Google Analytics

Friday, March 2

2nd Mar - Trump's tariffs, Europe's super-weekend





Follow ‘MoreLiver’ on Twitter


EUROPE
Who killed European social democracy?Politico
Collapse of center left risks destabilizing Continent’s politics.

EU tentatively backs reform of labor rules sought by MacronReuters
The European Union reached a tentative agreement on Thursday to tighten employment rules for workers who move to richer member states in order to earn more money, a practice some countries say can be used to undercut wages and labor rules.

Germany: ‘Yes’ or ‘no? What’s it gonna be, SPD?
ING
While Italy votes, financial markets should also have a close eye on German politics on Sunday. In fact, the result of the SPD’s member vote on whether or not to join a coalition with Angela Merkel’s CDU could have a bigger impact on markets and Europe than the Italian elections

Draghi Confronts Limit of His Powers as Latvian Standoff EnduresBB
Latvian Governor Ilmars Rimsevics returned to work on Monday * Crisis may prompt questions at Thursday ECB press conference

  ITALY
Ferdinando Giugliano: After Italy's Campaign Comes the Reality CheckBB
The promises Italian politicians make before an election bear no resemblance to what they can deliver.

Italy’s 5Stars jump the gun and unveil Cabinet teamPolitico
Anti-establishment party announces who its ministers will be if it wins Sunday’s election.

Antonio Tajani agrees to be Forza Italia’s prime ministerial candidatePolitico
European Parliament president said he had accepted Silvio Berlusconi’s invitation.

Italy Election Preview: Here Are The Main Questions On Investors' Minds ZH


UNITED STATES
War is stupidING
The world stands on the brink of a trade war as Donald Trump announces severe tariffs on steel and aluminium - forget the yield curve - this is how recessions start.

What Trump’s import tariffs mean for metal pricesING
Trump has confirmed he will impose 10% duties on all imports of aluminium (primary and products) and 25% on steel. Costs to be borne by local consumers have already surged and have further to go. The all-important details on Canada remain unknown

Furious World Responds To Trump Tariffs, Vows RetaliationZH

WSJ Editors: "This Is The Biggest Policy Blunder Of Trump's Presidency"ZH

Editorial: Oh! What a Lovely Trade WarBB
Trump makes strange claims all the time. But his latest deserves special recognition.
 
 
MARKETS / OTHER
6 Reasons Why BofA Believes Another $6 Trillion Correction Has StartedZH

Morgan Stanley: Beware, There Is No Liquidity In This MarketZH

Eli Lake: Turkey Is Turning Into the Next PakistanBB
The U.S. should make clear to ersatz allies that betrayal has consequences.

Leonid Bershidsky: Why Putin Is Rattling His SuperweaponsBB
He wants respect, but he'll end up getting an arms race Russia can't win

  JAPAN
BOJ's Kuroda Joins Queue of Central Banks Looking Toward Exit – BB
Bank of Japan Will Think About Stimulus Exit Around 2019: Kuroda – BB
Kuroda Shocks Markets Hinting At QE End; Nikkei, USDJPY Tumble – ZH


REGULARS
FirstFT Daily BriefingFT
May’s Brexit speech, Putin’s ‘invincible’ missile, billionaire bolt-holes

WSJ CityWSJ
Trump’s Tariff Pledge Sparks Trade War Worries, May to Set Out EU Vision, Italy Vote to Test Market Calm

WSJ EconomicsWSJ
Tariffs Spark Trade Worries | U.S. Incomes Get a Tax Boost | Japan Jobless Rate Near 25-Year Low

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Markets Unanchored?

Brussels PlaybookPolitico
EU speech day — May fights trade war tide — Tajani for Italy PM

Five Things You Need to Know to Start Your DayBB

US OpenZH
Stocks, S&P Futures Plunge After Trump-Kuroda Double Whammy

FrontrunningZH


FINNISH
Aamukatsaus Nordea
Sunnuntaina huomio kiinnittyy Italian vaaleihin ja Saksan sosiaalidemokraattien jäsenäänestykseen | Trump asettamassa tulleja teräkselle ja alumiinille | Blogi: Taantuma iskee Suomeen vuonna 2020

AamukatsausDanske Bank

Orpo: Suomi”hyvin kriittinen” uusia tulonsiirtoja kohtaanIL
Valtiovarainministeri Petteri Orpo kertoo Iltalehden haastattelussa, mitkä ovat kipukohdat tulevissa euroalueen väännöissä. Suomen maksuosuus kasvaa joka tapauksessa.

Maahanmuutto – kriitikon käsikirjaSuomen Perusta