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Tuesday, November 17

16th Nov - Post-Paris Europe

Previously on MoreLiver’s:

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Wolfgang Münchau: Italy’s economic recovery is not what it seemsFT
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 lateFrances Coppola

Germany: Testing times for the ruling coalitionDB 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 problemECB

Yves Mersch : A currency beyond the nation state: The euro and its institutional challenges aheadECB

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 timesNordea
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 UpdateDanske Bank
The final leg of the USD rally

Yield Forecast UpdateDanske Bank
Central banks set the direction for 2016 in December

Morning MoneyBeat AsiaWSJ
U.S. Stocks Under Pressure

Morning MoneyBeat EuropeWSJ
Limited Losses After Paris Attacks

Morning MoneyBeat USWSJ
Investors Brace For Busiest Week of Retail Earnings

Danske DailyDanske Bank

Euro rates updateNordea

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 MarketsTF
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 CommentMarc Chandler
Euro Slips, but Markets Take Developments in Stride

Daily ShotTF
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 SummaryOpen 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 PlaybookPolitico
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


FX UpdateTF
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 FloorTF
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.

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 tuoreeltaanTalSa
Suomen ensi vuoden kasvu on ennusteiden valossa arvoitus. Uhka EU-säännösten rikkomisesta on Valtiontalouden tarkastusviraston mukaan suuri.