Follow ‘MoreLiver’ on Twitter
EUROPE
Editorial: Budget Advice for the EU's Big Three – BB
Germany, France and
Italy face different challenges. Here’s how to get fiscal policy right.
UNITED STATES
U.S. Stocks Slump, Bonds
Rally Amid Trump Turmoil: Markets Wrap – BB
OTHER
Gary Shilling: 6
Long-Term Economic and Investment Themes – BB
With
Trump’s agenda mostly stalled, pay attention to stimulus plans, globalization
and the aging of the population.
6 Charts Showing
How Trump Is Upending Markets – WSJ
REGULARS
Morning Report APAC – TF
Worries about White House turmoil have given gold a boost. Meanwhile
equities are heading lower in Asian markets today.
FirstFT – FT
Trump furore, hedge fund woes, robot insurers * Claim that president
asked FBI director to halt Russia probe
WSJ City – WSJ
Trump Furore Puts Agenda at Risk, Lloyds Back in Private Hands
Danske Daily – Danske Bank
Eye-Opener – Nordea
Trumpbulence, Dollar dented, Austrian election announced * The Riksbank
seeks to scrap its CPI target * Dollar declining on Trumpbulence * Austrian
election announced
Morning Markets – TF
A build in oil inventories sent crude futures lower following Tuesday's
API report which has combined with White House turmoil to send risk sentiment
into the negative as crude and JPY make gains.
From the Floor – TF
The latest chapter in the seemingly inexhaustible Trump/Russia story has
USD on the back foot as precious metals make gains on the decline in risk
sentiment.
Daily Market Comment – Marc Chandler
Drama In Washington Adds To Dollar Woes
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
Trumpquake: Futures Wipe Out Month's Gains In One Session, VIX Spikes
Frontrunning – ZH
FX Update – TF
A story broke overnight that US president Trump tried to interfere with
the FBI’s inquiry staffer setting off a fresh round of USD weakness on the
derailed Trump trade.|
In the short-term however the USD weakness may be getting overdone at
least so far as this brand of story goes.
FINNISH
Aamukatsaus – Nordea
Inflaatiosta
tulossa briteille ongelma * Dollari laskussa Trumpin myötä * Suomen kasvu
odotuksia nopeampaa * Tänään julkaistaan Ison-Britannian työllisyysraportti
Talouden nousu ei erityisen
hätkähdyttävä – Roger
Wessman