Previously on MoreLiver’s:
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Paul Krugman: Europe the Unready - NYT
Paul Krugman: Iceland, Ireland, and Devaluation Denial – NYT
Why Italy's turnaround will eventually hit the wall – TF
ECB Preview: Time to fulfil the high expectations – Danske Bank
Morning MoneyBeat Europe – WSJ
Stocks Dragged Lower by China’s Weakness
Morning MoneyBeat US – WSJ
Did Christmas Come Early for Retailers?
Danske Daily – Danske Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Good and bad news out of Japan; EUR rates unchanged on the week despite all the news; USD stays strong * Swedish trade disappointment * Yields lower and still digesting latest two-tier penalty bank charge * USD stronger with Thanksgiving keeping market activity low
Morning Markets – TF
With the Black Friday shopping spree and the Thanksgiving holiday hangover curbing activity today was expected to be an uneventful trading session. However China's surprise investigation overnight of a raft of brokerages for violating securities rules has triggered carnage across Asian bourses and raised the possibility that the rot will spread to Europe too.
Daily FX Comment – Marc Chandler
Dollar Rides High into Month-End
Daily Press Summary – Open Europe
Dijsselbloem says ‘mini-Schengen’ may be only option, while Rutte warns of EU collapse without border controls * Dutch PM: UK’s EU membership “is vital” for the Netherlands
Brussels Playbook – Politico
Candle scandal — Brexit scoop — Paris essentials
US Open – ZH
China Plunges Most In Three Months, Pushing "Black Friday" Into The Red For Global Stocks
Frontrunning – ZH
FX Update – TF
Next week's onslaught of event risks has traders in a dither - wondering what is priced in where the risks are from positioning and whether it is more clever to wait until the other side of the ECB meeting before trading the euro. Or is the biggest risk for those sitting on their hands?
From the Floor – TF
A selloff in Shanghai has spooked markets as anti-corruption efforts wend their way through the city's brokerages. meanwhile the potential return of large-scale Libyan oil is weighing on crude.
Aamukatsaus – Nordea
Riksbank joutuu ahtaalle * Ruotsin vähittäismyynti jatkaa vahvana, Suomessa kehitys päinvastaista * RUB on saanut niskaansa geopoliittisia riskejä * Odotukset EKP:n lisäelvytyksestä painoivat EURUSD:ta