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EUROPE
Refugee crisis cost
Germany over €20 billion in 2016 – Politico
Editorial: Europe Needs
New Rules for a New Labor Market – BB
Euro-area inflation
preview: Hold your horses – Nordea
UNITED STATES
FOMC Preview: Still waiting for news on 'Trumponomics' – Danske Bank
FOMC Preview: Still waiting for news on 'Trumponomics' – Danske Bank
TRUMP
View: The Least Popular
President – BB
Editorial: Trump's Wall:
A Wasteful, Foolish Boondoggle – BB
Grantham's GMO Asks:
"What If Trump Succeeds?" – ZH
DATA
Fourth-Quarter U.S. GDP
– At A Glance – WSJ
U.S. Growth Cools on
Trade Drag as Business Spending Rises – BB
Q4 GDP Misses Big As
Exports Tumble: +1.6% In 2016 – ZH
US GDP Misses, but Final Domestic Sales Accelerate – Marc
Chandler
BEA: Real GDP increased
at 1.9% Annualized Rate in Q4 – Bill
McBride
Q4 GDP: Investment – Bill McBride
US growth back to normal
- Q4 GDP review – Nordea
Economists: ‘Be Wary of
Reading Too Much Into the Slowdown’ – WSJ
Consumer Sentiment in
U.S. Increased in January to 13-Year High – BB
Consumer Confidence Is
The Highest In 13 Years – ZH
OTHER
As Bond Bear Market Beckons, Veterans Tell Tales of the Unknown – BB
"When Will It End?" BofAML's 10-Point Checklist – ZH
Earnings: This Is What GOOGL, MSFT, INTC And SBUX Reported – ZH
Putin, Trump to speak Saturday: Kremlin – Politico
Putin, Trump To Talk By Phone On Saturday – ZH
View: "Reform" Isn't the Answer for Everything – BB
REGULARS
Morning Report APAC
– TF
Crude oil prices rose have headed
higher on hopes that Opec will be successful in curbing production. Meanwhile
the Dow Jones extended its rally lifting sentiment in some Asian markets. And
the ASX is trading again today following the Australia Day holiday on Thursday.
FirstFT – FT
May’s face-to-face with Trump, US
President puts larger trade talks with EU on ice
WSJ City – WSJ
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Trump, Greece, US GDP * All eyes on
US GDP numbers * Italian BTPs under pressure *CHF stronger on corporate
purchase announcement
Morning Markets
– TF
UK prime minister Theresa May enters
the lion's den Friday and the world's leaders will watch with fascination to
see what kind of reception she gets from US president Donald Trump. It may set
the template for how he sets about all his bilateral relations.
From the Floor
– TF
A traumatised Mexican peso has
succumbed to the latest war of words between president Donald Trump and his
counterpart Pena Nieto. With UK prime minister Theresa May walking through the
White House door today, has Trump set the tone for the US' bilateral relations?
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Week Ending on Mixed Note as Year of
Rooster Begins
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
10 things you need to know before the opening bell – BI
US Open – ZH
Dollar Rebound Continues, Europe
Stocks Pressured By Banks As Much Of Asia Goes On Holiday
Frontrunning
– ZH
FX Update
– TF
The USD found a solid bid yesterday
as the prior weakening move ran out of steam and ahead of a key week for the
greenback with all the usual first-week-of-the-month US economic data and an
FOMC meeting mid-week.
The Daily Prophets – BB
Of Stocks, Profits and Yellen's
Credibility
FINNISH
Aamukatsaus – Nordea
USA:n talouskasvu kulkee omia teitään * Tänään
julkaistaan euroalueen luotonannon kasvuluvut joulukuulta * Peso heikkeni
Trumpin ja Meksikon presidentin twiittailujen jäljiltä * Ison-Britannian
BKT-kasvu jatkui vakaana vuoden 2016 lopulla
Totuuden
jälkeinen aika – Sampo Terho