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Saturday, March 25

24th Mar - European rally on PMIs



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EUROPE
Vote on 5 scenarios for the future of Europe – Politico

Eurozone Flash March PMI – Markit
France Flash March PMI – Markit
Germany Flash March PMI – Markit
Another spectacular rise in euro area PMIs – Pictet

 
REGULARS
Morning Report APACTF
The delayed healthcare bill weighed on equities on Wall Street on Thursday but Asian markets are heading higher today. In commodities gold has firmed while crude prices look fragile.

FirstFTFT
London attacker Khalid Masood, Deutsche, British Airways

WSJ CityWSJ
Europe Struggles With Terror Threats, Markets Increasing Resilience, What Follows the ‘Trump Trade’

Danske DailyDanske Bank

Eye-OpenerNordea
Equities back in black; strong demand for long ECB liquidity; USD regaining lost grounds * Euro-area PMIs today * Final TLTRO2 allotment * Stronger USD

Morning Markets TF
The dollar is showing signs of life once again as the markets interpret a delay in the vote on Donald Trump's healthcare bill as a signal he may get his way after all. It's hardly a ringing endorsement however and an underlying nervousness still pervades markets.

From the Floor TF
Crude oil futures are hovering above support into this weekend's meeting between Opec and non-Opec producers in Kuwait. Saxo Bank head of commodity strategy Ole Hansen says investors should expect bullish talk, but maintains that his bias is ultimately neutral.

Daily Market CommentMarc Chandler
Dollar Trying to Stabilize Ahead of the Weekend

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
All Eyes On Washington: US Futures Rise On Hope Healthcare Vote Will Pass

FX Update TF
US President Trump has put his foot down and demanded a do-or-die vote on the healthcare package today in the US House threatening late Friday volatility for the US dollar on a possible rush for positioning ahead of the weekend.

FINNISH
AamukatsausNordea
Tussahtaako Trump? * Yhdysvaltain edustajainhuoneen äänestys terveydenhuoltolakiuudistuksesta lykkääntyi * EKP:n neljäs ja viimeinen TLTRO-rahoitusoperaatio herätti suurta kiinnostusta * Tänään julkaistaan pikaennakot euroalueen maaliskuun ostopäällikköindekseistä