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Thursday, March 29

Wednesday, March 28

Thursday, March 15

Tuesday, March 6

Sunday, March 4

4th Mar - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week.

Friday, March 2

2nd Mar - Trump's tariffs, Europe's super-weekend

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Who killed European social democracy?Politico
Collapse of center left risks destabilizing Continent’s politics.

EU tentatively backs reform of labor rules sought by MacronReuters
The European Union reached a tentative agreement on Thursday to tighten employment rules for workers who move to richer member states in order to earn more money, a practice some countries say can be used to undercut wages and labor rules.

Germany: ‘Yes’ or ‘no? What’s it gonna be, SPD?
While Italy votes, financial markets should also have a close eye on German politics on Sunday. In fact, the result of the SPD’s member vote on whether or not to join a coalition with Angela Merkel’s CDU could have a bigger impact on markets and Europe than the Italian elections

Draghi Confronts Limit of His Powers as Latvian Standoff EnduresBB
Latvian Governor Ilmars Rimsevics returned to work on Monday * Crisis may prompt questions at Thursday ECB press conference

Ferdinando Giugliano: After Italy's Campaign Comes the Reality CheckBB
The promises Italian politicians make before an election bear no resemblance to what they can deliver.

Italy’s 5Stars jump the gun and unveil Cabinet teamPolitico
Anti-establishment party announces who its ministers will be if it wins Sunday’s election.

Antonio Tajani agrees to be Forza Italia’s prime ministerial candidatePolitico
European Parliament president said he had accepted Silvio Berlusconi’s invitation.

Italy Election Preview: Here Are The Main Questions On Investors' Minds ZH

War is stupidING
The world stands on the brink of a trade war as Donald Trump announces severe tariffs on steel and aluminium - forget the yield curve - this is how recessions start.

What Trump’s import tariffs mean for metal pricesING
Trump has confirmed he will impose 10% duties on all imports of aluminium (primary and products) and 25% on steel. Costs to be borne by local consumers have already surged and have further to go. The all-important details on Canada remain unknown

Furious World Responds To Trump Tariffs, Vows RetaliationZH

WSJ Editors: "This Is The Biggest Policy Blunder Of Trump's Presidency"ZH

Editorial: Oh! What a Lovely Trade WarBB
Trump makes strange claims all the time. But his latest deserves special recognition.
6 Reasons Why BofA Believes Another $6 Trillion Correction Has StartedZH

Morgan Stanley: Beware, There Is No Liquidity In This MarketZH

Eli Lake: Turkey Is Turning Into the Next PakistanBB
The U.S. should make clear to ersatz allies that betrayal has consequences.

Leonid Bershidsky: Why Putin Is Rattling His SuperweaponsBB
He wants respect, but he'll end up getting an arms race Russia can't win

BOJ's Kuroda Joins Queue of Central Banks Looking Toward Exit – BB
Bank of Japan Will Think About Stimulus Exit Around 2019: Kuroda – BB
Kuroda Shocks Markets Hinting At QE End; Nikkei, USDJPY Tumble – ZH

FirstFT Daily BriefingFT
May’s Brexit speech, Putin’s ‘invincible’ missile, billionaire bolt-holes

Trump’s Tariff Pledge Sparks Trade War Worries, May to Set Out EU Vision, Italy Vote to Test Market Calm

WSJ EconomicsWSJ
Tariffs Spark Trade Worries | U.S. Incomes Get a Tax Boost | Japan Jobless Rate Near 25-Year Low

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Markets Unanchored?

Brussels PlaybookPolitico
EU speech day — May fights trade war tide — Tajani for Italy PM

Five Things You Need to Know to Start Your DayBB

Stocks, S&P Futures Plunge After Trump-Kuroda Double Whammy


Aamukatsaus Nordea
Sunnuntaina huomio kiinnittyy Italian vaaleihin ja Saksan sosiaalidemokraattien jäsenäänestykseen | Trump asettamassa tulleja teräkselle ja alumiinille | Blogi: Taantuma iskee Suomeen vuonna 2020

AamukatsausDanske Bank

Orpo: Suomi”hyvin kriittinen” uusia tulonsiirtoja kohtaanIL
Valtiovarainministeri Petteri Orpo kertoo Iltalehden haastattelussa, mitkä ovat kipukohdat tulevissa euroalueen väännöissä. Suomen maksuosuus kasvaa joka tapauksessa.

Maahanmuutto – kriitikon käsikirjaSuomen Perusta

Thursday, March 1

1st Mar - Big Ugly Red

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Why Italian Elections MatterWSJ
A New Type of Populism Is Rising. 5 Star Movement is poised to be the country’s largest party after Sunday’s national elections.

Dollar Tumbles, Euro Spikes On Report ECB Will Delay QE End Announcement – ZH

Stocks Sink As Dudley Signals "Four Rate Hikes Is Still Gradual" – ZH

BofA: Run For The Exit If "Vol Becomes Contagious" – ZH

Deutsche Bank’s Market Crash Flowchart – ZH

Is March Good for Stocks? – Marc Chandler

FirstFT Daily BriefingFT
Brexit draft backlash, EU’s bike problem, Spotify’s unusual IPO

U.S. Launches Crypto Probe, Italy’s Crunch Election, CEOs Under Pressure in Gun Debate
Danske DailyDanske Bank

Daily Market CommentMarc Chandler
USD Snaps 3-Month Slide, Firm Ahead of Powell Part II

Brussels PlaybookPolitico
Parliament to probe Selmayr promotion — Tajani’s winning strategy — Slovak journalist murder fallout

Five Things You Need to Know to Start Your DayBB

Market Roundtrips As Dollar, Bonds, Stocks Shrug Off Powell's Dovish Tilt

Aamukatsaus Nordea
USA:sta saadaan teollisuuden luottamus ja yksityisen kulutuksen hinnat | Euroalueen inflaatio oli odotuksien mukainen | Ruotsin kruunu heikkona euroa vastaan

AamukatsausDanske Bank