EUROPE
What to expect from Juncker’s “State of the
Union” speech tomorrow – Open Europe
How Western Capital
Colonized Eastern Europe – BB
Thank Economic Growth
for Germany’s Boring Elections – BB
OTHER
The
Daily Prophet: It's Hard to Keep a Good Stock Market Down – BB
The
Daily Prophet: Reflation Trades Show Signs of Life Again – BB
Japan:
Running on all engines – Danske
Bank
Changes to our ECB and
Fed scenarios – ABN
AMRO
Ari says get long
steepeners – The Macro Tourist
Taking the smart beta
plunge? Follow these golden rules – Modern
Investor
There Is Value in the
Value Factor – CFA
Institute
REGULARS
Japan's Nikkei 225 rose 1.08% in early trade and the US dollar held onto
overnight gains against the yen.
Brexit bill passes, soccer’s culture of corruption, Apple’s big day
Brexit Battles Remain for May, U.K. Faces Labour Market ‘Shock’
Equities leap, yields rise, new soft sanctions on North Korea * More
inflation data on the agenda * Yields rise and Austria surprises with possible
100-year syndication * EURUSD approaches 1.195
Shares traded higher after hurricane Irma was downgraded to a level of a
less dangerous storm. Stormy it is still however when it comes to the relations
of North Korea to the rest of the world. The widely isolated dictatorship state
got punished with additional sanctions.
Risk appetite continued to swell overnight as Asian markets followed the
US' bullish Monday path. Meanwhile, the loonie continues to surge with Canadian
two-year rates now 20 basis points above their US counterparts.
Center-right Norway win — Fake news database — May wins Brexit battle,
here comes the war
US 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
World Stocks Hit Fresh Record High As Irma, Korea Rally Continues; Pounds
Surges
Frontrunning – ZH
As risky assets surge and bond yields bounce back from the recent
relentless slide the yen and Swiss franc are the market’s favorite shorts. The
strongest G10 currency of late has been the loonie but beware of what awaits
Canada as the BoC moves to pop the housing bubble.
FINNISH
Tänään saadaan Ison-Britannian inflaatioluvut | Odotamme
Ruotsin inflaation hidastuneen | Turvasatamakysyntä laski, riskinottohalukkuus
kasvoi