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EUROPE
GERMAN
STATE ELECTIONS
Federal state elections
threaten German shakeup – TF
Germany’s state
elections to put Merkel to the test – TF
MIGRANT
CRISIS
EUROPEAN
CENTRAL BANK
Too Much Information,
Mr. Draghi – View / BB
The Germans React To
Draghi's Monetary "Tidal Wave" – ZH
The ECB Bazooka,
Analysed – WSJ
Why the ECB’s Big Guns
Can’t Win This War – WSJ
ECB - It's impressive – Polemic’s
Pains
ECB delivers broad
stimulus but may need to do more – ABN
AMRO
EUR: same same but different – Nordea
Is Draghi’s forward
guidance just wishful thinking? – TF
ECB's easing package and
markets zig-zag – Danske
Bank
ECB delivers a
bigger-than-expected package to support bank lending – Pictet
Winners and losers of Draghi's
Coming Corporate Bond Purchases – ZH
ECB stimulus targets
eurozone companies – FT
Whatever it Takes Cannot
be in Frankfurt – Francesco
Saraceno
Three “morning after”
reactions to ECB – ZH
ECB Provides More Pain
for the Euro Dollar Parity Trade – WSJ
Why Euro-Area Inflation
Will Be Low for Years, According to Draghi – BB
New-leaf ECB exceeds
expectations, upsets investors – TF
George Magnus: Is the
ECB’s arsenal now bare? – Prospect
UNITED STATES
Scenarios for the US economy and Fed policy – ABN
AMRO
REGULARS
Danske Daily – Danske
Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Draghi sends EUR and bond yields up,
European equities down * Draghi delivers but moves away from ”no limits” * ECB
December déjà vu – money market forward rates up * EUR/USD up as Draghi is
“done” for now with rates
Morning Markets – TF
Equities headed lower on Asian
markets from the start of trading over disappointment that the ECB has
signalled an end to its interest rate cuts. EURUSD ripped past 1.12 before
running out of momentum as markets digest the fallout.
Daily Market Comment –
Marc
Chandler
Dollar Recovers Against the Euro and
Yen
Daily Market Comment
– Macro Man
The aftermath
Daily Shot – TF
The ECB yesterday send
markets first up and then down. It looks as if Mario Draghi's bazzoka misfired.
Still interesting times ahead.
Matt Levine’s Money Stuff
– View / BB
Daily Press Summary – Open
Europe
New report warns that
hospitality, manufacturing and construction sectors could be hit hardest by
Brexit * ECB unveils bigger than expected stimulus package, but market
enthusiasm is short-lived * EU Interior ministers attempt to hammer out details
of EU-Turkey migrant deal * Obama hits out at British and French “free riders”
* A third of Germans could imagine voting for AfD * France says EU-US free
trade agreement without ‘arbitration court’ is a deal breaker
Brussels Playbook – Politico
ECB aftermath — OLAF
chief’s immunity lifted
US Open – ZH
Global Markets Surge After Traders
"Reassess" ECB Stimulus
Frontrunning – ZH
The euro is rallying
perhaps mostly on perception that ECB head Mario Draghi has surrendered in the
global currency wars on guidance suggesting the end of rate cuts. But will the
fallout from yesterday support an extension of the euro rally?
After yesterday's severe
steps by the European Central Bank fixed income is in focus and saw tremendous
moves. Will the ECB soon also buy high yield bonds?
FINLAND & FINNISH
EKP:n
taistelu jatkuu * EURUSD teki EKP:n lehdistötilaisuuden aikana täyskäännöksen *
Valtionlainakorot lähtivät nousuun
Draghin puheen aikana * Markkinoilla luvassa EKP:n kokouksen viestin sulattelua
“Suomen malli”
työmarkkinoihin – miksi? – Paul
Jonker-Hoffrén
Väyrynen: Suomen on
leikattava palkkoja – keinona markka ja devalvaatio – TE