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EUROPE
Reconciling risk sharing with market discipline
in the euro area – Bruegel
Conference report: How to save the EU – CER
Germany demands clarity on risk reduction for
banking union – Reuters
Germany’s Social Democrats Wake Up to Political
Reality – BB
Key industrial states
hold key to Sunday’s vote on more talks * Supporters weigh risk of snap
election, blow to leadership
Leonid Bershidsky: Putin Can Find Love in Italy, But No Help – BB
Major Italian political
forces appear to be strongly pro-Kremlin, but that's unlikely to mean the end
of Russia sanctions in Europe.
EUROPEAN CENTRAL BANK
Who Fears QE's Demise? Not These Emerging European Economies – BB
Officials say central
Europe can withstand ECB ending stimulus * Region set to benefit from rating
upgrades, narrower deficits
Euro strength a risk to inflation outlook – ABN
AMRO
How long can the ECB accept the EUR-phoria? – Nordea
With the recent abrupt
EUR momentum in mind, the ECB may soon have to worry about the strength of the
EUR again. How strong can the EUR get before the ECB once again feels the need
to intervene verbally against the strengthening trend?
Euro slips after hitting a three-year high on
ECB talk – Reuters
ECB pouring cold water on rate hike expectations
– ABN
AMRO
Annual inflation down to 1.4% in the euro area – Eurostat
UNITED STATES
GS: Why Trump's Tax Cuts Will Do Little To Boost
Wages (For Now) – ZH
Academic debates aside, Fed officials’ optimism is rising – Pictet
With Fed officials
becoming more optimistic about the US outlook, there is a risk of additional
rate hikes this year. Meanwhile, strategy brainstorming about tweaking
inflation targeting continues.
US Industrial Production
Surges In December To Record High – ZH
Industrial Production
Increased 0.9% in December – Bill
McBride
MARKETS
/ OTHER
Morgan Stanley: "We
Have Entered The Late Cycle Euphoria Stage" – ZH
Bank of Japan Preview – Danske
Bank
On hold as BoJ head awaits Abe’s decision
REGULARS
FirstFT Daily Briefing – FT
GE’s retreat, bitcoin tanks, PwC’s Carillion role under scrutiny
WSJ City – WSJ
Crypto Heists Blamed on North Korea, Are US Stocks Rallying Too Hard?
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
Dollar Stabilizes After Marginal New Lows
Brussels Playbook – Politico
Meet Romania’s new PM — War on plastic — Syrian opposition leader
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
What Selloff: US Futures Rebound Sharply, Dow 26,000 Back On Deck
FINNISH
Aamukatsaus – Nordea
Kanadan
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