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EUROPE
Why Germany's Shakeup
Won't Help Greece – BB
What Spain Secession Vote Means to Investors and What's to Come – BB
Peter Praet: Asset
purchase programme and financial markets (Slides) – ECB
Paul Thomsen: The Euro
Zone: What’s Next – IMF
Macron’s push for a
deeply integrated EU will face difficulties ahead – Open
Europe
UNITED STATES
“Inflation Weakness Is
Temporary” – Tim
Duy
TAX PLAN
Still a long way to go for tax reform – Danske Bank
The New Republican Tax
Plan Still Isn't a Plan – BB
Trump proposes U.S. tax
overhaul, stirs concerns on deficit – Reuters
Economists Have No Use
for Republican Tax Cuts – BB
Market Gives Up Tax-Hope
Gains After UBS Says “Won't Happen” – ZH
Mnuchin Says 3% Growth
‘Very, Very Doable’ Under Trump Tax Plan – BB
Here’s How Tax Reform
Could Squeeze the Middle Class – BB
A Trillion-Dollar
Deduction Could Get Axed to Fund Trump Tax Plan – BB
OTHER
The Trump Trade Is Back –
BB
How should a Trump
portfolio look? – #SaxoStrats – TF
Small-Caps Break Out To All-Time Highs! – All Star Charts
Buffett's Hedge-Fund Bet Was a Virtual Sure Thing – BB
Bannon’s Back and
Targeting China – BB
REGULARS
Morning Report APAC – TF
Asian markets were mostly up in early trade following the lead from Wall
St. The USD also rose following the unveiling of Trump's tax-reform plan.
FirstFT Daily Briefing – FT
Corbyn in command, China’s fake Washington Post, Hugh Hefner dies
WSJ City – WSJ
U.K. Misses Out as EU Weighs Overhauls, Why Trump Tax Plan May Not Boost
Buybacks
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Snap election in Japan, US tax reform, stronger USD and higher bond
yields * Inflation day today and inflation day tomorrow * Rates up * Little
volatility in FX markets
Morning Markets – TF
The dollar soared equities roared ahead and safe-haven assets like gold
and the Swiss franc went into a tailspin overnight after US president Donald
Trump elaborated on his plans for wide-ranging tax cuts a key element of his
electoral platform.
Daily Market Comment – Marc Chandler
Greenback Consolidates while Yields Continue to March Higher
Brussels Playbook – Politico
End of Schäuble era — May’s trade reality check
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Global Bond Rout Accelerates Even As Dollar Rally Fizzles
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
Tänään saadaan alustava tieto Saksan syyskuun
inflaatiosta | USA:n ja euroalueen korot nousussa | Ruotsin vähittäismyynnin
kasvun odotetaan jatkuneen vakaana