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Wednesday, February 15

15th Feb - Rally continues, inflationary data





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EUROPE
Dutch election preview, part 1 – Nordea
13 things you didn’t know about Brexit – Politico
Schäuble strikes again – Politico
Riksbank review: The SEK holds Riksbank in check – Nordea
The German anti-Trump that could beat Merkel – TF
Mark Gilbert: Greece's Euro Membership Looks Vulnerable Again – BB
Editorial: Stop Dithering Over Greece – BB
Farage Expects Another “Big Shock”, Warns EP on “More Europe” – Mish



UNITED STATES
Markets Learn to Live With a More Hawkish Yellen – BB

  DATA
Consumer Prices in U.S. Increase by Most Since February 2013 – BB
Prices Surge At Fastest Pace In 5 Years As Real Wages Tumble – ZH
Consumer Price Index: Headline CPI Rises to 2.5% - dshort 
Retail Sales in U.S. Climb More Than Forecast in Broad Advance – BB
US Retail Sales Rising Most In Nearly Five Years – ZH
Retail Sales: January Growth Continues to Improve – dshort
Industrial Production decreased 0.3% in January – Bill McBride
Factory Production in U.S. Rises for Fourth Time in Five Months – BB 
US Data Review – Daiwa

  TRUMP
Mike Flynn May Face Felony Charges For Lying To The FBI – ZH
Calls for Russia Probe Mount for White House Reeling From Flynn Fallout – BB
Russia Urges Trump to Keep Pledge on Relations Amid Crimea Row – BB
Leonid Bershidsky: President Trump's Boris Yeltsin Moment – BB

  TRUMP TRADE
Analysts Downgrade Stock After Its CEO Praises Donald Trump – BB
Dow Hits 20,600 After Trump Hints At "Massive Tax Plan" – ZH
World's Richest Still Cautious on Equities Amid Populist Surge – BB


OTHER
Anatomy of a Bull Market – Justin Sibears
Flow Traders NV has racked up 31 months without a single day of losses – BB
What Chinese monetary tightening? – FT


REGULARS
Morning Report APACTF
The Federal Reserve Chair told the Senate Banking Committee a rate hike would be appropriate for the upcoming meetings as 'waiting too long to remove accommodation would be unwise'.

FirstFT FT
White House under pressure over Kremlin ties, Goldman Sachs’ Trump-era boom, and the perils of Valentine’s Day in Saudi Arabia * Trump knew weeks before Michael Flynn quit that his national security adviser had misled senior officials

WSJ CityWSJ
The Wrong Kind of Inflation, Measuring OPEC’s Success, Foreign Investors’ Au Revoir

Danske DailyDanske Bank

Eye-OpenerNordea
Riksbank rate decision, US inflation and Yellen today * Hawkish Yellen sent yields higher and dollar stronger

Morning MarketsTF
American stocks shot up overnight on the back of Federal Reserve chair Janet Yellen's remarks before the senate. Now the markets are waiting to see what she says in the second round this afternoon.

From the FloorTF
US Federal reserve chair Janet Yellen is not noted for being a hawk but her comments overnight lit a fire under markets and the feel-good factor on risk-on assets is likely to spill over into the European trading day.

Euro wrap-upDaiwa

Daily Market Comment Marc Chandler
Yellen Helps the Dollar Extend Streak

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
Global Stocks Hit 21 Month Highs, Futures Point To New Record Ahead Of Inflation Data

FrontrunningZH

FX Update TF
It's clear from US Federal Reserve chair Janet Yellen's testimony before a Senate panel on Tuesday that the Fed is ready to raise rates if incoming data cooperates – and there's plenty of the latter from the US on today's economic calendar.


FINNISH
AamukatsausNordea
Kesäinen koronnosto korteissa * Yellen antaa tänään puolivuosittaisen selontekonsa kongressille * Nouseeko USA:n inflaatio korkeimmilleen sitten maaliskuun 2012 * Ruotsin keskuspankilta ei odoteta muutoksia rahapolitiikkaan

Suomella edessään merkittävä tienhaaraPeter Nyberg

Jussi Halla-aho haluaa eroon eurosta ja EU:staIL

Aamukatsaus – Osakeliitto
Aamukatsaus – Inderes
Aamukatsaus – Nordnet
Aamukatsaus – Evli

Markkinakalenteri – Nordnet
Talouskalenteri – Kauppalehti
Pörssien aukioloajat – Nordnet