An unworkable economic
plan is mixed with unvarnished xenophobia – FT
UNITED STATES
El Erian: The January
Jobs Report's Messages and Implications – BB
February Macro Update:
Strong Start to 2017 – Fat Pitch
View: How Big Government
Has Outlasted Presidents for a Century – BB
TRUMP
Noah Smith: Trump Isn't
All Wrong About Currency Manipulation – BB
Trump Says Obamacare
Replacement Could Take Until Next Year – BB
Goldman Sachs Are
Starting to Worry About President Trump – BB
OTHER
Japan's Mr Yen says dollar could fall below 100 yen by end-2017 – Reuters
JPM: Trend Turning Points Occurring At The Fastest Pace In History – ZH
The monetary policy focus will shift downunder this week with both the
RBA and the RBNZ to announce monetary policy decisions. Meanwhile the
pro-business deregulation-minded and protectionist stance of the US
administration is starting to make its mark.
REGULARS
Asian markets opened up today
following a strong lead from Wall St on Friday. Meanwhile a key focus will be
China's Caixin Services PMI.
Article 50 bill reaches final
stages, the death of the US factory dream, and how to always get what you want
Bankers Bullish on 2017, Ryanair
Profit Falls
Rates and USD down on mixed payrolls
report, NOK performs * German orders today * Lower yields after jobs report * USD
dented by soft earnings growth
Donald Trump's plan to roll back the
Dodd-Frank act looks likely to see European indices rise Monday on the back of
a likely lift for the banking sector as the new president turns his attention
to regulations set in place after the great financial crisis of 2008.
Jitters about the French
presidential elections are driving a flight to quality in core bonds,
benefiting Bunds, with European sovereign spreads widening. In equity markets,
financial stocks are in focus after US president Donald Trump met with
financial industry leaders to discuss rolling back the Dodd-Frank regulations.
Daily Market Comment
– Marc
Chandler
The Dollar: Real or Nominal Rates?
Global Stocks, US Futures Rise
Despite Growing Political Tension In Europe
Frontrunning
– ZH
US dollar bulls were frustrated by a
slowdown in earnings rises in January keeping the USD outlook sidelined for
now. Elsewhere AUD looks overextended if the RBA doesn’t support recent
strength with a hawkish change of guidance.
FINNISH
Saksalla hyvä vire päällä * Fedin kolme koronnostoa
epätodennäköinen työllisyyslukujen valossa * Huomenna julkistetaan USA:n
joulukuun JOLTS-raportti * Saksan vuoden 2016 kauppataseen ylijäämä
todennäköisesti ennätyskorkea
ESSEE: Euron synnytys muistuttaa rikollista ihmiskoetta, Euro
otettiin käyttöön puoli vuosisataa liian aikaisin, arvioi professori Markku
Kuisma.