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EUROPE
Nordic Outlook: Economic and
financial trends – Danske
Bank
UNITED STATES
U.S. Consumer Confidence Unexpectedly Surges to a 16-Year High – BB
Consumer confidence hits 16-year high in boost to economy – Reuters
U.S. Consumer Confidence Unexpectedly Surges to a 16-Year High – BB
Consumer confidence hits 16-year high in boost to economy – Reuters
The
Gap Between Sentiment and Certainty Is ‘Stunning’ – WSJ
The Cost of Trump's
Deepening Unpopularity – BB
Yellen Says Pockets of
‘Persistently High’ Unemployment Remain – BB
Fed's Fischer Says Two
More 2017 Rate Hikes Seem About Right – BB
OTHER
Perspectives
March/April
– Pictet
Will
higher rates hurt US growth? * The Bank of Japan still has firepower * Just how
likely is Frexit? * Investment strategy highlights * 10-year expected returns *
Deal-making * EM currencies in the era of Trump
REGULARS
Morning Report APAC
– TF
The Dow Jones and S&P 500 closed
lower as investors evaluated the recent stumbling blocks for Trump and
prospects for his ambitious economic agenda.
FirstFT – FT
WSJ City – WSJ
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
TrumpCare mishap priced-in, Quiet
markets, Nordea Outlook out today
Morning Markets
– TF
Asian markets have recovered from
the shortlived slump that followed the Trump administration healthcare bill
failure but is this optimism of the blind variety or are there strong
fundamentals underpinning the more positive tone?
From the Floor
– TF
US stocks rebounded Monday after
president Donald Trump's failure to pass the Obamacare repeal bill, but Saxo
head of equities strategy Peter Garnry says continued weakness in financials,
materials, and industrials points to a shallow bounce overall.
Daily Market Comment
– Marc
Chandler
Prospects for Turnaround Tuesday?
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
"They 'Buy The Dip' Yet
Again": Global Stocks, US Futures Rebound; Dollar Rises Off 4 Month Lows
Frontrunning
– ZH
FINNISH
Saksan
talouselämän luottamusindeksi (IFO) nousi maaliskuussa 112,3 pisteeseen |
Odotamme Ruotsin vähittäismyynnin kasvaneen 3,0 prosenttia edellisvuodesta |
Euroalueen osakemarkkinat menestyvät nyt Yhdysvaltain osakemarkkinoita paremmin
EKP ei roskapankki vaan takaovi eurobondeille – Roger
Wessman