EUROPE
Charts: How European Banks Are Dealing With
Bad-Loan Problem – BB
For European banks, it’s
a headache that just won’t go away: the 944 billion euros ($1.17 trillion) of
non-performing loans that’s weighing down their balance sheets.
‘The Schulz’ takes his leave – Politico
Martin Schulz bows out
as SPD leader, leaving his party in a mess.
ITALY
Italy's Northern League dangles EU exit in election campaign – Reuters
Editorial: Don't Be Complacent About Italy's
Elections – BB
The country's public
debt is a threat to global financial stability.
UNITED KINGDOM
IMF Concludes Article IV
Consultation with the United Kingdom – IMF
United Kingdom: Article
IV Consultation – IMF
United Kingdom :
Selected Issues – IMF
UK Economy Must Get More
Efficient – IMF
DATA
Industrial production up by 0.4% in euro area – Eurostat
Industrial production up by 0.4% in euro area – Eurostat
GDP up by 0.6% in both
euro area and EU28 – Eurostat
Germany: Solid growth,
fragile politics – ING
UNITED STATES
US inflation - a dip before three? – ING
Lower US inflation may
help calm markets, but this drop will be temporary. Three percent inflation
looks possible by summer
Trump's Tax Plan Will Make It Harder To Analyze
Corporate Earnings – ZH
DATA
Consumer Prices Rise
More Than Forecast on Apparel Costs – BB
January Consumer Price
Index up more than expected – Reuters
Consumer Prices Top
Forecasts, Sending Markets Tumbling – BB
Wage Growth? Real Hourly
Earnings Are Slowing Notably – ZH
Retail Sales
Unexpectedly Fall After December Revised Down – BB
Retail Sales decreased
0.3% in January – Bill
McBride
Key Measures Show
Inflation Increased in January – Bill
McBride
CPI high surprises, Retail
sales slow Jan, downward revisions - Daiwa
CPI: Underlying pick-up
in inflation not as severe as it seems – Pictet
US data surprises boost
rate hike prospects – ING
MARKETS / OTHER
Matthew Levine: No One
Has Any Idea What Goes On in a Bank – BB
Insiders aren't any better than outsiders when it comes to trading their
own stock.
Why Wednesday Could Be a Huge Day for the VIX – BB
VIX Crashes Back Below
20 After Futures Expiration – ZH
Deutsche Bank: asset price "An Interesting Chart On CPI Day..." – ZH
Fading Ray – Bridgewater’s European shorts – Kevin Muir
Stocks Shrug Off
Inflation Scare But Bond Yields Extend Spike – ZH
REGULARS
FirstFT Daily Briefing – FT
Israel’s dilemma, Premier League dive, Dyson’s £2bn gamble
WSJ City – WSJ
The ‘Fear Index’ Faces Probe, White House Considers Mester for the Fed’s
No. 2
WSJ Economics – WSJ
Trump Eyes New Tariffs and Quotas | Will Inflation Perk Up? | Record
Household Debt
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
Investors Remain Uneasy even as Equities Stabilize
Brussels Playbook – Politico
Ministers sideline MEPs on EMF — Oxfam’s growing nightmare — Croatian PM
interview
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
US Futures, Global Stocks Rise Before The "Most Important CPI Print
Ever"
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
Päivän
mielenkiintoisin julkaisu on USA:n inflaatio | Ruotsissa Riksbank kokoustaa ja
pitää rahapolitiikan ennallaan | Odotamme Ruotsin asuntohintojen jatkaneen
laskuaan