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Monday, March 27

27th Mar - Dip-buying after US "fiasco"

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The rise(s) and fall(s) of the European Union – Politico
How the EU lost its way – Politico
It’s the EU’s birthday, here’s what the papers are saying – Politico
EU Papers Over Divisions at 60th Birthday Party – WSJ
The future of the EU: Which road to take – Deutsche Bank

Euro bank credit still strong in spite of February weakness – Pictet

A Republican Fiasco Years in the Making – BB
Why Today's Republican Debacle Makes Tax Reform Less Likely – ZH
Policy risks mount – healthcare vote more important than you think – Nordea
With healthcare bill dead, Republicans turn to taxes – Reuters
GOP Eyes Tax Overhaul -- And Lessons From Health-Care Failure – BB
Donald Trump’s Need Now: Find a Governing Coalition – WSJ
White House Opens Door to Democrats in Wake of Health-Bill Failure – WSJ
Trump Said to Issue Far-Reaching Reversal of Obama Climate Push – BB
Republicans’ Tax Overhaul Could Face Its Own Slings and Arrows – WSJ
Could investigations of Trump administration be roiling investors? – MarketWatch
Five Keys to Understand Trump – Marc Chandler
Michael Bloomberg: Stop Blaming. Start Governing. – BB

Macro Monday: Is this the end of the Trump trade?TF
Dollar, S&P 500 Futures Drop on Health-Care Flop: Markets Wrap – BB
Momentum Builds for Yen to Break 110 – BB

Morning Report APAC – TF

Post-Brexit planning, Germany election, breaking the rules

City Calm Ahead of Brexit, BT Hit by £42m Fine, UK Slams Tech Firms

Danske DailyDanske Bank

Obamacare is still alive; weaker USD; negative risk sentiment * More solid growth signals from Germany today? * French 10-year back below 1% * USD weaker with Trump political clout cast in doubt

Morning MarketsTF
Asia-Pacific equities retreated on Monday following losses by US stocks on Friday after the Trump administration was dealt a blow by failure in Congress to repeal the Affordable Care Act known as Obamacare. Bonds and gold rose in a flight to safety. Oil prices fell after a meeting of Opec and non-Opec producers in Kuwait caused confusion by leaving it to an expert committee to decide on a possible extension of production cuts.

Brussels Playbook Politico
Bulgarian center-right returned — EU Brexit timeline — Rome summit wrap

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Global Stocks Slide, S&P Futures Tumble Below 50DMA As "Trump Trade" Collapses


Markkinoiden Trump-odotukset laskussa * Trump ei saanut tarpeeksi kannatusta terveydenhuoltolakiuudistuksen taakse * Saksasta odotetaan merkkejä vahvan kasvun jatkumisesta * Ison-Britannian pääministeri Theresa May käynnistää artikla 50 mukaisen eroprosessin keskiviikkona

Euroopan loppuratkaisu lähenee: "Lähivuosina keskusteluun noussevat euroalueen oma budjetti, verotusoikeus ja yhteinen velanotto"Talouselämä

Koskenkylä: Suomi tienhaarassa – itsenäisyys vai liittovaltio?Suomen uutiset

Pekka Korpinen Brysselin kone-ohjelmassa: Miten EU:n pitäisi kehittyä?YLE

Kai Mykkänen:Roomassa liikaa hymistelyäVerkkouutiset