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Tuesday, November 15

15th Nov - After Trump, back to Europe and Fed

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Highlights from the 1st ECB Annual Research Conference – vox

New book on long-term unemployment – vox
Link to the book – vox

Italy, seven others under EU budget hammer – Politico

The Italian Job – Marc Chandler

U.K. Inflation Unexpectedly Slows as Carney Prepares to Testify – BB

Germany: Slow growth in Q3, a bit more more expected going forward – Nordea
German Cooling, Italy Rebound Keep Euro-Area Growth at 0.3% - BB

Ray Dalio Is Bullish on Trump Presidency, Bearish on Bonds – BB

Trump poses problems for the Fed – TF
The Next Debate at the Fed Will Be About the 'Monetary Offset' – BB
Wages Climb Higher, Faster – Macro Blog

Oil Rebounds From 8-Week Low as OPEC Said to Work to Secure Deal – BB

Danske DailyDanske Bank

The selloff comes to a halt, watch out for Nordic data * European GDP data and Swedish inflation * The UST selloff comes to a halt. 10Y spread between Italy Spain peaking * USD stronger, the Mexican Peso stabilizes

Morning MarketsTF
Equities lost ground across Asia today in a sign that the post-Trump surge is running out of momentum. In commodities crude has rebounded and there are concerns that copper may have been overbought following a sharp rise in prices on hopes on a post-Trump infrastructure splurge.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Investors Catch Breath, Markets Consolidate

Daily Market CommentMacro Man

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
Bonds find a bid * Mixed euro-area growth * Commodity reversal * Markets mixed * U.K. inflation, Carney testimony

Bond Rout Ends As Trump "Reflation Rally" Fizzles Sending Dollar Lower; Iron Ore Plunges

Frontrunning ZH

FX UpdateTF
The USD rally extended a bit yesterday but finally took a breather overnight and this morning. The rally has extended far enough that the greenback can afford some consolidation without threatening its bullish credentials.

Japanin 10-vuoden korko nousi nollan yläpuolelle * Suomen inflaatio on hiljalleen kiihtymässä * USA:n vähittäismyynnin odotetaan kasvaneen vahvasti * Euroalueen BKT:n kasvu on kiihtynyt vuoden toisella puoliskolla

Tehoton pankkisektori EKP:n jarruna – Nordea