EUROPE
Sweden’s Housing Slump Is Getting Worse – BB
HOX index slides on
annual basis for first time since 2012 * Housing market turmoil is spurring
concerns about economy
Prospect of Italian Election Crushes Italian
Bonds – Marc
Chandler
FT Survey: Banks' Brexit Relocations By March
2019 Much Lower Than Feared
– ZH
Pound Slides After BOE Holds Rates: Warns Q4
Economy "Slightly Softer", Sees "Gradual And Limited" Rate
Hikes – ZH
Euro wrap-up – Daiwa
Bunds were little
changed as the ECB left its forward guidance intact and inflation forecasts
little changed despite a firmer GDP growth outlook * Despite some stronger-than-expected
UK retail sales numbers, Gilts made gains as the BoE saw no urgency to tighten
policy further * Friday will see EU27 leaders agree next steps for Brexit,
while the latest euro area trade report is due
EUROPEAN
CENTRAL BANK
Monetary policy
decisions – ECB
Introductory statement
to the press conference – ECB
Eurosystem staff
macroeconomic projections for the euro area, December 2017 – ECB
Changes to collateral
eligibility criteria for unsecured bank bonds – ECB
ECB Keeps Policy
Unchanged as Investors Seek Economic Update – BB
ECB keeps easy money
pledge despite big growth upgrade – Reuters
ECB Sees Policy Stance
"Contributing To Favorable Liquidity Conditions" – ZH
ECB Unveils New, Higher
Inflation Forecasts; Pushes Bund Yields Higher – ZH
ECB: Overly confident – Nordea
ECB Says Little and Does
Less – Marc
Chandler
ECB sees weak inflation
despite upgrades to growth – ABN
AMRO
ECONOMIC
DATA
Flash Eurozone Composite
PMI – Markit
Flash Germany Composite
PMI – Markit
Flash France Composite
PMI – Markit
Euro area Flash PMIs: The
sky is the limit – Pictet
UNITED STATES
Corporate Tax Reforms Will Lead to International
Tax Battles – PIIE
With its plan to reduce
the corporate tax rate and enact temporary expensing of capital outlays,
Congress is poised to put US firms on a better competitive footing than many of
their rivals based in Europe, Japan, and other advanced countries.
FEDERAL
RESERVE
Fed sticks to Fed rate
hike view – ABN
AMRO
Fed review: Fed’s
enthusiasm on tax cut plans remains limited – Pictet
Yellen's Swan Song: Few
Surprises – Marc
Chandler
FOMC more optimistic on
economy; modest shift in policy outlook – Daiwa
ECONOMIC
DATA
Retail Sales Surge At
Fastest Pace Since 2012 As Online Sales Soar – ZH
U.S. retail sales surge;
weekly jobless claims fall – Reuters
Retail sales:
broad-based increase; suggestive of strong holiday shopping – Daiwa
Flash US Composite PMI –
Markit
Services Economy Slumps
To 15-Month Low, Manufacturing Rebounds – ZH
MARKETS
/ OTHER
China Factory Output,
Investment Slow While Consumption Firms – BB
Financials Outlook 2018 – ABN AMRO
Fundamentals to trump the QE slowdown
Yield Outlook – Danske Bank
Central bank exit but only modestly higher long yields
Jim Simons, the Numbers
King – The New Yorker
Algorithms made him a Wall Street billionaire. His new research center
helps scientists mine data for the common good.
REGULARS
FirstFT Daily Briefing – FT
Tory Brexit rebellion, WTO stalemate, ‘Weinstein is my monster’
WSJ City – WSJ
ECB Watchers Eye Change of Tone, May Heads to Brussels After Brexit
Defeat
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Fed as expected, Draghi up next - huge central bank day! * Italian yields
rise on election prospects * USD weaker on Fed and soft CPI figures
Daily Market Comment – Marc Chandler
US Rates Bounce Back, but Dollar, Hardly
Brussels Playbook – Politico
Summit today — EU national power ranking — Malmström blasts trade failure
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Central Bank Bonanza Day: European Stocks Slide Ahead Of ECB; S&P
Futs Hit Record High
Frontrunning – ZH
FINNISH
Aamukatsaus –
Nordea
EKP tarjoilee lisätietoa osto-ohjelmasta * Fedin
kokous ei tuonut yllätyksiä * Dollari heikkeni euroa vastaan * Useat
keskuspankit kokoustavat tänään
Finland : 2017 Article
IV Consultation – IMF