Weekend 02/04 & 02/05
Schauble Agrees With Trump That Euro Is “Too Low” For Germany, Blames Mario Draghi – Zerohedge
China’s Intelligent Weaponry Gets Smarter – cnbc
Japan – It’s Finally Happening – Zerohedge
What You Need To Know About Dividend Investing In 2017 – forbes
The Honeymoon Is Over: Goldman Slams Trump’s Economic Plan, No Longer Expects A Border Tax – Zerohedge
JPM: “Turning Points In Market Trends Are Occurring At The Fastest Pace In History” – Zerohedge
Meet The “Bionic Barrista” Whose Mission Is To Terminate Millions Of Minimum Wage Jobs – Zerohedge
Friday 02/03
Boston Judge Unblocks Trump Travel Ban, Asks “Where Does It Say Muslim Countries?” – Zerohedge
Donald Trump Just Gave the 7 Biggest Banks a $35.4 Billion Boost In Value – fortune
How “Superstar” Companies And Technology Are Killing The American Worker – Zerohedge
Japan readies package for Trump to help create 700,000 U.S. jobs – Reuters
Meanwhile, Over In Zimbabwe… – Zerohedge
US Factory Orders Are Unchanged In 11 Years – Zerohedge
US Services Industry Stabilizes: Firms Warn “Margins Squeeze Acting As A Brake On Employment” – Zerohedge
Despite Dismal Jobs Data, Dollar Jumps On Fed’s Williams Headlines – Zerohedge
Treasuries Rise, Dollar Pares Gain as Wages Slip: Market Wrap – Bloomberg
Trump’s First Payroll Report: 227K Surge In Jobs, But Earnings Disappoint; Unemployment Rate Ticks Higher – Zerohedge
Deutsche Bank Set to Slash Equities, Fixed-Income Jobs – wsj
The High Court has blocked a new Brexit legal challenge – businessinsider
Why young Chinese consumers matter to global jewellery gold demand – scmp
Euro-Area Economic Outlook Improves as Orders Fuel Hiring – Bloomberg
India’s BSE Soars 38% In Debut Trading – barrons
Euro Trading Calm Belies Risk of Lehman-Like Volatility Spikes – Bloomberg
Pension Clash Looms as Ukraine Balks at IMF Retirement-Age Plan – Bloomberg
Trump set to dismantle Dodd-Frank framework: WSJ – cnbc
Trump To Sign Executive Orders Scaling Back Financial Regulation – Zerohedge
The IMF Should Get Out of Greece – Bloomberg
Ireland to phase in new way of measuring economic growth – Reuters
India debates the case for a universal basic income – economist
Savers With as Little as $1.5 Key to Modi Keeping Budget Promise – Bloomberg
Eurozone job creation at 9-year high as business confidence strengthens – markit
ECB Puzzles Over Question of Whether Recovery Is for Real – Bloomberg
GERMANY: Services activity growth eases for second straight month in January – markit
Growth in French service sector accelerates – markit
5 Things You Need to Know to Start Your Day – Bloomberg
ITALY: Rise in services business activity supports employment growth – markit
Jobs report; Trump meets his CEO team; Amazon stumbles – cnn
Why Italians Might Be Outright Economic Losers in Era of Euro – Bloomberg
China is back to work, and its markets are tanking – businessinsider
China’s yuan firms, bond yields rise after PBOC raises short-term rates – bt
JGB yields yanked back from 1-year highs by BOJ’s special buying operation – Reuters
China’s smallest manufacturers had a disappointing start to 2017 – businessinsider
China Caixin manufacturing PMI shows growth battle – Marketwatch
Private indicator shows slowdown in China growth – Marketwatch
Global gold investment demand for 2016 hit highest level in 4 years: report – Marketwatch
Thursday 02/02
Business Live – guardian
Live: U.S. Politics – Reuters
Investors Are Pouring Into Gold – Bloomberg
Yellen Eyes Commercial Real-Estate Froth as Fed Weighs ’17 Risks – Bloomberg
The Mexican Border Wall: Either Way, You Pay – Bloomberg
GREECE: Another showdown looming with creditors – economist
