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Wednesday, November 9

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





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EUROPE
Europe’s next big ‘Trump moments’ – Politico

Italy’s Next in the Crosshairs for Anti-Establishment Wave – BB

UNITED STATES
  PRESIDENTIAL ELECTIONS 
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


REGULARS
Danske Daily – Danske Bank

Eye-Opener – Nordea
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-up – Daiwa

Daily Market Comment – Marc Chandler
Mourning in America?

Daily Market Comment – Macro Man
Brave New World

Daily Press Summary – Open Europe

Brussels Playbook – Politico

Five Things You Need to Know to Start Your Day – BB
President-Elect Trump * Dollar moves * Markets whipsaw * Commodities join the confusion   
 
US Open – ZH
Stunned Global Markets Wake Up To President Trump

Frontrunning – ZH

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.


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

Elämme vallankumouksellisia aikoja – Paavo Väyrynen

Finanssiveteraani haukkuu: ”Jengi lapsellisen väärässä” – KL

Vastuu sinne minne se kuuluukin – Peter Nyberg