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Monday, March 13

13th Mar - Quiet start of a busy week

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Before Trump meeting, Merkel says trade vital for U.S. and Germany – Reuters

Dutch elections a signal for broader Euroscepticism? – ABN AMRO
Dutch Election Upended as Turkey Dispute Seen Aiding Wilders – BB

Draghi Outlook Snaps Euro Interest-Rate Bears Out of Hibernation – BB
Expect a large take at the final TLTRO II auction – Danske Bank
Euro inflation divergence – ABN AMRO

Trump Administration Modifying Stance on Way to G20 – Marc Chandler

A March hike is a done deal - focus on forward guidance – Nordea
These Fed Officials Give the Best Policy Signal – BB
The Set Up As The FOMC Get Ready For A Third Rate Hike – Urban Carmel

A Global "Tightening Tantrum" Has Begun; RBC Urges 'Seek Protection', VIX To Double – ZH

Morning Report APACTF
There's plenty of movement in commodity markets with crude retreating below its 200 day moving average. Gold slipped as well but found some support. Meanwhile all three leading US indices gained ground on Friday.


May Set to Trigger Article 50, HSBC Appoints New Chair

Danske DailyDanske Bank

Lower USD rates, weaker USD and NOK * Busy week with Dutch election, Fed, Norges Bank and more * USD rates lower on good payrolls – exhaustion * USD down on profit taking as Fed hike priced in

Morning MarketsTF
Upbeat US nonfarm payrolls data were a positive factor for investor sentiment in Asia today but local events led to divergence in the performance of equity markets across the region. Meanwhile reports of an imminent Article 50 invocation have boosted the British pound.

From the FloorTF
We're in for a busy week. Mario Draghi speaks today, where he may squash ECB rate hike rumours that saw the euro closing higher on Friday. Tuesday, UK prime minister Theresa May is expected to get parliamentary approval for Brexit. The following day the Dutch go to the polls in their most contentious election in decades on the same day the Federal Open Markets Committee is expected to announce as rate hike. And the week ends with the G20 finance ministers' meeting.

Daily Market CommentMarc Chandler
Bonds and Equities Rally, Dollar Heavy

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Global Stocks Rise, S&P Futs Flat As Dollar Rebounds Ahead Of Critical Week For Markets


FX UpdateTF
The solid US jobs report on Friday failed to stoke any enthusiasm for the greenback as traders possibly eye G20 and Trump administration this week rather than the FOMC meeting and the expected rate hike.

Edessä Fedin ensimmäinen nosto * USA:n helmikuun työllisyysraportti oli vahva * Luvassa useita keskuspankkien korkopäätöksiä * Markkinat odottavat Hollannin parlamenttivaalien tulosta