Making America Great Again? Why Trump’s Travel Ban is Bad for Business – newsweek
Russian stocks, currency soar on reports U.S. will lift some sanctions – Marketwatch
Last Month Was One of the Least Volatile Januaries Ever for U.S. Stocks: Chart – Bloomberg
DEUTSCHE BANK: We are benefitting from the ‘Trump effect’ on markets – Reuters
Dan Loeb’s investor letter reveals big bets on banks, stronger growth because of Trump – cnbc
British government publishes 77-page Brexit plan – Marketwatch
Vodafone revenue drops; confirms outlook – Marketwatch
Business Optimism Is Riding High, Maybe Too High – Bloomberg
Donald Trump’s closest advisor Steve Bannon thinks there will be war with China in the next few years – independent
Aberdeen Sees $13.3 Billion in Outflows After Trump Victory – Bloomberg
Deutsche Bank Misses Estimates as Client Jitters Hit Trading – Bloomberg
Europe’s Volatility Curve Is Getting Kinky Ahead of French Vote – Bloomberg
Australia Delivers Record Trade Surplus on Coal-Iron Price Surge – Bloomberg
Wednesday 02/01
Markets rally after solid manufacturing data – business live – guardian
UniCredit prices rights issue at 38 percent discount – Reuters
Apple’s financial results were worse than you think – Marketwatch
Facebook’s growth may have peaked, so what’s next? – Marketwatch
India considers giving cash handouts to citizens to eliminate poverty – cnbc
Unanimous Fed Holds Rates As Expected; Does Not Hint At Imminent March Rate Hike – Zerohedge
Goldman Asks Whether Country Risk Will Return to Europe – Bloomberg
Stagflation Shock: ISM Shows Input Costs Soaring At Fastest Since 2011 – Zerohedge
El-Erian Warns “We’ve Entered The ‘Twitchier’ Phase III Of The Trump Rally” – Zerohedge
US Added A Blistering 246K Private Sector Jobs In January, Most Since June – Zerohedge
Fitch: Fiscal Easing Supports Growth, But Multipliers Are Lower – FITCH
Eurozone Manufacturing PMI hits 69-month high at start of 2017 – markit
Brexit Bulletin: The Price of Article 50 – Bloomberg
Ray Dalio Makes Clients $4.9 Billion in 2016 as Paulson, Soros Falter – Bloomberg
GERMANY: Growth of manufacturing sector hits 3-year high in January – markit
These Countries Are Struggling the Most to Support Their Retirees – Bloomberg
Romanians Flood Streets as Cabinet Defies Protests Over Pardons – Bloomberg
Modi Eases Deficit Goal, Heeding GDP Warning on India Cash Ban – Bloomberg
India to Inject $1.48 Billion of Capital Into State-Run Lenders – Bloomberg
India manufacturing activity resumes expansion – Marketwatch
China factory activity slows slightly in January – Marketwatch
JAPAN: Manufacturing conditions improve and outlook brightens at start of 2017 – markit
Tuesday 01/31
Chicago PMI Crashes To Recession-Fearing 11-Month Lows – Zerohedge
Millennials Could End Up the Biggest Losers of Trump’s Fiscal Policies – FORTUNE
Brazil’s Jobless Rate Reaches All-Time High in December – Bloomberg
Dollar Dumps After Trump Accuses China, Japan Of “Planning Money Markets” – Zerohedge
UPS 2017 Forecast Trails Estimates on Drag From Currency Impact – Bloomberg
Exxon Misses Estimates as $2 Billion Writedown Erodes Cash – Bloomberg
Pfizer revenue falls, offers soft outlook – Marketwatch
Greek Bond Yields Surge Amid Stalled Bailout Review, IMF Quarrel – Bloomberg
Euro jumps after Trump adviser calls shared currency ‘grossly undervalued’ – Marketwatch
Trump’s protectionism biggest threat to US economy’s growth, CNBC Fed Survey respondents say – cnbc
That ECB Taper Might Just Sneak Up on Us – Bloomberg
Trump’s top trade adviser accuses Germany of currency exploitation – ft
French Socialist Vision Promises Money for All, Funded by Robots – Bloomberg
Trump dooms dollar to worst January since 2008 – cnbc
