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Monday, November 17

14th Nov - Bad from China, flat from Europe

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Annual inflation up to 0.4% in the euro area – Eurostat
GDP up by 0.2% in the euro area and up by 0.3% in the EU28 – Eurostat
EZ GDP a bit stronger than expected, slow growth ahead – Nordea
Q3 GDP growth unexpectedly increased – Handelsbanken
Eurozone GDP: Sluggish Growth Means Challenges Remain – WSJ
5 Takeaways on Eurozone GDP – WSJ
Euro zone grows faster than expected in third quarter – Reuters
Italy’s Slump Enters Fourth Year, Complicating Renzi’s Plans – BB
German-French Rebound Helps Euro-Area Keep Expanding: Economy – BB
German Economy Returns to Growth as France Beats Forecast – BB

US Retail Sales strong and USD supportive – TradingFloor
Retail sales +0.3 percent in October, stronger than expected – Handelsbanken
Retail Sales increased 0.3% in October – Calculated Risk
Retail sales point to more spending zeal by U.S. consumers – Reuters
Retail Sales in U.S. Showed Broad-Based Gain in October – BB
Strong US retail sales – Danske Bank

Preliminary November Consumer Sentiment increases to 89.4 – Calculate Risk
U.S. consumer sentiment at more than seven-year high – Reuters
Consumer Sentiment in U.S. Rose More Than Forecast in November – BB

Larry Summers Joins Japan’s Anti-Tax Bandwagon – WSJ
Japan PM Abe's expected tax delay a new headache for BOJ chief Kuroda – Reuters
IMF urges Japan to impose second tax hike, welcomes BOJ easing – Reuters

China’s still leaning towers – FT
China: tentative signs slowdown in credit growth is easing – Danske Bank
China lending drops sharply, fuels calls for bolder stimulus moves – Reuters
China's Industrial Output Growth In 2014 Worst In Over A Decade – ZH

Daily Central BanksWSJ
Hilsenrath’s Take: Fed’s Rate View Being Pulled In Two Directions By Jobs, Inflation * Yellen Says Fed Can’t Ignore World Economy * Dallas Fed’s Fisher to Retire in March 2015 * Eurozone Economy Expands at Meager Pace * China Credit Growth Slows

Daily MacroWSJ
Europe’s economies by and large grew modestly in the third quarter. Equities were modestly softer in early trade as the GDP reports take pressure off the ECB to enact further emergency monetary measures as it waits for policies announced during the past six months to start taking effect.

Danske DailyDanske Bank

FI Eye-Opener: Recession?Nordea
Bonds with more gains yesterday. 10-year EUR swap rate with a record-low closing. Yields with more room to fall today. Intra-Euro-area spreads with some widening. Lower inflation expectations, but only slightly. G20 meeting to fall short of targets again. French Q3 GDP with a small positive surprise. More weak GDP data from the Euro area ahead.

Sterling and Yen Slip Lower, Euro Stuck in Week's Narrow RangeMarc to Market

From the floor: All fall for the mighty greenbackTradingFloor
Aussie, Kiwi, sterling, and the euro all took hits overnight as the US dollar continued its ascent - and that climb looks like it's continuing. Oil slumped to another record low, energy stocks are virtually dead in the water and gold still has no allure.

EKP:n ankkuri ei pidä |Tänään euroalueen BKT-lukuja, Ranskan kasvu hieman odotettua parempi | Venäjän kasvu hidastui

Syyskuussa 2014 vaihtotase ylijäämäinen, viennin arvo kasvoi – Tilastokeskus
Koko kaupan myynti +1.5% syysk. YoY – Tilastokeskus
Kansantalouden tuotanto pieneni syyskuussa 2014 – Tilastokeskus
Inflaatio hidastui lokakuussa 1,0 prosenttiin – Tilastokeskus
Avoimia työpaikkoja Q3 vähemmän kuin vuosi sitten – Tilastokeskus