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EUROPE
Juncker to Member
States: We Need To Talk! – euinside
Juncker’s Meltdown
"Shit! What Do You Want Us To Do?" – ZH
Don’t be short GBP now – Macro Man
The Complete Preview Of
The March 15 Dutch General Election – ZH
Editorial: A 'Bad Bank'
Could Be Good for Europe – BB
Germany’s Social
Democrats make big welfare promises – Politico
EUROPEAN CENTRAL BANK
ECB Preview: Inflation on target but still too early to discuss tapering – Danske Bank
Draghi Seen Keeping Cool
on Stimulus Drive Amid Inflation Surge – BB
So turns out Target2
imbalances in 2012 WERE a big deal – FT
ECB to stay cautious for now – ABN AMRO
ECB to stay cautious for now – ABN AMRO
UNITED STATES
FEDERAL RESERVE
FEDERAL RESERVE
Goldman Raises March
Rate Hike Odds To 95% After Yellen Speech – ZH
Wall Street Reacts To
The Fed's Imminent Rate Hike – ZH
Yellen supports hike in
March – we now expect a three hikes in 2017– Danske Bank
Early rate hike means
change in our U.S. rates scenario – Pictet
OTHER
It
looks like the Federal Reserve is ready to hike rates this month. But the
markets don't look like they're ready for it. Meanwhile there is plenty of
action in commodities as well.
BIS Quarterly Review, March 2017 – BIS
STOCK
MARKET
Barry Ritholtz: How
Expensive Are Stocks -- Really? – BB
How Trump Changed The
Market: Goldman Explains – ZH
"What Has Kept The
Rally Going": Some Thoughts From Deutsche Bank – ZH
Poor Close Ends Record
Run For Stocks – Dana Lyons
Buffett on Valuation – The Brooklyn Investor
Asset Markets as Banks –
Philosophical Economics
A Value Opportunity in
Preferred Stocks – Philosophical Economics
REGULARS
China's has trimmed its growth
expectations for this year. Meanwhile investors in Tokyo are jittery after
North Korean missile lauches raised regional tensions.
Deal to create Europe’s
second-biggest fund manager, Trump’s wiretap claims
Aberdeen, Standard Life Agree
Merger, GM Sells Opel, Deutsche Bank to Tap Investors
Profit-taking after Yellen, Fillon
clings on, CNY no longer to be kept stable? * Blaster week in terms of exciting
events * France: Juppe could beat Macron * USD weaker vs G10
The week begins against a turbulent
backdrop: Missiles in the Sea of Japan wiretapping claims and allegations of
collusion with foreign powers in the Oval Office and yet more hurdles on the
road to Brexit.
From the Floor –
TF
US Federal Reserve chief Janet
Yellen and Fed vice chairman Stanley Fisher on Friday more or less confirmed a
March interest-rate hike, and the question for the dollar now is the pace of
further tightening, as expectations there seem to be unchanged.
The Dollar Gives Back More Before
Consolidating
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
S&P Futures, Global Stocks, Euro
Dragged Lower By Deutsche, Geopolitics, French Election Worries
The odds of another Fed rate hike at
the March 15 FOMC meeting notched higher still after Fed vice chairman Fischer
and Fed chair Yellen chimed in with supportive rhetoric on Friday but the
dollar's reaction was muted as future pace of hikes is seen to be unchanged.
FINNISH
Sami Metelinen: Euroopan vaaleista onkin tulossa käänne
liittovaltion suuntaan – Verkkouutiset
Tämän vuoden piti olla populismin ja nationalismin
riemuvoitto Euroopassa. Saksan ja Ranskan vaaleissa yllättäjiksi ovatkin
nousemassa liberaalit federalistit.