Euro-Area Inflation Surges to 1.8%, Intensifying ECB Debate – Bloomberg
German Unemployment Falls to Record Low as Economy Gathers Pace – Bloomberg
French consumer spending unexpectedly falls – Marketwatch
Germany rated best for business post-Brexit: report – politico
German retail sales fall after terror attack – Marketwatch
French Economy Accelerates, Stoking Debate on ECB Tapering – Bloomberg
Theresa May will not find passing Brexit bill by March 7 ‘plain-sailing’, warns senior Tory – independent
Microsoft sells $17 billion of bonds, marking largest debt issuance so far in 2017 – Marketwatch
Australia’s Future Fund wants its return target lowered by the Turnbull government due to risk fears – businessinsider
BOJ Holds Stimulus With Little Change in Inflation Outlook – Bloomberg
Deutsche Bank is paying $628 million in fines over its $10 billion Russian ‘mirror trade’ scandal – businessinsider
Japan industrial output up for 2nd straight month – Marketwatch
Monday 01/30
Stock markets hit by US travel ban fears – business live – guardian
Trump Fires Acting Attorney General for Defying Order on Muslims – theatlantic
ECB Assets Rise Above 36% Of Eurozone GDP; Draghi Now Owns 10.2% Of European Corporate Bonds – Zerohedge
Here’s the catastrophic impact Trump’s immigration ban could have on the US – CNBC
Dallas Fed Manufacturing Survey Soars To Highest Since 2010 – Zerohedge
Iraqi Lawmakers Recommend Reciprocal Ban on U.S. Citizens – Bloomberg
Americans Spend More Than They Earn For 9th Straight Month As Savings Rate Tumbles To 2015 Lows – Zerohedge
Trump’s Immigration Order Unleashed a Policy Disaster – Bloomberg
Global pension fund assets tackle headwinds and rise – funds_europe
German Inflation at Highest Since 2013 Puts ECB in Spotlight – Bloomberg
Emerging Assets Drop as Trump Travel Ban Curbs Appetite for Risk – Bloomberg
Why The Cold War Between Tech CEOs and Trump Is About To Go Nuclear – zerohege
ECB Official: Bank May Start to Signal Slowing of QE by Summer – wsj
Tesla’s Battery Revolution Just Reached Critical Mass – Bloomberg
Negative effective of currency rates on company results fall in third quarter – Reuters
Abe Pushes Back After Trump Attacks Japan Car Sales as ‘Unfair’ – Bloomberg
European Stocks Slip as Trump Immigration Order Rattles Markets – Bloomberg
Iran To Ditch The Dollar In Wake Of Trump’s ‘Muslim Ban’ – forbes
Vodafone in merger talks over India unit – Marketwatch
Key Events In The Coming “Big Week” For The US – Zerohedge
Twice bitten, thrice shy – breakingviews
Spanish Economy Maintained Growth Momentum in Fourth Quarter – Bloomberg
‘Dr Doom’ Marc Faber says US assets set to suffer long term from Trump’s travel ban – cnbc
Foreign Workers in Japan Surpass 1 Million for First Time – Bloomberg
FX Guru John Taylor Is Back, Minus the $12 Million-a-Year Salary – Bloomberg
Portugal’s Fading Fixed-Income Star – Bloomberg
MORGAN STANLEY: Why the European Central Bank may raise rates sooner than expected – businessinsider
UniCredit says to fail ECB capital requirements ahead of cash call – Reuters
Global Stocks Decline After Trump Move, Oil Drops: Markets Wrap – Bloomberg
A top strategist explains who — if anyone — can threaten America’s status as the global economic superpower – businessinsider
BOJ to upgrade its 3-year economic growth outlook – Nikkei – FXSTREET
Daily Briefing: Trump and Europe – worst fears confirmed – Reuters
Deutsche Bank says these 2 factors will drag iron ore prices lower in the second half of 2017 – businessinsider
Yen rises, dollar weakens as Trump travel ban, unrest rattles investors – Marketwatch
How Trump’s Rush to Enact an Immigration Ban Unleashed Global Chaos – nyt