Previously on MoreLiver’s:
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Nicolas Sarkozy’s National Front dilemma – Politico
Whether he goes harder to the right or more to the center, the former president will have a tough time gaining ground.
France fears Brexit debate will boost Le Pen – Politico
David Cameron wants benefit restrictions and an end to ‘ever closer union.’ So does the National Front
Euro area: investment to contribute to a more sustainable recovery in 2016 – Pictet
Addressing Economic Populism in Europe – CFR
Stability bonds for the Eurozone – vox
The Future's so Bright... – Bill Mc Bride
What Should You Expect After Flat Years in US Markets ? – Big Picture
Labour markets finally gotten close to where Yellen wants them – WSJ
Fed's theoretical thinking & importance of neutral real interest rate – Danske Bank
Shocked in 2016 – FT
Analysts React to Oil’s Fall: Current Prices ‘Fundamentally Unsustainable’ - WSJ
New Economic Outlook – Nordea
New outlook for the Nordics * Challenges for the global economy * Impact of the refugee influx in Europe * Outlook for the oil price * How the German economy is coping with slowing world trade
Morning MoneyBeat Asia – WSJ
U.S. Stocks Falter Again as Oil Slumps
Morning MoneyBeat Europe – WSJ
Commodities Weigh on Stocks
Morning MoneyBeat US – WSJ
With Oil Sliding, Stocks Come Under Pressure
Danske Daily – Danske Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Bond yields and equities lower, EUR up * Nordea Economic Outlook out today at 9 CET * Long yields plummet on El Niño and abandoned OPEC targets * NOK takes a beating with NOK/SEK at 23-year low
Morning Markets – TF
The collapse in commodity prices continues with Brent crude leading the charge with a landmark dip below $40/barrel – the lowest level seen since 2009. The weakness in oil combined with US rate hike plans and last night's ultra-dovish Bank of Canada statement spells trouble for the loonie.
Daily FX Comment – Marc Chandler
Dollar Bloc Remains Soft, but Euro, Sterling and Yen Firm
Daily Shot – TF
Things got exciting in the financial markets when Brent crude futures dropped below $40/barrel for the first time since early 2009. Energy-related currencies have been beaten and oil is now the key driver behind high-yield bond credit and equity markets.
Daily Press Summary – Open Europe
EU considering emergency brake for EU migration to the UK * Schäuble: Germany ready to take Eurozone joint deposit guarantee scheme to court * Sarkozy: Voting Front National “is not immoral” or “anti-republican” * Ten states reach outline agreement on financial transactions tax as Osborne warns he will take it to court if it impacts the UK * Brussels plans visa-free travel for Ukraine and Georgia from 2016 * German Cabinet agrees ‘aslyum ID’ as AfD polling on 16% in East Germany
Brussels Playbook – Politico
The copyright stuff — Brexit and Le Pen — Europe by numbers
US Open – ZH
Global Stocks Slump As Mining Rout Accelerates, Concerns Grow About Chinese "Stealth Devaluation"
Frontrunning – ZH
FX Update – TF
A risk-off tone across markets together with the rout in key commodity prices has the euro back on the bid and the single currency has been joined by the usual suspect in times of turmoil: a stronger yen. Tonight we should see a strong reaction to the RBNZ meeting as the market is near evenly divided on the prospects for a rate cut.
From the Floor – TF
Brent may have forced its head back above $40/barrel but it is treading water. As for WTI the outlook is looking distinctly sticky.
Aamukatsaus – Nordea
OPEC pilaa Venäjän keskuspankin suunnitelmat * Nordea Economic Outlook julkaistaan tänään * Ruotsin inflaatio-odotukset valottavat rahapolitiikan suuntaa * Inflaatio kiihtyi Kiinassa
EKP ei todellakaan ollut liian löysä – Roger Wessman
Economic Outlook: Sairas mies tarvitsee elintaparemontin – Nordea
Suomen ensi vuotta koskevan ennusteen olemme pitäneet ennallaan, kun taas vuoden 2017 kasvuarviota olemme hieman nostaneet. Talouskehityksen ero Suomen ja muun läntisen maailman välillä on hätkähdyttävä, ja se näyttää vain kasvavan.
Kilpailukykypaketti ja työllisyys – Akateeminen talousblogi