Google Analytics

Saturday, March 25

24th Mar - European rally on PMIs



Follow ‘MoreLiver’ on Twitter


EUROPE
Vote on 5 scenarios for the future of Europe – Politico

Eurozone Flash March PMI – Markit
France Flash March PMI – Markit
Germany Flash March PMI – Markit
Another spectacular rise in euro area PMIs – Pictet

 
REGULARS
Morning Report APAC – TF
The delayed healthcare bill weighed on equities on Wall Street on Thursday but Asian markets are heading higher today. In commodities gold has firmed while crude prices look fragile.

FirstFT – FT
London attacker Khalid Masood, Deutsche, British Airways

WSJ City – WSJ
Europe Struggles With Terror Threats, Markets Increasing Resilience, What Follows the ‘Trump Trade’

Danske Daily – Danske Bank

Eye-Opener – Nordea
Equities back in black; strong demand for long ECB liquidity; USD regaining lost grounds * Euro-area PMIs today * Final TLTRO2 allotment * Stronger USD

Morning Markets – TF
The dollar is showing signs of life once again as the markets interpret a delay in the vote on Donald Trump's healthcare bill as a signal he may get his way after all. It's hardly a ringing endorsement however and an underlying nervousness still pervades markets.

From the Floor – TF
Crude oil futures are hovering above support into this weekend's meeting between Opec and non-Opec producers in Kuwait. Saxo Bank head of commodity strategy Ole Hansen says investors should expect bullish talk, but maintains that his bias is ultimately neutral.

Daily Market Comment – Marc Chandler
Dollar Trying to Stabilize Ahead of the Weekend

Brussels Playbook – Politico

Five Things You Need to Know to Start Your Day – BB

10 things you need to know before the opening bell – BI

US Open – ZH
All Eyes On Washington: US Futures Rise On Hope Healthcare Vote Will Pass

FX Update – TF
US President Trump has put his foot down and demanded a do-or-die vote on the healthcare package today in the US House threatening late Friday volatility for the US dollar on a possible rush for positioning ahead of the weekend.

FINNISH
Aamukatsaus – Nordea
Tussahtaako Trump? * Yhdysvaltain edustajainhuoneen äänestys terveydenhuoltolakiuudistuksesta lykkääntyi * EKP:n neljäs ja viimeinen TLTRO-rahoitusoperaatio herätti suurta kiinnostusta * Tänään julkaistaan pikaennakot euroalueen maaliskuun ostopäällikköindekseistä