6th Mar - Quiet

Follow ‘MoreLiver’ on Twitter

EUROPE

Euro Zone Reform Faces Green and Red Lights – Lipper Alpha

  ITALIAN ELECTIONS

Italy: Political fragmentation leads to a hung parliament – Pictet

Italy post-election scenarios – ABN AMRO

Italian elections: the 5 Star Movement's policy prescriptions – Prime Economics

Elections main losers could decide the future of the country (and of Europe) – Open Europe

Market implications of the Italian election – BlackRock

Italy's President Is Playing for Time – BB

  EUROPEAN CENTRAL BANK

Draghi Gets a Triple Whammy to Play It Safe – BB

ECB president is facing calls to change guidance on March 8 * Risk of global trade war is weighing on investor sentiment

Will the ECB shift its QE bias? – ABN AMRO

The ECB’s Dashboard: Angry birds – ING

All eyes are on the ECB's forward guidance. We don’t expect any hints at when QE could end, but as always, will be looking for a subtle change in language that signals it is already en route to the exit. Expect more EUR/USD upside.

UNITED STATES

  TARIFFS
Trump links planned steel tariffs to Nafta negotiations – FT

Ray Dalio Says Trade War Is ‘Political Show’ for Now – BB

Trump Faces Last-Ditch Push by Aides, Allies to Head Off Tariffs – BB

Cohn Tries to Head Off Trump Tariffs With White House Summit – BB

EU Proposes Retaliatory Tariff of 25% Against U.S. Goods – BB

EU Raises Stakes for Trump With Tariffs Targeting GOP Heartland – BB

Europe Will Retaliate With 25% Tariffs Targeting GOP States – ZH

Cohn May Resign If Last-Ditch Push To Kill Steel, Aluminum Tariffs Fails – ZH

MARKETS / OTHER

Why is the 30-year forward yen at about 50 to the dollar? – Scott Sumner

El-Erian: What the BOJ and ECB Will and Won't Do This Week – BB

Trump Sees Sign of Progress in Possible North Korea Talks With U.S. – BB

Europe's "Zombies" Brace For Mass Extinction In 2019 – ZH

REGULARS

FirstFT Daily Briefing – FT

Russian meddling, UK trims down, Silicon Valley counts its chickens

WSJ City – WSJ

Italian Populists Take Centre Stage, Trump Faces Pushback on Tariffs

WSJ Economics – WSJ

GOP Splits On Tariffs | Europe Readies Retaliation | Asian Partners Take Quieter Tack

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Resiliency Demonstrated

Brussels Playbook – Politico

Italian uncertainty — Saint Martin and Selmayrgate — #MeToo back at Parliament

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

US Open – ZH

Futures Surge As Nuclear, Trade War Threats Fizzle

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

Norjan aluekysely kerää katseita | Trump ei aio perääntyä tuontitulleissa | Korkomarkkinoilla ei suuria muutoksia nähty

Aamukatsaus – Danske Bank

Syöksykierteen oikaisijat – Matti Viren

Ei ole päivää ilman, ettei hallitus kertoisi talouspolitiikan saavutuksistaan. Koska oletettavasti sama viesti toistuu vielä lukemattomat kerrat seuraavan 12 kuukauden aikana, on ehkä kohtuulista kommentoida hieman väitteitä.