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Tuesday, November 29

29th Nov - Good data, Italy worries

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Exchange Rate Regimes in Central, Eastern and Southeastern Europe IMF

Eurozone Businesses, Consumers More Upbeat – WSJ
Euro-Area Confidence Rises – BB

Italian referendum: Mapping the uncertainty – Nordea
Italian referendum: What and what next? – Open Europe
Renzi's referendum risks rocking Rome Treaty – TF

Ben Bernanke: Fed economic projections: What are they good for?Brookings

Yankee banks, corporate taxes and the Fed’s impossible trinityFT

US Q3 GDP Revised Higher To 3.2%, Beating Expectations – ZH
Q3 GDP Revised Up to 3.2% Annual Rate – Bill McBride
Q3 Growth Revised Upward on Consumer Spending – BB
Consumers, exports power Q3 economic growth – Reuters
Some Thoughts on Q3 US GDP – Marc Chandler

From Peak Oil to Peak Oil Demand in Just Nine YearsView / BB

The Equity Risk Premium Norges Bank

Emanuel Derman: A Stylized History of Quantitative Finance – Ritholz

The Man Who Invented the World’s Most Important NumberBB
When Minos Zombanakis devised Libor—the London interbank offered rate—half a century ago, he had no way of knowing it would star in one of history’s greatest financial scandals.

Danske Daily Danske Bank

Caution ahead of news from OPEC, the US and Italy later this week * Swedish Q3 GDP – today’s highlight * Schatz yield at all-time low, Schatz-spread at all-time high * EUR weaker as Draghi says Euro is “a half-built house”

Morning Markets: Italian banks spark contagion fearTF
Markets took one look at an abyss labelled Italy Monday and did not like it one bit as the threat of contagion through the European banking sector reared its head with five days to go to the vote on constitutional reform. Elsewhere oil rallied again as fresh optimism swept through the market 24 hours before Opec meets in Vienna.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Dollar Comes Back Mostly Firmer, but Focus is Elsewhere

Daily Market CommentMacro Man
Stocks for the long run

Daily Press Summary Open Europe

Brussels Playbook Politico

Five Things You Need to Know to Start Your DayBB
Oil split * Brexit strategy * Trump warning * Markets slip * Big week of data

US Open ZH
Global Stocks Pressured As Oil Slides On OPEC Deal Concerns; US Futures, Dollar Rise

Frontrunning ZH

FX UpdateTF
The US dollar survived a brief test of its recent strength to start the week. Now the USD bulls will need to keep the momentum up if we’re to avoid slipping back into a period of range trading. The risk associated with this weekend’s Italian referendum is a key stumbling block for timing EURUSD trades.

Saksasta suuntaa euroalueen inflaatio-odotuksille * Suomalaisten kuluttajien luottamus vahvinta yli viiteen vuoteen * Saksan 2 vuoden korko ennätysmatalalla * Ruotsin taloudessa heikkoa kasvua