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Wolfgang Münchau: Italy’s economic recovery is not what it seems – FT
If country fails to bounce back from recession, it is hard to see how it can stay in the Eurozone
The European Union must reform before it's too late – Frances Coppola
Germany: Testing times for the ruling coalition – DB Research
The enormous influx of refugees into the EU and especially Germany has continued in recent months. According to the provisional registrations in the German EASY system 758,000 potential asylum seekers have already entered Germany this year to end-October.
Vítor Constâncio: Monetary policy and the euro area problem – ECB
Yves Mersch : A currency beyond the nation state: The euro and its institutional challenges ahead – ECB
6 takeaways on Hollande’s speech – Politico
What do the Paris attacks mean for the migration crisis? – Open Europe
Do Paris terror attacks highlight a clash of civilisations? – FT
FX: peak times – Nordea
The USD (DXY) has roared back, akin to price action back in 2001 when the DXY peaked. The USD is vulnerable to extremes - very negative, and very positive global risk and growth scenarios in the near term. The AUD, MXN preferred among the risky.
FX Forecast Update – Danske Bank
The final leg of the USD rally
Yield Forecast Update – Danske Bank
Central banks set the direction for 2016 in December
Morning MoneyBeat Asia – WSJ
U.S. Stocks Under Pressure
Morning MoneyBeat Europe – WSJ
Limited Losses After Paris Attacks
Morning MoneyBeat US – WSJ
Investors Brace For Busiest Week of Retail Earnings
Danske Daily – Danske Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Broad USD gains, weaker equities, focus on inflation * Japan re-entering recession * US yields head lower * USD advances to continue to weigh on commodity prices
Morning Markets – TF
This will be a difficult week for markets as the outrage in Paris casts a deep shadow and leads most probably to some retrenchment, albeit temporarily.
Daily FX Comment – Marc Chandler
Euro Slips, but Markets Take Developments in Stride
Daily Shot – TF
Markets are getting to grips with the impact of the deadly terror attacks in Paris on Friday, with increased risk seen lifting gold and oil prices, while French business sentiment, tourism and consumer spending are likely to suffer in the near term.
Daily Press Summary – Open Europe
EU borders and refugee policy in the spotlight following Paris terror attacks * Handelsbatt: Brexit poses the biggest threat to EU’s long-term prosperity * New CBI Director-General: Most of our members want to be in a reformed EU but we will listen to and respect the views of those who take different view * EU institutions reach agreement for 2016 EU budget spending * EU and Australia to start free trade negotiations in 2017
Brussels Playbook – Politico
Politics in Paris — Belgian radicals’ den
US Open – ZH
Stocks Jump On Hope For More Central Bank Intervention After Japan's Quintuple Recession, Syrian Strikes
Frontrunning – ZH
FX Update – TF
The USD failed on both fronts last week – failed to confirm recent strength and failed to fall apart. So the bulls’ wait for confirmation continues. Meanwhile, anticipation of Bank of Japan policy moves grows after another negative GDP print.
From the Floor – TF
As shocked Europeans try to come to terms with the horrors of Friday's terror attacks in Paris and global leaders intensify their efforts to devise policy responses, investors around the world are seeking out safe haven shelters including gold, oil and bonds. But the risk-off swing has been relatively mild though sectors such as travel and tourism have seen very sharp falls.
Aamukatsaus – Nordea
USA:n inflaatio osoittaa ensimmäisiä kiihtymisen merkkejä * Suomen talous kääntyi jälleen alamäkeen vuoden kolmannella neljänneksellä * Euroalueen kasvu hidastui * Alkava viikko on datajulkaisujen osalta hiljainen
Hallituksen taloustavoitteet uhkaavat vanheta tuoreeltaan – TalSa
Suomen ensi vuoden kasvu on ennusteiden valossa arvoitus. Uhka EU-säännösten rikkomisesta on Valtiontalouden tarkastusviraston mukaan suuri.