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EUROPE
In Europe, Four Main
Concerns About Trump – WSJ
Euro zone sentiment
edges higher in Feb as expected – Reuters
Germany’s Schulz and Merkel neck and neck in poll – Politico
What Does the French
Election Mean for the Euro? – WSJ
The Priced-In Risk of
Marine Le Pen's Victory – BB
Dijsselbloem Comes Out
Fighting as Wilders Holds Dutch Poll Lead – BB
Author Of Steve Bannon's
Worldview Explains The Path Ahead – ZH
Cold Feet About
Obamacare Repeal – ZH
Mark Gilbert: Trump's
Fed Can Start a Central Bank Revolution – BB
TRUMP
TRADE
8 Signs the Trump Trade
Is Crumbling – WSJ
Chief Economist's
Corner: Trump and inflation – Nordea
Bond Market Is Flashing
Warning Signal on Trump Reflation Trade – WSJ
Trump budget plan boosts
Pentagon, trims State Dept, EPA: officials – Reuters
OTHER
Strategies
should be built for alpha, not scale—but the asset management industry has gone
in the opposite direction.
REGULARS
All three leading US indices were up
marginally on Friday. But the investor mood was gloomy in Europe where the Dax
CAC 40 and FTSE 100 all lost ground. Asian investors are echoing the pessimism
in Europe today with leading benchmarks in retreat.
Waiting for Trump and Yellen * President
Trump takes centre stage this week * 10-year Bund yield hits yearly low, with
2-year at record low * GBP drops as May said to prepare for Scottish referendum
Anxiety over US president Donald
Trump's speech to Congress tomorrow has helped keep gold high and push the
dollar down against the yen over the weekend while across the ocean in Europe
the continent continues to fret over threats to unity.
From the Floor
– TF
A rather important week lies ahead.
Tomorrow US president Donald Trump will speak before Congress and disclose
details of his tax reform plans, which has the potential to make a big impact
on corporations as well as on the dollar.
Daily Market Comment –
Marc
Chandler
Asia Stumbles, Europe Recovers,
Waiting for Trump
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
10 things you need to know before the opening bell – BI
US Open – ZH
Global Stocks Drop, Futures Flat;
French Yields Slide As Political Jitters Subside
Frontrunning
– ZH
FINNISH
Aamukatsaus – Nordea
Lunastaako Trump lupauksensa? * Presidentti Trump puhuu
kongressille aikaisin keskiviikkoaamuna * Fedin Yellen pitää puheen USA:n
talouden näkymistä perjantaina * Päivän tärkein datajulkistus on USA:n
kestotavaratilaukset