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Thursday, March 8

8th Mar - ECB tightens guidance, Trump brings tariffs

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Berlusconi Backs Leader Of Euroskeptic Party To Form Italy's Next GovernmentZH

Draghi Set To "Avoid Any Sudden Moves" But Watch Forward Guidance – ZH
Guidance on quantitative easing programme in the spotlight – FT

Monetary policy decisions –
Introductory statement to the press conference – ECB

ECB Unexpectedly Dials Back Stimulus Pledge as Economy Improves –
ECB drops easing bias, taking baby step toward stimulus exit – Reuters
Draghi Says Euro-Area Turnaround Warrants Policy Dial-Back – BB
ECB dropped easing bias, watered down signifigance of the change – Nordea
ECB To Phase Out QE - €10Bn Monthly Purchases By End Of 2018: Report – ZH
QE bias dropped, but normalisation will still be slow – ABN AMRO
ECB begins to rotate forward guidance – Pictet

EURUSD, Bund Yields Spike After ECB Drops Pledge To Increase QE If Needed – ZH
EURUSD Gives Up Draghi Gains On Lower Growth, Inflation Foreecasts – ZH

El-Erian: Why These U.S. Jobs Numbers Will Be More Revealing – BB
5 Things to Watch in the February Jobs Report – WSJ

Stocks Give Up Gains As Trump Confirms Tariffs, No Carve-Outs – ZH

Steven Englander: The BOJ Should Focus on Equities and Banks, Not InflationBB
The central bank's policies have forced Japanese investors out of bonds and into stocks, which are now tanking.

The 2016 Sterling Flash EpisodeBank of England’s blog

Geopolitical and political risksPictet
Alongside our core scenario for this year, we have a downside one which includes political and geopolitical developments that could contribute to increased market volatility in the months ahead.

FirstFT Daily BriefingFT
Nerve agent used in UK attack, International Women’s Day, print versus digital

Tariffs to Spare Canada and Mexico, What to Watch at the ECB

WSJ EconomicsWSJ
Trump Readies Tariffs | U.S. Trade Gap Widens | Who Will Replace Gary Cohn?

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Euro Slips Ahead of the ECB Meeting

Brussels PlaybookPolitico
Equality — God — Selmayr — Trump

Five Things You Need to Know to Start Your DayBB

Global Stocks, Futures Rise Ahead Of ECB As Trade War Tensions Ease

Aamukatsaus Nordea
EKP:n kokous on päivän kohokohta, mutta emme odota1 suuria muutoksia | Kanadan keskuspankki piti rahapolitiikkaansa ennallaan | Markkinoilla oli rauhallista

AamukatsausDanske Bank

Taantuman välitilinpäätös 2: nollakasvun lähteillä – Sakari Heikkinen