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EUROPE
Fiscal Politics in the Euro Area – IMF
Euro area fiscal stance – ECB
Euro area updated forecasts – Nordea
Strong GDP growth but
slow core inflation
TRUMP
EU Council Chief Says Trump
a Threat to Europe’s Future – WSJ
Trump’s ‘Worrying’ Words
an EU Risk, Tusk Says – BB
How Trump is Dividing
the EU – Mish
Trump’s top trade
adviser accuses Germany of currency exploitation – FT
Trump Trade Advisor: Germany
Using "Grossly Undervalued" Euro – ZH
FRANCE
Le Pen’s Main Rival Hit
by Fresh Scandal in French Election – BB
French EU exit would be
tricky for a Le Pen presidency – Reuters
UNITED
KINGDOM
Theresa May will trigger
Brexit on March 9 – Politico
View: Brace for a
60-Billion Euro Brexit Battle – BB
EUROPEAN CENTRAL BANK
View: Alarms Are
Sounding in European Bonds – BB
Inflation surprises on
the upside - will core inflation follow? – Danske
Bank
Euro area: Inflation and
the ECB (part 1): the four criteria – Pictet
Markets pricing in too
early ECB exit – ABN
AMRO
UNITED STATES
Fed to stand pat now – March hike in play? – Nordea
Fed to stand pat now – March hike in play? – Nordea
The Fed looks likely to
stand pat at tomorrow’s FOMC meeting. While a March rate hike remains in play,
we continue to expect the next move in June.
TRUMP
Choose your own American
protectionist adventure, part 2 – FT
Trump and the Dollar – Marc Chandler
Dollar Dumps After Trump Accuses Other Countries Of
"Devaluation" – ZH
When will Trump accuse Denmark of being a ‘currency manipulator’? – Lars Christensen
Trump fiscal stimulus?
Not so fast – Nordea
OTHER
BOJ keeps rates, target on
hold, upgrades growth forecasts, USDJPY Slides – ZH
Martin Enlund: Global:
whose reflation? – Nordea
It’s not all about Trump. “Reflation” has been in vogue for a few months
– helped by higher headline inflation. But the jury is still out on whether
it’s a global story or a local/US story. The FX conclusions differ markedly;
keep an eye on EA core.
4 smart beta predictions
for 2017 – BlackRock
The revival of risk-seeking factors * Multi-factor strategies take center
stage * Fixed income, finally * The portfolio trinity – active, passive and
smart beta
REGULARS
Morning Report APAC
– TF
World leaders and businesses come
out against the new US president's ban on travel from several Muslim countries
and the Dow slumps below the 20000 level.
FirstFT – FT
Trump fires acting attorney-general,
Deutsche Bank settles and charting refugees * US president faces growing
protests against controversial travel ban from business leaders, demonstrators
and even Barack Obama
WSJ City – WSJ
Deutsche Hit by Fine, Shell Sells
Assets, Global Firms ‘to Stay in Post-Brexit Britain’
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Trump jitters, JPY rising, Fed
awaited * German inflation back on ECB target BoJ made no waves, as outlook
cloudy Trump jitters offset by corporate bond issuance
Morning Markets
– TF
The Bank of Japan held monetary
policy steady and the government nudged up its forecast for GDP growth offering
a ray of hope in generally gloomy markets. Global financial markets remain
rattled by worries over the policies of the new US administration and the
Nikkei fell while Chinese markets are shut for the week-long Lunar New Year
celebrations.
From the Floor: 'Is Trump losing his grip?' – TF
Donald Trump's stance on
protectionism and immigration allied to a failure to elaborate on his fiscal
plans has put the skids under markets and sent dollar weaker against all its
major peers.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Markets Look for Solid Footing
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
10 things you need to know before the opening bell – BI
US Open – ZH
Futures Fall On Rising Trump
Uncertainty; Europe Stocks Rise As Euro-Area Inflation Surges
Frontrunning
– ZH
FINNISH
Aamukatsaus – Nordea
Spekulaatio euroalueen inflaatiosta kiihtyy * Saksan
tammikuun alustava inflaatio kiihtyi 1,9 prosenttiin * Euroalueelta hyviä
BKT-lukuja * Osakemarkkinat laskussa