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Thursday, March 1

28th Feb - Bearish after hawkish Powell

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The Missing Third Leg of the Euro Architecture: National Wage Negotiations PIIE
Olivier Blanchard: Euro area policymakers have been focused in recent years on designing better banking and fiscal unions, two important legs of the euro architecture. But their discussions miss a third essential leg, namely major improvements to the macroeconomic adjustment mechanism, which can only be achieved through national wage negotiations.

The EU’s Seven-Year Budget ItchProject Syndicate
On February 23, EU members began negotiations on the bloc's multiannual financial framework for 2021-2027. But, with all countries focusing on net balances – how much they receive minus how much they pay – will the composition of spending bear any relation to the EU’s stated priorities?

Slowing inflation a challenge to the ECB?ABN AMRO

“Avoiding An Overheated Economy” – Tim Duy
SocGen: The Fed Is Wrong, "The Growth Spurt Is Now Behind Us" – ZH
Powell’s Fed Could Be More Volatile For Markets – WSJ
Powell Brings His Own Style in Capitol Hill Debut – BB

FirstFT Daily BriefingFT
Kushner kibosh, Amazon calling, Levi lasers

The Fed’s Tricky Balancing Act, Banks Bullish on Oil Market

WSJ EconomicsWSJ
Fed’s Powell Boosts Expectations on Rates | Consumer Confidence Soars | $3 Gasoline?

Danske Daily Danske Bank

Daily Market CommentMarc Chandler
It Takes Powell to Convince the Market that Yellen was Right

Brussels PlaybookPolitico
EU’s Brexit alarm bells — Tajani tapped — Selmayr backlash continues

Five Things You Need to Know to Start Your DayBB

Futures Rebound As Global Stocks Slide After Powell "Hawk Shock"


Aamukatsaus Nordea
Suomessa ja Ruotsissa huomio kiinnittyy BKT-lukuihin | Euroalueen inflaatio kerää markkinoiden huomion | Fedin pääjohtaja Powell jatkoi Yellenin linjoilla

EU taas löysäämässä talousliekaansa suuren jäsenmaan vaalien alla Suomen Uutiset