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EUROPE
Before
Trump meeting, Merkel says trade vital for U.S. and Germany – Reuters
Dutch
elections a signal for broader Euroscepticism? – ABN
AMRO
Dutch Election Upended as Turkey Dispute Seen Aiding Wilders – BB
Dutch Election Upended as Turkey Dispute Seen Aiding Wilders – BB
EUROPEAN CENTRAL BANK
Draghi
Outlook Snaps Euro Interest-Rate Bears Out of Hibernation – BB
Expect
a large take at the final TLTRO II auction – Danske
Bank
Euro
inflation divergence – ABN
AMRO
UNITED STATES
Trump Administration Modifying Stance on Way to G20 – Marc Chandler
Trump Administration Modifying Stance on Way to G20 – Marc Chandler
FEDERAL
RESERVE
A March hike is a done
deal - focus on forward guidance – Nordea
These Fed Officials Give
the Best Policy Signal – BB
The Set Up As The FOMC
Get Ready For A Third Rate Hike – Urban
Carmel
OTHER
A
Global "Tightening Tantrum" Has Begun; RBC Urges 'Seek Protection',
VIX To Double – ZH
REGULARS
Morning Report APAC
– TF
There's plenty of movement in
commodity markets with crude retreating below its 200 day moving average. Gold
slipped as well but found some support. Meanwhile all three leading US indices
gained ground on Friday.
FirstFT – FT
WSJ City – WSJ
May Set to Trigger Article 50, HSBC
Appoints New Chair
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Lower USD rates, weaker USD and NOK
* Busy week with Dutch election, Fed, Norges Bank and more * USD rates lower on
good payrolls – exhaustion * USD down on profit taking as Fed hike priced in
Morning Markets
– TF
Upbeat US nonfarm payrolls data were
a positive factor for investor sentiment in Asia today but local events led to
divergence in the performance of equity markets across the region. Meanwhile
reports of an imminent Article 50 invocation have boosted the British pound.
From the Floor
– TF
We're in for a busy week. Mario
Draghi speaks today, where he may squash ECB rate hike rumours that saw the
euro closing higher on Friday. Tuesday, UK prime minister Theresa May is
expected to get parliamentary approval for Brexit. The following day the Dutch
go to the polls in their most contentious election in decades on the same day
the Federal Open Markets Committee is expected to announce as rate hike. And
the week ends with the G20 finance ministers' meeting.
Daily Market Comment
– Marc
Chandler
Bonds and Equities Rally, Dollar
Heavy
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 Rise, S&P Futs
Flat As Dollar Rebounds Ahead Of Critical Week For Markets
Frontrunning
– ZH
FX Update
– TF
The solid US jobs report on Friday
failed to stoke any enthusiasm for the greenback as traders possibly eye G20
and Trump administration this week rather than the FOMC meeting and the
expected rate hike.
FINNISH
Aamukatsaus – Nordea
Edessä Fedin ensimmäinen nosto * USA:n helmikuun
työllisyysraportti oli vahva * Luvassa useita keskuspankkien korkopäätöksiä *
Markkinat odottavat Hollannin parlamenttivaalien tulosta