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Friday, February 16

16th Feb - Still positive

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Buy the Dip, That Old Wall Street Favorite, Comes Under ScrutinyBB
Market folklore isn’t always right answer, Man Group CEO says * Correction creates opportunity, says Deutsche Bank’s Hille

Deutsche Bank on USD weakness: expensive stocks and bonds means no inflowsZH

Bond Funds See 5th Biggest Outflow On RecordZH
Selloff Grips Credit Funds as Rate Fears Ripple Through MarketBB

Record Angst Over Leverage Belies Outperforming High-Debt StocksBB
Weak balance sheet stocks surge amid junk bond fund outflows * Conflicting narrative follows recovery from two-week decline

New Realities Greet Tech Stocks After RoutBB
Hedge funds cut their stake in FANGs by 16 million shares * Reduction came after a 12-million share third-quarter increase

FirstFT Daily BriefingFT
Brexit vision, secret to Buffett’s billions, how to clear snow in Russia

British Business Leaders Propose Hybrid EU Deal, the Rand’s Momentum, How Stocks Are Moving in Tandem

WSJ EconomicsWSJ
Inflation In Check | Silver Lining for Industrial Production | Startups Still In a Rut

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Worst Week for the Dollar since 2015-2016, While Stocks Continue to Recover

Brussels PlaybookPolitico
Juncker’s spitzen image — Munich warm-up — Love me like EU do

Five Things You Need to Know to Start Your DayBB

Violent Dollar Swings Fail To Stop Futures Levitation, Best Week For Stocks Since 2011

Aamukatsaus Nordea
Inflaatio-odotukset nostavat korkoja * USA:n pörssit nousivat viidettä päivää putkeen * USA:n luottamusluvut kulkivat eri suuntiin * Tänään on julkistuksien osalta hiljainen päivä

Aamukatsaus Danske Bank