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Tuesday, March 14

14th Mar - Nervous, semibearish ahead of Fed

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Dani Rodrik: How Much Europe Can Europe Tolerate? – Project Syndicate
Jacob Kirkegaard: Fears of Right-Wing Populism May Be Overblown – PIIE
ECB's core inflation forecast is still too optimistic – Danske Bank

Shifting Dots –
Tim Duy
Goldman Warns CBO Report Will Substantially Delay Obamacare Repeal – ZH
Goldman Downgrades Stocks "Asymmetry For Equities Is Getting Worse" – ZH

Oil Supply Remains Resilient, Prices Heavy – Marc Chandler

Morning Report APACTF
Asian markets traded sideways following Wall St's mixed close. It was a quiet session in the US with many focused on New York's huge incoming snow storm. Meanwhile the UK Parliament gave the green light for Prime Minister Theresa May to begin the Brexit process.

Toshiba’s rollercoaster ride, Brexit overshadowed, Yemen

Sterling Slides as Brexit Bill Passes Parliament, UK Firms Prepare to Leave EU

Danske DailyDanske Bank

Another referendum, disappointing Chinese retail data, higher US yields * Swedish CPI in an otherwise light calendar * EUR declined amid ECB comments * USD waiting for Fed

Morning MarketsTF
China's industrial output has picked up with growth of 6.3% in the first two months of the year from the same period last year and fixed-asset investment grew 8.9% year-on-year fresh data showed on Tuesday. Asian stock markets were mixed and the US dollar firmed broadly.

Daily Market CommentMarc Chandler
Brexit Takes Fresh Toll on Sterling, While Dollar Firms more Broadly

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your Day BB

10 things you need to know before the opening bell BI

Global Stocks Drop Ahead Of Fed Rate Decision; Dollar Rises As Sterling Tumbles


FX Update TF
A few key days lie ahead for the US dollar as the Fed meets on Wednesday and for the euro as traders try to ignore European political risks such as tomorrow’s Dutch election and bid up the euro on enthusiasm for a shift in the European Central Bank’s policy stance.

Suomen inflaatio kiihtymässä * Odotamme Ruotsin inflaation nousseen Riksbankin tavoitteeseen * Saksan ZEW-indeksin odotetaan vahvistuneen entisestään * Skotlannin pääministeri on ilmoittanut pyrkivänsä järjestämään uuden kansanäänestyksen Skotlannin itsenäisyydestä