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Friday, November 11

10th Nov -Quiet End of Week

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Public support for the euro – vox

Trump and macro – FT
Putin Knows Working With Trump Won't Be Fun – View / BB
The Economy May Be Stacked Against the “Trumpflation Trade” – WSJ

Financial forecasts November 2016 Nordea
We generally stick to our financial forecasts from early October, at least until we learn more about President Trump’s intentions. Specifically, we continue to expect a Fed rate hike in December. That said, risks to our baseline forecasts have obviously increased after the Trump win.

Shifting Trade-Weighted Exchange RatesMarc Chandler

Danske DailyDanske Bank

Global bond sell-off continues * Norges Bank has made its last cut * 7bp higher Bund yields, now at 27bp * The dollar continues to strengthen,

Morning MarketsTF
Equity markets in Asia are upbeat following a rise in the Dow Jones driven by hopes of a Trump fiscal spending boost. But that optimism is mixed with concerns over how Trump's protectionist moves could hit Asia including indirectly through measures aimed at Mexico that would hurt Asian corporations using that nation as a gateway to NAFTA markets.

Daily Market CommentMarc Chandler
Ramifications of Trump's Election Continue to Drive Markets

Daily Market CommentMacro Man

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Central Banks Intervene, Scramble To Halt Emerging Market "Carnage"; Futures Slide


FX UpdateTF
US dollar strength broadened notably yesterday and EM currencies have been thrown under the bus on the toxic combination of a strong US dollar and higher US interest rates. Today is a US bank holiday so we may see some consolidation but the dramatic reassessment of market conditions may continue through year end.

Trumpin voitto kiihdyttää inflaatiopelkoja * USA:ssa lainamarkkinat kiinni * USA:n markkinoilla riskisentimentin nousua * Inflaatio ja hyvät talousluvut tukevat Ison-Britannian puntaa

Trumpilaisen velkaelvytyksen vaikutuksista – Roger Wessman 
Syyttäjät makutuomareina – Jukka Hankamäki