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Thursday, March 23

23rd Mar - Second recovery day

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The Netherlands just issued two friendly reports on Brexit – Open Europe

Banks Scramble For Free ECB Money: €233.5 BIllion Allotted To 464 Banks – ZH
Take-up of TLTRO loans is good news for euro bank credit – Pictet
What will TLTRO funds be used for? – ABN AMRO

Europe's Murky Path to Normal Monetary Policy – BB
Euro zone survey data point to robust first quarter, ECB says – Reuters
Economic Bulletin Issue 2, 2017 – ECB

Mohamed El-Erian: The Many Culprits in Tuesday's Market Selloff – BB
What if breakeven inflation and the “term premium” are measuring the same thing? – FT
How Asness Became A Billionaire By Building A Vanguard Of Hedge Funds – Forbes

Morning Report APACTF
Five people are dead including a policeman and the assailant after the apparent terrorist attack described by PM Theresa May as 'sick and depraved'.

London on alert after terror assault, why mavericks are better than mega-mergers, and how Puerto Rico ran out of blond hair dye

Police Arrest Seven Following Westminster Attack, May Faces First Major Security Test

Danske DailyDanske Bank

Markets marked by worries about Trump’s pro-business agenda *^Today: last TLTRO and vote on Obamacare * Rates grind lower with worse risk appetite * USD/JPY hits lowest level since November 2016

Morning MarketsTF
Tuesday's equities selloff was met by an attempted recovery in both the US and Asia but while bourses in both regions gained ground volatility is elevated and further downside risk remains.

From the FloorTF
Brent may have survived the first test of its defences at the the $50/barrel mark, but with Opec running out of firepower and Libya coming back online, it might only be a matter of time. Meanwhile, last-ditch negotiations could rescue Trump's healthcare plan.

Daily Market Comment Marc Chandler
Some Thoughts about the Recent Price Action

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Global Stocks, US Futures Rebound Ahead Of Critical Obamacare Repeal Vote, Yellen Speech


FX UpdateTF
Today's vote on the controversial Obamacare repeal bill is being treated as a key signal of the Trump administration's ability to set policy with dollar pairs waiting on the result.

Joko edullinen keskuspankkiraha kiinnostaa? * EKP julkaisee viimeisen TLTRO-rahoitusoperaation * Yhdysvaltain edustajainhuone äänestää terveydenhuoltolakiuudistuksesta * Öljyn hinta laski alle 51 dollariin