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Wednesday, November 25

25th Nov - ECB to go very unconventional?

Previously on MoreLiver’s:

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Europe Is Kaput. Long Live Europe!Social Europe
by Slavoj Žižek, Yanis Varoufakis and Julian Assange on 25 Nov 2015

Juncker: No Schengen, no euroPolitico
Commission president tells Parliament the free-travel agreement is ‘partly comatose.’
ECB discusses two-tiered bank charges, broader bond buys – officialsReuters
Two-Tiered NIRP System May Presage Big Rate Cut ZH

ECB's Honohan says signs of results from QE but needs to continueReuters

Why the ECB isn’t happy with (rising) core inflation BB

Financial Stability ReviewECB
FSR Press release: Risks from outside euro area riseECB
Euro area financial system resilient to occasional bouts of financial market volatility * Possibility of an abrupt increase of risk premia at global level has become more pronounced * Balance sheet repair continues in banking sector amid rapid expansion in non-bank sector * Sovereign and private sector debt remains high in several euro area countries

Global View: Cautious optimism warrantedABN AMRO
The global economy should grow a little faster in 2016 and 2017 than in 2015. Key to that view is that advanced economies maintain their growth momentum, while emerging economies will be able to cope a little better with the challenges presented to them in 2015.

Goldman says: reducing euro shortsZH

User behaviorAeon
Websites and apps are designed for compulsion, even addiction. Should the net be regulated like drugs or casinos?

Morning MoneyBeat AsiaWSJ
U.S. Stocks Dip, Then Watch the Dip Get Bought

Morning MoneyBeat EuropeWSJ
Stocks Shrug Off Turkey, Russia Tensions

Morning MoneyBeat USWSJ
Before Giving Thanks, This Is What Bulls Want

Danske DailyDanske Bank

Global DailyABN AMRO
Reports have emerged that the ECB is considering introducing a two-tier deposit rate system…it would cushion the blow to bank profits, while potentially allowing the central bank to cut rates more significantly * New left-wing minority government in Portugal darkens the outlook for government finances

Euro rates updateNordea

Turkey-Russia incident weighs on risk sentiment * Ifo signals strong German economy * Bund lower on safe haven flows * EUR and USD weaker on Turkish skirmish

Morning MarketsTF
Russia's standoff with key Nato member Turkey after yesterday's downing of a Russian fighter jet has put markets on the defensive as the war of words between Moscow and Ankara cranks up.

Daily FX CommentMarc Chandler
Euro Bears Aren't Hibernating

Daily ShotTF
International tensions escalated after Turkey shot down a Russian jet, with the Turkish lira falling and Turkish bond yields rising. Crude oil and gold prices rose in response to the worries. And elsewhere, the chances of a US interest rate hike in December are now seen at 74%, the futures market shows.

Daily Press SummaryOpen Europe
Time running out for a December deal on Britain’s EU renegotiation demands * French PM warns that Europe cannot take any more refugees as Sweden tightens asylum rules * “Differentiated integration” should be on EU agenda, Dutch government’s advisory body says * New poll: Front National would win first round of upcoming French regional elections * Polish government’s decision to remove EU flag from weekly press conferences sparks controversy * Portuguese Socialist leader is appointed new PM * European Commission unveils plan for common deposit insurance scheme * European banks still holding €1 trillion of bad loans, new figures show

Brussels PlaybookPolitico
Turkey missile row — Paris and Brussels latest

US Open ZH
Global Stocks Rebound As Geopolitical Tensions Subside; Europe Surges On Report Of More ECB Easing


FX UpdateTF
Today’s October PCE inflation data will likely set the tone for the US dollar in the quiet period until next Wednesday’s speech from Fed chief Janet Yellen. The USD is looking wobbly against the commodity currencies and the yen heading into this data.

From the FloorTF
Markets are largely shrugging off the geopolitical impact of yesterday's Russo-Turkish skirmish as a sudden rally in crude oil wakes up energy and commodity bulls.

Viime kuukausien työllisyysluvut ovat epäilyttäviä * Geopoliittiset riskit jälleen esillä * Saksan talouselämän luottamus kohentui selvästi * Etelä-Afrikan talous jatkaa vastatuulessa

Eurotie on yksinäinenKL
Jäsenyys eurossa on Suomelle kasvava riski.

Julkinen sana: Erkki Liikanen - Euron herttua Yle Areena
Emeritus päätoimittaja Hannu Leinonen ja Juha Kulmanen keskustelevat Leinosen uudesta kirjasta.