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EUROPE
Italy Bond Risk Soars To
3-Year Highs As Youth Unemployment Tops 40% - ZH
ECB has an inflation
problem … called Germany – Politico
Trump team right -
Germany benefits on trade from weak euro – Forbes
Trump's chief trade adviser
accusing Germany of trade cheating is wrong – Forbes
Germany Inc. Touts
Benefits of Trade After Trump Dumps on Euro – BB
Brexit: Theresa May
confirms date of detailed plan – CNN
French Markets Slump As
Le Pen Gains Traction – ZH
Fillon’s choices: the
bad, the worse and the real ugly – Politico
Fillon will fail to make
French election runoff: poll – Politico
Macron Leads in French
Race as Scandal Upends Fillon’s Plans – BB
UNITED STATES
View: A Trump-Era Guide to Ignoring All That Noise – BB
View: A Trump-Era Guide to Ignoring All That Noise – BB
ADP: Private Employment
increased 246,000 in January – Bill
McBride
ADP: US Employment
Growth Rebounded Sharply In January – Picerno
ISM Manufacturing index
increased to 56.0 in January – Bill
McBride
U.S. factory activity
hits two-year high; private payrolls surge – Reuters
US Data Review – Daiwa
OTHER
Missing Billionaire
Stokes Fears of China Meddling in Hong Kong – BB
REGULARS
Morning Report APAC
– TF
Donald Trump's allegations that
Beijing and Tokyo manipulate their currencies has made equity markets investors
nervous and sent the greenback lower.
FirstFT – FT
European Council head hits back at
US president’s criticism by ranking his administration a force for uncertainty
facing the union. VW agrees US settlement and romance with robots.
WSJ City – WSJ
UK Outlook Upgraded, Shop Prices
Slide, Trump Slams ‘Devalued’ Currencies
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Euro-area inflation jumps – but not
core inflation * USD rates under pressure relative to EUR as Trumphoria fades *
Trump’s trade chief accuses Germany of exploiting a weak EUR
Morning Markets
– TF
President Trump has taken aim at
China and Japan over claims of currency manipulation and unfair trading. It's
unclear what the president will do but the sudden and sweeping nature of his
recent executive orders leave markets anxious about any trade or other steps he
may take.
From the Floor
– TF
A strong bullish trend in industrial
metals as well as silver saw shares of mining giant BHP Billiton rise 4% on a
9% surge in iron ore. In copper, says Saxo's Ole Hansen, "there's no point
fighting the trend".
Euro wrap-up
– Daiwa
Daily Market Comment –
Marc
Chandler
Markets Stabilize, Investors Await
Signals from US data and FOMC, and POTUS
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
10 things you need to know before the opening bell – BI
US Open – ZH
Global Stocks, Futures, Dollar Rise
Ahead Of "Uneventful" Fed Announcement
Frontrunning
– ZH
FINNISH
Aamukatsaus – Nordea
Nähdäänkö tänään haukkamainen Yellen? * Sekä euroalueen
BKT että inflaatio yllättivät positiivisesti * USA:n viimeisen neljänneksen
työvoimakustannusindeksi jäi hieman odotuksista * Trump on saanut sijoittajat
varovaisiksi