9th Feb - Trump says tax deal, markets rally

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EUROPE

Trump's top pick for EU ambassador: 'Whether the eurozone survives, I think it’s very much a question that is on the agenda' – BI

Russia Economic Review – Daiwa

Portugal Banks’ Concern: Still Wobbly After All These Years – BB          

Marine Le Pen: Either the EU changes ‘or it will die’ – Politico

Exiting the European Union will cost a fortune – The Economist

UNITED STATES
WSJ Survey: Fears of a Trade War are Dampening Economists’ Optimism – WSJ

  TRUMP

View: The (Sensible) Fine Print on Trump's Regulation Order – BB

View: How Trump Can Improve (or Tank) His Approvals – BB

In call with Putin, Trump denounces nuclear treaty – Reuters

Trump orders target cartels, crime as attorney general sworn in – Reuters

Trump vows 'phenomenal' tax announcement, offers no details – Reuters

OTHER

Bridgewater CIO: Our investment success is the result of a culture of radical transparency – BI

Goldman Moves UK Office to US - You Won't Like Why – ZH

S&P Risk-Reward Surges To Worst Level In 23 Years – ZH

Stocks Soar To Record Highs As Trump Drops The 'T' Word – ZH

REGULARS

Morning Report APAC – TF

The Kiwi fell 0.5% after New Zealand's central bank kept its official cash rate at 1.75%.

FirstFT – FT

Moelis & Co secures Saudi Aramco IPO mandate, US conservatives against climate change and where are the women in French politics?

WSJ City – WSJ

MPs Pave Way for Brexit, SocGen Beats Estimates, Greece Split Over Creditor Demands

Danske Daily – Danske Bank

Eye-Opener – Nordea

Yields lower, USD weaker, road paved for Brexit * Norwegian Q4 GDP in focus * Euro area curves flatten driven by the long end * Trump rattles markets on currency manipulation comments

Morning Markets – TF

Today's US jobless claims figures are expected to show a continued advance in line with January's nonfarm payrolls data but if the US is anything in the era of Trump it's unpredictable.

From the Floor – TF

In spite of a fourth bearish report in a row, oil continued to be met with a wall of buying. Meanwhile, gold appears to be taking a breather from its meteoric rise over recent days.

Daily Market Comment – Marc Chandler

Dollar Bounce in Asia is Sold in the European Morning

Daily Press Summary – Open Europe

Brussels Playbook – Politico

Five Things You Need to Know to Start Your Day – BB

May wins Brexit law vote * Trump writes a letter * Yuan in a sweet spot * Markets mixed * Data, weather due

10 things you need to know before the opening bell – BI

US Open – ZH

Asian Stocks Hit 18 Month High; Europe, US Futures Bounce As Dollar Rises

Frontrunning – ZH

FX Update – TF

The RBNZ pressed several dovish buttons as it could find overnight and complained about FX strength. NZD longs were looking the wrong way after a recent steep rally and NZD pairs corrected sharply. Elsewhere the USD remains rangebound as US longer yields traded near lows for the year.

FINNISH

Aamukatsaus – Nordea

Osta ulkomaista saksalainen * Saksan kauppataseen ylijäämä ennätyksellisen suuri vuonna 2016 * Ruotsalaisten kotitalouksien kulutuksen kasvu hidastui joulukuussa * Euroalueen korkojen lasku jatkuu

Olli Kärkkäinen: Sosiaaliturva tienhaarassa – mitkä ovat vaihtoehdot? – Nordea

Perustulo, perustili, osallistumistulo, yleisturva, kannustava perusturva − sosiaaliturvan uudistamisvaihtoehdoilla on monta nimeä. Mitkä ovat näiden vaihtoehtojen todelliset erot? Mihin suuntaan sosiaaliturvaa pitäisi viedä?