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Thursday, February 9

9th Feb - Trump says tax deal, markets rally

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Trump's top pick for EU ambassador: 'Whether the eurozone survives, I think it’s very much a question that is on the agenda' – BI

Russia Economic Review – Daiwa

Portugal Banks’ Concern: Still Wobbly After All These Years – BB          

Marine Le Pen: Either the EU changes ‘or it will die’ – Politico

Exiting the European Union will cost a fortune – The Economist

WSJ Survey: Fears of a Trade War are Dampening Economists’ Optimism – WSJ

View: The (Sensible) Fine Print on Trump's Regulation Order – BB
View: How Trump Can Improve (or Tank) His Approvals – BB
In call with Putin, Trump denounces nuclear treaty – Reuters
Trump orders target cartels, crime as attorney general sworn in – Reuters
Trump vows 'phenomenal' tax announcement, offers no details – Reuters

Bridgewater CIO: Our investment success is the result of a culture of radical transparency – BI
Goldman Moves UK Office to US - You Won't Like Why – ZH
S&P Risk-Reward Surges To Worst Level In 23 Years – ZH
Stocks Soar To Record Highs As Trump Drops The 'T' Word – ZH

Morning Report APACTF
The Kiwi fell 0.5% after New Zealand's central bank kept its official cash rate at 1.75%.

Moelis & Co secures Saudi Aramco IPO mandate, US conservatives against climate change and where are the women in French politics?

MPs Pave Way for Brexit, SocGen Beats Estimates, Greece Split Over Creditor Demands

Danske DailyDanske Bank

Yields lower, USD weaker, road paved for Brexit * Norwegian Q4 GDP in focus * Euro area curves flatten driven by the long end * Trump rattles markets on currency manipulation comments

Morning MarketsTF
Today's US jobless claims figures are expected to show a continued advance in line with January's nonfarm payrolls data but if the US is anything in the era of Trump it's unpredictable.

From the FloorTF
In spite of a fourth bearish report in a row, oil continued to be met with a wall of buying. Meanwhile, gold appears to be taking a breather from its meteoric rise over recent days.

Daily Market CommentMarc Chandler
Dollar Bounce in Asia is Sold in the European Morning

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
May wins Brexit law vote * Trump writes a letter * Yuan in a sweet spot * Markets mixed * Data, weather due

10 things you need to know before the opening bellBI

Asian Stocks Hit 18 Month High; Europe, US Futures Bounce As Dollar Rises


FX UpdateTF
The RBNZ pressed several dovish buttons as it could find overnight and complained about FX strength. NZD longs were looking the wrong way after a recent steep rally and NZD pairs corrected sharply. Elsewhere the USD remains rangebound as US longer yields traded near lows for the year.

Osta ulkomaista saksalainen * Saksan kauppataseen ylijäämä ennätyksellisen suuri vuonna 2016 * Ruotsalaisten kotitalouksien kulutuksen kasvu hidastui joulukuussa * Euroalueen korkojen lasku jatkuu

Olli Kärkkäinen: Sosiaaliturva tienhaarassa – mitkä ovat vaihtoehdot?Nordea
Perustulo, perustili, osallistumistulo, yleisturva, kannustava perusturva − sosiaaliturvan uudistamisvaihtoehdoilla on monta nimeä. Mitkä ovat näiden vaihtoehtojen todelliset erot? Mihin suuntaan sosiaaliturvaa pitäisi viedä?