13th Feb - Quiet

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UNITED STATES

Tim Duy: Powell's Fed Isn't About to End the 'Greenspan Put' – BB

The Fed can't allow financial markets to collapse while it frets about moral hazard.

Five Key Numbers From President Donald Trump’s 2019 Budget – WSJ

Editorial: Trump's Budget Misses the Mark – BB

Its basic theme is clear, and mistaken: Deficits don't matter.

MARKETS / OTHER

After a 10% Drop, Will Equities "V Bounce" or Double Bottom? – Fat Pitch

Corrections during bull markets have had a strong propensity to form a double bottom. Since 1980, only 16% of corrections have had a "V bounce" where the low was never revisited.

Robert Burgess: Normal Makes a Comeback in the Stock Market – BB

VIX Manipulation Costs Investors Billions, Whistle-Blower Says – BB

Flaw lets traders whip VIX around without trading, letter says *     Wild trading session last week turned spotlight on Cboe index

The Short-Vol Trade: Someone Forgot to Turn Off the Machine – Macro Man

REGULARS

FirstFT Daily Briefing – FT

Zuma’s marching orders, Obama portraits, how to reject $1bn

WSJ City – WSJ

Spotlight Swings on Passive Funds, Republicans Ditch Austerity

WSJ Economics – WSJ

Spending, Deficits and the Economy | Inflation Watch | Trump Floats a Trade Tax

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Tuesday's Two Developments

Brussels Playbook – Politico

Macrenzi bromance — Italian election cheat sheet — Playbook changes

Five Things You Need to Know to Start Your Day – BB

US Open – ZH

Futures Slide As Global Stock Rally Fizzles Hit By Soaring Yen

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

Tänään saadaan inflaatiodataa Isosta-Britanniasta | Tanskan inflaatio hidastui | Korkomarkkinoilla hiljaista

Aamukatsaus – Danske Bank