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Monday, March 6

6th Mar - Light-bearish

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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 nowMacro 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

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

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

Macro Monday Week 10: It's all about the Fed here comes the boomTF
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

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

Morning Report APACTF
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

Danske DailyDanske Bank

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

Morning Markets TF
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.

Daily Market CommentMarc Chandler
The Dollar Gives Back More Before Consolidating

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

S&P Futures, Global Stocks, Euro Dragged Lower By Deutsche, Geopolitics, French Election Worries


FX UpdateTF
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.

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.

Ammattiliitot ja yleissitovuus pitää hävittää – pakko Euro-onnelassaTyhmyri

Aseman mamumielenosoitus ja pöllöpolitrukkien ökyröyhtäys JS Hankamäki