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Wednesday, November 9

9th Nov - A V-day on Trump's win

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Europe’s next big ‘Trump moments’ Politico

Italy’s Next in the Crosshairs for Anti-Establishment WaveBB

The US election, the day after (webinar recording) – Nordea
Trump wins White House – Nordea
Paul Krugman: The Economic Fallout – NYT
Stephen Pope: Triumphant Trump faces big economic challenges – TF
Trump wins: will America be great again? – ABN AMRO

Europe reacts to Trump’s victory – Open Europe
Off the Lows ™ - Josh Brown
Victorious Donald Trump Is the Devil Wall Street Doesn’t Know – BB
What A Trump Victory Really Means For The Market – ZH
Trump’s Stunning Win Upends U.S. Economic Forecasts – WSJ

Trump and the Markets: What You Need to Know Now – WSJ
Goldman: Trump's Victory Will Have Little Impact On The Market – ZH
What does Trump mean for China? – Danske Bank
Economists React to Trump’s Win: ‘Volatility Should Remain High’ – WSJ
“Make America Keynesian Again” – Lars Christensen

The Trump we want vs the Trump we get – FT
The day after the night before – Macro Man

Danske DailyDanske Bank

President Trump prompts sharp market reactions * Trump in the lead to win the US election * Trumpening shocking markets * Equities down, bond yields down, commodity prices down, EURUSD up

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Mourning in America?

Daily Market CommentMacro Man
Brave New World

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
President-Elect Trump * Dollar moves * Markets whipsaw * Commodities join the confusion   
Stunned Global Markets Wake Up To President Trump


FX Update TF
The polls were wrong the parallels to Brexit were right and Trump will be the next president of the United States. And just as with Brexit a good portion if not all of the initial reaction may already have been absorbed quickly by the market.

Yhdysvaltain presidentti Donald Trump * Kiinan kauppaluvut jatkavat laskuaan * Republikaanit ovat jo ottaneet tarvittavan enemmistön edustajainhuoneessa * Markkinoilla merkittävää liikehdintää

Elämme vallankumouksellisia aikojaPaavo Väyrynen

Finanssiveteraani haukkuu: ”Jengi lapsellisen väärässä”KL

Vastuu sinne minne se kuuluukinPeter Nyberg