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Monday, February 12

12th Feb - Post-crash talk

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ECB’s Sisyphean task: To credibly talk down the euroING
Despite recent attempts, we don’t believe the ECB will be able to credibly talk down the euro and look for more EUR/USD upside in the quarters to come

ECB's Record as a Bank Supervisor? Barely a Pass, Experts SayBB
Supervisor only given partial credit for improvements at banks * Barely gets passing grade from group of academics, analysts

White House Will Release Promised $1.5 Trillion Infrastructure Plan MondayZH

Trump Unveils Long-Promised Plan for Upgrading U.S. InfrastructureBB
Infrastructure proposal seen kicking off hard sell to Congress * 53-page report details plan to spur $1.5 trillion in spending

Trump Proposes to Cut Medicare and Spend Big on Wall, DefenseBB
Lawmakers already acted to raise military, domestic spending * Immigration enforcement a major theme of 2019 proposal

Goldman Sachs on infrastructure plan: "Low Odds Of Being Enacted"ZH
10 Zero Hedge by Tyler Durden  /  3h  //  keep unread  //  hide

This Tiny Hedge Fund Just Made 8,600% On a Vix BetBB
Denver traders pocketed $17.5 million on $200,000 VIX wager * People laughed when the firm bought disaster protection in XIV

‘Shut Up and Let Me Trade’: The Week That Rocked Stock MarketsBB
An hour-by-hour account of Wall Street’s roller-coaster ride.

Don't Forget This Bull Market Hasn't Been Correction-ProofBB
This is the fifth one since 2009, not to mention plenty of other drops.

BofA's 'Critical Stress Signal' Triggered: "This Is Where Central Banks Step In"ZH

What happens next? The great global risk repricingPolemic’s Pains

JPMorgan Sees ‘Severe’ Unwind by Systematic Strategies Coming to an EndBB

Bond-Stock Clash Has Just Begun as Inflation LoomsBB
Tug-of-war plays out as equities crumble amid higher yields * CPI release is ahead, expected to show slowdown from December

How'd Your Week Go? Low-Vol Blowup, Stocks Jitters, in 5 Charts BB
The S&P finished a record streak of days without a 5% drop * The world’s largest ETF sees a $25 billion outflow in 6 days

When Will It End? Bloodied Traders Seeking CluesBB
Fed model suggests bull case for stocks is under threat * P/E ratios have yet to bottom if past corrections are guide

Silicon Valley’s Tax-Avoiding, Job-Killing, Soul-Sucking MachineEsquire
Four companies dominate our daily lives unlike any other in human history: Amazon, Apple, Facebook, and Google. We love our nifty phones and just-a-click-away services, but these behemoths enjoy unfettered economic domination and hoard riches on a scale not seen since the monopolies of the gilded age. The only logical conclusion? We must bust up big tech.

JPMorgan Publishes The "Bitcoin Bible"ZH

SocGen: "Fundamentals Are Always Strong When Sell-Offs Begin"ZH

SocGen: If 10Y Yields Rise Above 3%, Watch Out BelowZH

Morgan Stanley: "No Coincidence Bitcoin And P/E Multiples Peaked The Same Day"ZH

Morgan Stanley Strategist Who Predicted Volatility Says Buy NowBB
The Morgan Stanley strategist who predicted volatility would ramp up in 2018 says the damage has been done and it’s time to buy stocks.

‘50 Cent’ VIX Trade Just Paid Off to the Tune of $200 MillionBB

It Was An "Extraordinary Week in Equity Volatility": Here It Is In ChartsZH

BIS Publishes A "Simplified" Map Of China's Shadow Banking SystemZH

FirstFT Daily BriefingFT
Markets ‘shakeout’, Queen’s war on plastic, NY sues Weinstein

Investors Brace for More Turbulence, Comcast Considers Reviving Pursuit of Fox

WSJ EconomicsWSJ
Markets, Meet the Economy | The Trumponomics Experiment | Immigration Debate Begins

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Equity Markets Find Firmer Footing, Dollar Softens

Brussels PlaybookPolitico
‘Green jihadist’ MEP — Avramopoulos bribery saga latest — Erdoğan hits the bottle

Five Things You Need to Know to Start Your DayBB

US Futures Surge After Sharp Rebound In Asia And Europe; China "Plunge Protectors" Activated


Aamukatsaus Nordea
USA:n inflaatio ja Ruotsin asuntojen hinnat saadaan keskiviikkona | Myös Riksbank kokoustaa keskiviikkona | Tänään on datajulkistuksien osalta hiljainen päivä

Aamukatsaus Danske Bank