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Wednesday, November 23

23rd Nov - Good data

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For Refugees, No German Doesn’t Mean No Chance BB
A new survey finds patchy educational attainment but a basic identification with German values

U.K. Cuts 2017 Growth Forecast and Plans to Increase Borrowing – BB
5 takeaways from the UK’s Autumn Statement – Politico
Hammond bets on project spending to offset slowing growth – FT

Carmen Reinhart: Fleeing from ItalyProject Syndicate
In Italy’s December 4 referendum, voters will approve or reject the country’s most extensive constitutional reforms since the monarchy was abolished at the end of World War II. But the vote also amounts to a broader choice about continued eurozone membership – a decision made more urgent by accelerating capital flight.

To Understand Europe’s Political Tremors, Take a Look at ItalyBB
A Dec. 4 vote gives a foretaste of ballots across the region.

Mark Gilbert: Bond Market Is Right to Worry About Italian VoteView / BB

PMIs: stable growth and somewhat higher inflation pressure in the pipeline – Nordea
Euro zone business grows at fastest rate this year in November – Reuters
Euro-Area Growth Gathers Pace as Orders and Prices Rise – BB
Signs of higher growth and inflation in the euro area – Pictet
Flash France Composite PMI – Markit
Flash Germany Composite PMI – Markit
Flash Eurozone Composite PMI – Markit

U.S. factory, confidence data brighten economic outlook – Reuters
US Manufacturing PMI Rebounds To 13 Month Highs – ZH
U.S. consumer sentiment at six-month high after U.S. election: UMich – Reuters
Consumer Sentiment in U.S. Jumps After Trump Election Victory – BB
US data review – Daiwa

El-Erian: Central Bankers Hope Trump Eases Their BurdenView / BB

Investors Have Hit the Pause Button on a Number of 'Trump Trades'BB

Helicopter Money Has Arrived... And Nobody Noticed: Here's WhyZH

Danske DailyDanske Bank

Euro area bonds rally * Norwegian oil investment survey for 2017 important for Norges Bank * Bobl goes below -0.4% triggering bond rally * The GBP hit by autumn budget and MEP comments,

Morning MarketsTF
Equity markets continue to soar on expectations of massive public spending from Trump but given his desire to rein in the Fed's balance sheet are they going too far too fast?

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Dollar Sees Flat Consolidation while the Equity Advance Fizzles in Europe

Daily Market CommentMacro Man
One small observation before driving off

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
OPEC deal or no deal * PMI day * BoE Autumn statement * Market rally fading

US Open ZH
Futures Flirt With Records As Asian Stocks Rise; Commodities, Dollar Take A Breather


FX UpdateTF
Currencies have gone quiet for the most part and are trying to hibernate until next week as most of the US is off for a four-day weekend but let’s see if USD bulls are patient enough to wait that long...

Euroalueen korkoerot leventyvät * EURGBP on palautunut osin maanantain pudotuksesta * Päivän tärkein julkistus ovat euroalueen marraskuun ostopäällikköindeksit * USA:ssa julkistetaan Fedin kokouspöytäkirja