EUROPE
Germany’s political identity crisis – Open
Europe
A major shift is taking
place in Berlin, Open Europe's Leopold Traugott writes in Politico. Parties
across the spectrum will have to reinvent to survive.
How Martin Selmayr became EU’s top (un)civil
servant – Politico
Juncker’s right-hand man
consolidated power in typical style.
Not Content With France, Macron Has a Plan to
Take on All Europe – BB
French president seeks
to create pan-European political system * His party, Republic on the Move,
positions for EU elections
Editorial: A Latvian Test for the European
Central Bank – BB
The ECB should
acknowledge what's at stake in dealing with the scandal.
ECB View: Major changes in communication not
before June – ABN
AMRO
Germany: February ifo Business
Climate Index Falls – cesifo
UNITED STATES
How Trump Doomed His Own Infrastructure Plan – BB
His trillion dollar
dream lacked support within the White House and among Republicans.
The Risks of Pro-Cyclical Policy – Marc
Chandler
The recession of 2012-13 and the taper tantrum – David
Andolfatto
MARKETS / OTHER
ECB to Blame for Surge
in U.S. Yields? Timing Is Suggestive – BB
Massive bond purchases by ECB pushed investors into Treasuries * Yields
have climbed on signals of ECB reining in stimulus
If You Believe Quants,
Nothing Happened in Markets This Month – BB
Quant equity factors like momentum show no impact from turmoil * Performance
signals tired bull market in late-stage economy
REGULARS
FirstFT Daily Briefing – FT
Unilever’s Brexit, the Garlic Girls, Myanmar’s crisis of democracy
WSJ City – WSJ
Barclays to Double Dividend Despite Loss, Amazon Is Taking Over the Stock
Market
WSJ Economics – WSJ
The Fed’s Improving Outlook | Businesses Work Harder to Find Employees |
Productivity Boost Around the Corner?
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
All Eyes on Equities
Brussels Playbook – Politico
Dawn of the Selmayr Era — EU27 summit prep — Europe’s waste headache
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
S&P Futures Rebound As Dollar Rally Ends, Yields Drop
FINNISH
Aamukatsaus – Nordea
Päivän tärkein
julkistus on EKP:n pöytäkirjat | Euroalueen ostopäällikköindeksit yllättivät
alaspäin | USA:n korot nousussa Fedin pöytäkirjan ajamana