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Tuesday, November 22

22nd Nov - "Holiday week" before December

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Brexit May Save European Growth After AllView / BB
Europe's project for "ever closer union" may harm competition and growth rather than enhance it.

Populism Doesn't Mean the EU Will Fall ApartView / BB

Leonid Bershidsky: Merkel's Fourth Election Will Be Her ToughestView / BB

ECB: hawks and doves pre-positionABN AMRO
The dovish members of the Council clearly outnumber the hawkish members of the Council and will likely push through an extension of monetary stimulus

Currency Vigilantes Ready to Strike Again as Italian Vote Looms BB
Traders see euro, not bonds, as best way to play referendum * Politics is the ‘new economics’ for currency markets: HSBC

No 'Italexit' in the case of a 'No' in the referendum – Danske Bank

Watch Italy’s referendum for potential banking problems – Europp

Bankers Ridiculed by Trump Are Already Embracing His Future Regime – BB
Markets Would Struggle to Digest Corporate Tax Reform – View / BB

Fed Minutes Seen Setting Up December Even Before Election Bump – BB
Fed Hike Is Certainty for Bond Traders as Market Odds Reach 100% - BB

Global Macro Outlook: The brave new world of 2017 and 2018ABN AMRO

'Trader Tantrump' Sparks EM Bond Outflows As Dollar SoarsZH

Big Data Is a Big Mess for Hedge Funds Hunting for Trade Signals BB
Citadel, Winton Capital move to exploit new data sources * Humans created huge amount of ‘low-grade data,’ says one quant

IMF Concludes Article IV Consultation with Mexico – IMF
Mexico: 2016 Article IV Consultation--Staff Report – IMF
Mexico: Selected Issues – IMF
Mexico: Financial System Stability Assessment – IMF

Danske DailyDanske Bank

Oil up, yields lower, USD weaker * Dovish comments from Draghi will send yields lower today * Safe haven currencies not so safe haven with USD, EUR and JPY weakening * Oil buoyed as markets bets on an OPEC deal

Morning MarketsTF
Increased confidence that oil producers will agree to reduce production just over a week from now is fizzling through financial markets sending the fuel itself to a 3-week high and boosting other commodities and equities during Asian trading.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Bonds and Stocks Rally, Leaving Greenback to Meander

Daily Market CommentMacro Man
Musings on a correction

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
Hot metals * Oil surge * Trump's first days * Markets rise * Fed certainty

S&P Set To Open At All Time High, Boosted By Rising Crude On More "OPEC Deal Optimism"


FX Update TF
The USD rally has paused for breath to start the week as the counter-trend action has been too shallow so far to call this a consolidation. Traders are mulling whether the greenback can maintain a head of steam as the US heads off for a holiday on Thursday.

Draghi jättää oven auki mahdolliselle lisäelvytykselle * Dollarin nousu taittui * Ruotsin kruunu vahvistui Riksbankin varapuheenjohtajan inflaatiokommenteista * Suomen työttömyysasteen trendi lasku-uralla

Kansanäänestys ei ratkaise Italian kohtaloaRoger Wessman