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Monday, November 7

7th Nov - Election week begins

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SME financing in Europe - Banks and capital market alternatives Deutsche Bank

Indigestion from the British BrexitMarc Chandler

Dismal Campaign Presages a Crisis of Government – View / BB
El-Erian: How Markets Will React to the U.S. Elections – View / BB
Investors comment – BB
Election Update – Nordea
Don’t worry about short-term market reactions – BB
What to Watch With One Day to Go – BB
Analysts seem to have resisted writing awful election notes – FT

Perspectives November 2016Pictet
Lacklustre growth means new approaches to monetary policy are coming to the fore along with fiscal measures

Macro Monday: It's a toss-up but Trump has the tacit vote TF
Most of the polls and pundits believe it's probably a shoe-in for Hillary Clinton but there are plenty of emotional and gut-related reasons why Trump could still win this election. Here among many other things this week are the likely outcomes for assets should one or the other win

FX: fear is in the airNordea
While the US election is a risk, this time the Markets have been much more cautious than ahead of Brexit. Yet the global macro momentum is better, and China is the big part of the story. Is declining China FX reserves reason to worry?

Danske DailyDanske Bank

US election dominated the US jobs report sending safe haven yields lower * US jobs report strengthened the USD, but US elections loom

Morning MarketsTF
Asian markets enjoyed a relief rally on the news that the FBI has cleared presidential candidate Hillary Clinton of any wrongdoing.

Euro wrap-up Daiwa

Daily Market Comment Marc Chandler
Dollar Stabilizing After Bounce

Daily Market CommentMacro Man
Countdown to Armageddon: a deferral

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Dow Futures Soar 240 Points, Global Stocks, Oil, Dollar Jump After FBI Clears Hillary Clinton


FX UpdateTF
The US presidential election season took another sharp turn over the weekend as FBI director Comey says Clinton will not be prosecuted. Polls suggested a jump in Clinton’s ratings and the USD bounced back from its weakness ahead of the weekend.

Vaalijännitys tiivistyy * Työllisyys kasvoi USA:ssa 161 000 työpaikalla * Tänään julkaistaan euroalueen vähittäismyynti syyskuulta * Markkinaliikkeitä hallitsee odotukset USA:n vaalituloksesta

Mikä on euron kohtalo? Vesa Kanniainen