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Tuesday, February 21

21st Feb - Rally resumes




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EUROPE
Can a Populist Become Dutch Prime Minister?: QuickTake Q&A – BB
Guy Verhofstadt: Europe’s Critical Elections – Project Syndicate

Primary Budget Balances in EMU – Marc Chandler

Euro area: PMI rises to rate hike territory – Nordea
PMI survey signals sustained euro area expansion in Q1 – Pictet
Euro PMI nearing rate hike territory – ABN AMRO


UNITED STATES
Tim Duy: How the Fed's Rate Hikes Might Play Out – BB
Tyler Cowen: Trump's War on Leaks Might Bring More Chaos, Not Less – BB
Jonathan Bernstein: Making Sense of Trump's Disapproval Ratings – BB

 
REGULARS
Morning Report APACTF
US Vice-President Mike Pence meets with European leaders as French polls show Marine Le Pen is gaining in popularity.

FirstFTFT
Westminster debates US president’s visit, Uber breaks silence on sexual harassment claim and why Mexico City is drowning * MPs suggest Trump’s state visit to the UK will either end in ‘total disaster’ or it could avert a third world war

WSJ CityWSJ
HSBC’s Loss Widens, Miners Swing to Profit, Saudi Aramco Narrows Listing Options

Danske DailyDanske Bank

Eye-OpenerNordea
Short French take a hit, watch out for PMI’s * Euro-area PMIs today: Will political uncertainty weaken growth prospects? * Short French EGB takes a beating * USD/JPY higher on comments from Harker

Morning MarketsTF
US president Donald Trump is for once not criticised. Quite the opposite he receives acclamation for his choice of new national security adviser. Today's data is expected to point towards more stability with European and US data foreseen to point upwards.

From the FloorTF
Generally positive Asian bourses on Tuesday were seen buoying sentiment also in Europe, where markets would look closely at purchasing managers' indices for a checkup on the health of the industrial sector.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Dollar Bounces Back

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US Open ZH
US Futures, European Stocks Rise Despite HSBC Plunge; Dollar, Oil Jump

Frontrunning ZH


FINNISH
AamukatsausNordea
Kestääkö euroalueen luottamus? * Suomen inflaatio odotettua hitaampaa * USA:n talouden luottamus pysynee vahvana * BoE:n Carney kommentoi tuoreinta inflaatioraporttia parlamentissa

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

Markkinakalenteri – Nordnet
Talouskalenteri – Kauppalehti
Pörssien aukioloajat – Nordnet