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EUROPE
Czech National Bank Ends Currency
Cap, Floats Koruna – ZH
EUROPEAN CENTRAL BANK
Mario Draghi: Monetary policy and the
economic recovery in the euro area – ECB
Draghi sees no need to deviate from
stated policy path – Reuters
Draghi Draws Line Under ECB Rate
Debate and Warns on Prices – BB
Peter Praet: Calibrating
unconventional monetary policy – ECB
ECB's top economist upholds policy
plan against rate speculation – Reuters
The ECB’s upcoming repo market
headache – FT
UNITED STATES
JOBS REPORT
5 Things to Watch in the March Jobs Report – WSJ
March
Employment Preview: Mixed Signals – Bill
McBride
Fed
Likely To Discount Weakness in March Employment Report – Tim
Duy
FEDERAL
RESERVE
Lots To Chew On In The
FOMC Minutes – Tim
Duy
FOMC minutes:
Quantitative tightening is moving closer – Danske
Bank
OTHER
How
To Trade The Trump-Xi Summit – ZH
Cracks in the reflation
trade – Bond
Vigilantes
SocGen:
Upcoming Central Bank Reversal Can't Be Helpful For Stocks – ZH
REGULARS
Morning Report APAC
– TF
Asia followed Wall St's lead down
after FOMC minutes indicated a majority of Federal Reserve officials believed
the central bank would begin to shrink its $4.5tn balance sheet before the end
of 2017.|
FirstFT – FT
PM accepts possible extension of EU
rules, Germany’s contentious new law, and a miracle drug no one wants
WSJ City – WSJ
Co-op Swings to Loss, Unilever
Restructures, Fed to Shrink Balance Sheet
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
German industrial orders and ECB
speakers * US yields lower despite strong ADP and reinvestment phase out * USD
weaker as Fed seen closer to shrinking balance sheet
Morning Markets
– TF
Markets are braced Thursday for a
powerful dose of risk-off as a Fed plan to reduce its balance sheet sent
indices down and pulled the rug from underneath the Trump trade as he sits down
Thursday for a meeting with Xi Jinping|
From the Floor
– TF
Risky assets are on the ropes after
Wednesday's Fed minutes showed the bank to be planning a liquidity-crushing
balance sheet reduction while comments from US Speaker of the House Paul Ryan
deflated lingering hopes of a Trump-led tax reform bonanza.
Brussels Playbook
– Politico
First Vučić interview — Syria
letdown — EPP divided on Hungary
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
Global Stocks Rebound From Overnight
Lows, On Edge Ahead Of Trump-Xi Meeting
Frontrunning
– ZH
FINNISH
Aamukatsaus – Nordea
Odotamme Saksan teollisuuden tilausten kääntyneen vahvaan
nousuun | Fedin avomarkkinakomitean kokouspäiväkirja oli hieman odotettua
haukkamaisempi | Ruotsin helmikuun tuotantoluvut olivat vahvat