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EUROPE
Mario Draghi Speech to European Parliament – ECB
Day of Reckoning Strikes Europe’s Balance-Sheet
Basket Cases – BB
Firms with highest debt
ratios are slumping this month * Prospects of imminent Fed rate hike weigh on
the shares
ITALY
Interview Italy’s Five Star’s Bebbe Grillo – Euronews
Italy’s referendum holds the key to the future
of the euro – FT
On December 5, Europe
could wake up to an immediate threat of disintegration
Italy’s Looming Referendum Risk Splits Southern Europe’s
Bond Markets – WSJ
UNITED STATES
Olivier Blanchard: What
Size Fiscal Deficits for the United States? – PIIE
TRUMP
Trump’s economic advisor explains upcoming policy – ZH
Trump’s economic advisor explains upcoming policy – ZH
What Will Trump Do on Economic Policy? – WSJ
Citi on what will happen to "Trump repatriation" cash – ZH
Noah Smith: Even Trump Is a
Keynesian – View / BB
Steve Bannon and the Last Crusade – Noah Smith
In Trump Versus China, Everyone Can Win – BB
OTHER
Macro Monday: It's
destination parity for EURUSD – TF
The Eurozone's structural issues persist and with a US regime about to
change and generally low negative sentiment towards EURUSD there's only one outcome
- the USD and the EUR are looking likely to reach parity.
BofA: How to trade the year
of “peak everything, big rotations” – ZH
MEDALLION
Inside a Moneymaking Machine Like No Other – BB
Inside a Moneymaking Machine Like No Other – BB
The Medallion Fund, an employees-only offering for the quants at
Renaissance Technologies, is the blackest box in all of finance
Matt Levine:
Renaissance's Skill and Facebook's Buyback – View / BB
REGULARS
Danske Daily – Danske
Bank
Eye-Opener
– Nordea
Dovish Draghi, stronger USD, OPEC
expectations * Euro area on ECB support in the coming years * Euro area yields
went lower as investors may start to question the sell-off * Dollar continues
its rally. Traded below 1.06 on Friday
Morning Markets
– TF
The US dollar is continuing its
dizzying ascent against a broad range of currencies and looks to stretch its
winning streak to an 11th consecutive session. Despite the strong greenback oil
is higher on renewed hopes of a production cutting deal while the British pound
has firmed as traders eye a key Brexit speech by PM Theresa May this morning.
Daily Market Comment
– Marc
Chandler
Flattish Consolidation Hides Dollar
Strength
Daily Market Comment
– Macro
Man
Au revoir, Sarko
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
US Open – ZH
Trumpflation Takes A Breather As
Global Stocks Rise, Oil Jumps On Renewed OPEC "Deal Optimism"
Frontrunning –
ZH
FX Update –
TF
It is the week of the Thanksgiving
holiday in the US possibly meaning a consolidation or at least a pause in the
brutal US dollar rally seen after mid-week.
FINNISH
Aamukatsaus – Nordea
Euroopan kohtuullinen kasvu saa jatkoa * Saksan korot
laskivat perjantaina * Draghin perjantaina Frankfurtissa pitämä puhe oli
odotetusti kyyhkymäinen * EKP:n pääjohtaja Draghi on Euroopan parlamentin
kuultavana
Kauppa on
kuolemaksi – Pertti Haaparanta
Selvitys: Euro
on myrkkyä osakemarkkinoille – KL
Euro on ollut Euroopan osakemarkkinoille todellista
myrkkyä, selviää LähiTapiolan tuoreeesta selvityksestä.