20th Mar - Quiet

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EUROPE

U.K. to Trigger Brexit March 29, Starting Two Years of Talks – BB

Brexit: What is Article 50? A guide to what happens now – BBC

Ana Palacio: The EU’s Road to Rome – Project Syndicate
Editorial: Governments Have Put the ECB in a Bind – BB

Euro Rates Watch – Will the ECB hike before QE ends? – ABN AMRO

2017 macroeconomic imbalance procedure and implementation – ECB

UNITED STATES
Consumers: Democrats "Deep Recession", Republicans “New Golden Age” – ZH

OTHER

FX Forecast Update: Approaching a base in EUR/USD – Danske Bank

BofA: The Market Is No Longer Efficient – ZH

Asia monthly: Political risk is high in Asia too – Nordea

G-20 Nations Renew Commitment to Global Bank-Capital Overhaul – BB

G-20 Drops Anti-Protectionist Pledge as Price of U.S. Assent – BB

Mohamed El-Erian: U.S. Prevails in an Unusual G-20 Communique – BB

REGULARS

Morning Report APAC – TF

Asian markets opened mixed as traders digested the weekend's G20 finance ministers' meeting in Germany. Meanwhile US Secretary of State Rex Tillerson met with Chinese President Xi Jinping on Sunday with both sides appearing to have made some progress on issues.

FirstFT – FT

WSJ City – WSJ

Vodafone to Merge India Unit, G-20 Divided Over Trade, Rude Central Bank Awakening

Danske Daily – Danske Bank

Eye-Opener – Nordea

ECB market comments; light data week ahead * Fed speakers and Euro-area PMIs this week * ECB governing council member spur market turmoil * Volatility has come somewhat down in FX markets since FOMC

Morning Markets – TF

Dollar's losing streak has extended for the fourth day in a row as a turbulent press conference between the two foremost leaders of the western world unveiled the divisions that lie between the protectionist agenda of president Donald Trump and German chancellor Angela Merkel.

From the Floor – TF

Equities might be near record highs but the G20's removal of its anti-protectionism language, coupled with geopolitical risks, may be primed to send stocks lower.

 

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, US Futures Slide Spooked By G20 Protectionist Shift; Dollar Drops For 4th Day

Frontrunning – ZH

FX Update – TF

The week is starting off with the greenback on the back foot after the FOMC’s rate hike failed to boost the greenback. This week looks critical for the big dollar both for technical and political reasons.

FINNISH

Aamukatsaus – Nordea

Jatkaako talouden luottamus nousussa? * Euroalueen maaliskuun alustavat ostopäällikköindeksit ovat viikon tärkein datajulkistus * Euroalueen talousministerit tapaavat tänään * EKP toteuttaa viimeisen TLTRO-rahoitusoperaation torstaina