EUROPE
Juncker’s “four or five
scenarios” for EU integration after Brexit – Open
Europe
Euro area fiscal
stimulus prospects – Pictet
UNITED STATES
As Donald Trump Heads to
Congress, a New Polarization Is Hardening – WSJ
What if Donald Trump
played the Kremlin? – Politico
OTHER
China
Will Rein in Growth, Credit Targets in 2017 Master Plan: Economists – BB
FX
nugget: Does Yellen need Trump clarity? – Nordea
REGULARS
Morning Report APAC
– TF
The USD is bid after the US
president promises his speech will include an announcement on infrastructure
spending.
FirstFT – FT
Biggest US security budget increase
in a decade, the university degree that runs Britain, and our cosmic junkyard *
Rise in defence spending would be offset by drastic cuts to EPA and social
security
WSJ City – WSJ
Mixed U.K. Confidence, Fixing
Europe’s Bad Debts, Anxieties Over Trump Speech
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Bullish equity markets * Fed might
need to hike rates in the near future - Higher probability of a March hike *
Trump tonight * Euro up, despite being up for debate
Morning Markets
– TF
Strong US data are expected to
sweeten the waiting time until US president Donald Trump speaks to congress
which is scheduled to happen just after midnight GMT Wednesday when he is
expected to reveal details on his tax policy including possible trade
interventions such as border adjustment tax.
From the Floor
– TF
All eyes are on US president's
speech before Congress tonight, which could have serious consequences for the
dollar, US stocks and commodities.
Daily Market Comment
– Marc
Chandler
Markets Little Changed as Breakout
is Awaited
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
With All Eyes On Trump Tonight, US
Futures, Global Stocks Hug The Flatline
Frontrunning – ZH
FX Update
– TF
The greenback has dithered in recent
weeks within the range as the market wonders whether Trump’s potential policy
steps may already be in the price. Tomorrow’s US PCE inflation release is also
pivotal for the Fed’s March rate hike odds as this influential inflation
measure is near multi-year highs.
FINNISH
Aamukatsaus – Nordea
Luvassa Trumpin odotettu puhe * Euroalueen talouselämän
luottamus nousi korkeimmalle tasolleen kuuteen vuoteen * Tänään julkaistaan
Ranskan ja Italian helmikuun inflaation pikaennakot * Kiinan teollisuuden
ostopäällikköindeksin odotetaan heikkentyneen helmikuussa
NAIRU, työvoiman saatavuus ja palkkojen nousu – Roger
Wessman