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Friday, November 27

27th Nov - Europe's sentiment keeps improving

Previously on MoreLiver’s:

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Paul Krugman: Europe the Unready - NYT

Paul Krugman: Iceland, Ireland, and Devaluation DenialNYT

Why Italy's turnaround will eventually hit the wallTF

ECB Preview: Time to fulfil the high expectationsDanske Bank

Morning MoneyBeat EuropeWSJ
Stocks Dragged Lower by China’s Weakness

Morning MoneyBeat USWSJ
Did Christmas Come Early for Retailers?

Danske DailyDanske Bank

Euro rates updateNordea

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 MarketsTF
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 CommentMarc Chandler
Dollar Rides High into Month-End

Daily Press SummaryOpen 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 PlaybookPolitico
Candle scandal — Brexit scoop — Paris essentials

China Plunges Most In Three Months, Pushing "Black Friday" Into The Red For Global Stocks


FX UpdateTF
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 FloorTF
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.

Riksbank joutuu ahtaalle * Ruotsin vähittäismyynti jatkaa vahvana, Suomessa kehitys päinvastaista * RUB on saanut niskaansa geopoliittisia riskejä * Odotukset EKP:n lisäelvytyksestä painoivat EURUSD:ta