16th Feb - Still positive

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MARKETS / OTHER 

Buy the Dip, That Old Wall Street Favorite, Comes Under Scrutiny – BB

Market folklore isn’t always right answer, Man Group CEO says * Correction creates opportunity, says Deutsche Bank’s Hille

Deutsche Bank on USD weakness: expensive stocks and bonds means no inflows – ZH

Bond Funds See 5th Biggest Outflow On Record – ZH

Selloff Grips Credit Funds as Rate Fears Ripple Through Market – BB

Record Angst Over Leverage Belies Outperforming High-Debt Stocks – BB

Weak balance sheet stocks surge amid junk bond fund outflows * Conflicting narrative follows recovery from two-week decline

New Realities Greet Tech Stocks After Rout – BB

Hedge funds cut their stake in FANGs by 16 million shares * Reduction came after a 12-million share third-quarter increase

 

REGULARS

FirstFT Daily Briefing – FT

Brexit vision, secret to Buffett’s billions, how to clear snow in Russia

WSJ City – WSJ

British Business Leaders Propose Hybrid EU Deal, the Rand’s Momentum, How Stocks Are Moving in Tandem

WSJ Economics – WSJ

Inflation In Check | Silver Lining for Industrial Production | Startups Still In a Rut

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Worst Week for the Dollar since 2015-2016, While Stocks Continue to Recover

Brussels Playbook – Politico

Juncker’s spitzen image — Munich warm-up — Love me like EU do

Five Things You Need to Know to Start Your Day – BB

US Open – ZH

Violent Dollar Swings Fail To Stop Futures Levitation, Best Week For Stocks Since 2011

  

FINNISH

Aamukatsaus – Nordea

Inflaatio-odotukset nostavat korkoja * USA:n pörssit nousivat viidettä päivää putkeen * USA:n luottamusluvut kulkivat eri suuntiin * Tänään on julkistuksien osalta hiljainen päivä

Aamukatsaus – Danske Bank