Follow ‘MoreLiver’ on Twitter
UNITED STATES
A comprehensive tax
reform with a border adjustment corporate tax could achieve Trump's goal of creating
US jobs without tariff walls. But if the proposal is dropped, Trump might
eventually turn to tariffs as an alternative way to reach the goal.
Trump addresses business conflicts, says Russia likely behind hacking – Politico
Trump Slams Russia Report as He Unveils Business Exit Plan – BB
Drug Stocks Plunge as
Trump Threatens to Force Price Bidding – BB
Global growth would be boosted by corporate, personal taxes * World
economy grew at slowest pace last year since crisis
Cloudy with a chance of meatballs. 2017 has started with a slightly
cautious tone. While there are plenty of sources of uncertainty on the horizon,
we expect to see a gradual rise in bond yields, the EUR/USD and oil prices.
Our global scenario remains largely intact; developed markets will continue
to perform despite various uncertainties. We keep most of our forecasts
unchanged, but adjust the SEK forecast to be in line with our view of further
krona strength.
Markets Wrap: Trump’s
Few Stimulus Details Roil Stocks, Dollar – BB
REGULARS
Focus on Trump * 30Y Dutch bond
performed amid tap * GBP continued to slide
Europe's main equity indices are
expected to open mildly lower today taking their lead from a soft Wall Street
and a narrowly mixed Asian session. Once again it's the Trump factor that's
holding things back as a sense of nervous unease pervades markets
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Dollar comes back bid
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
Turkish lira drag * Big oil * Bond
bull market end * Markets rise * Trump denial
10 things you need to know before the opening bell – BI
US Open – ZH
Dollar Rises Before Trump Press
Conference; Futures Flat, Turkish Lira Plunges
Frontrunning
– ZH
The major currencies are in a
nervous holding pattern ahead of today’s press conference with US
president-elect Donald Trump which could see pre-announcement of policy intents
that will arrive with the beginning of his administration in nine days.
FINNISH
Trump avaa pelin * Julkaisimme uudet korko- ja
valuuttaennusteemme * Isossa-Britanniassa teollisuustuotanto on kasvussa
marraskuun laskun jälkeen * Turkin liira ennätysmatalalla