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EUROPE
EU Discusses Brexit
Position as U.K. Threatens to Quit Talks – BB
EU Approves Tough Brexit
Talks Stance, Demanding U.K. Pays – BB
Greek Creditors Seek to
Break Impasse on Stalled Bailout Review – BB
France’s deficit-cutting
project looks a tall task – TF
TARGET Annual Report 2016
– ECB
Merkel Says `Weak' Euro
Partly to Blame for German Surplus – BB
Merkel Sends Euro Higher
– Marc
Chandler
The ECB debates
sequencing of policy moves – Pictet
UNITED STATES
Trump Sticks to Script
in Mideast, Trying to Turn Page on Russia – BB
OTHER
FX Weekly – Nordea
With
a week of Trumpbulence behind, we expect that the appointment of a special
counsel will calm markets somewhat. The OPEC meeting on Thursday is crucial for
the NOK, which has lately been extraordinarily vulnerable to days of falling
oil prices.
BoA:
The S&P 500 Is Now Overvalued On 18 Of 20 Valuation Metrics – ZH
The
Quants Run Wall Street Now – WSJ
REGULARS
Morning Report APAC – TF
The weakening dollar and the expectations that Opec will continue to keep
to its promise of production cuts is what will drive the Asian market today. In
early trading the Japanese South Korean and Australian markets appear to be
responding in kind
Tory manifesto backlash, Trump attacks Iran, Japan royalty shortage
WSJ City – WSJ
Chemicals Giants Agree $20bn Tie-Up, European Earnings Surge
Danske Daily – Danske Bank
Eye-Opener – Nordea
OPEC and Trump in focus this week * Receeding Trumpbulence * No changes
to our BRL forecasts despite Temer risks * FX: OPEC to be watched closely
Morning Markets – TF
Last week saw indices sharply down due to distrust in the Trump
administration. However green dominated on Friday and we as the erratic
behaviour of the US president seems far from over we might see more volatility
in the week to come when he travels through the Middle East.
From the Floor – TF
A wave of risk appetite swept across Asian equity markets on Monday in a
rally fuelled partly by dovish remarks on Friday from St. Louis Fed president
James Bullard, who said the projected path for rate increases may be “overly
aggressive”. Meanwhile, oil prices rose on speculation of deeper-for-longer
production cuts.
Daily Market Comment – Marc Chandler
Dollar Pushes Back
Brussels Playbook – Politico
Greece pressure at Eurogroup — Next Brexit step for EU
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
Asia Jumps, Europe Stutters As Political Rumblings Return; Oil Nears $51
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
Dollari
laskussa päävaluuttoja vastaan | Öljyn hinta nousussa ennen OPEC:n kokousta |
Tänään vuorossa euroryhmän kokous
Sixten Korkman
EU:n taloussyynistä: "Olisi todella kummallista ruveta ryppyilemään
Suomelle" – YLE