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Tuesday, November 15

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





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EUROPE
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


UNITED STATES
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


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


REGULARS
Danske DailyDanske Bank

Eye-OpenerNordea
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
Theme-atic

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

US OpenZH
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.


FINNISH
AamukatsausNordea
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