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Tuesday, March 6

6th Mar - Quiet

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Euro Zone Reform Faces Green and Red Lights Lipper Alpha

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

Draghi Gets a Triple Whammy to Play It SafeBB
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 birdsING
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.

Trump links planned steel tariffs to Nafta negotiations –
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

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 WeekBB

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

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

FirstFT Daily BriefingFT
Russian meddling, UK trims down, Silicon Valley counts its chickens

Italian Populists Take Centre Stage, Trump Faces Pushback on Tariffs

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

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Resiliency Demonstrated

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

Five Things You Need to Know to Start Your DayBB

Futures Surge As Nuclear, Trade War Threats Fizzle


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

Aamukatsaus Danske Bank

Syöksykierteen oikaisijatMatti Viren
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