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EUROPE
January 2017 euro area
bank lending survey – ECB
Europe’s message to
Theresa May: Play by the rules — or else – Politico
May Ready to Announce
Britain Will Leave EU Single Market – BB
PM May indicates Britain will seek 'hard Brexit' in EU talks – Reuters
PM May indicates Britain will seek 'hard Brexit' in EU talks – Reuters
Britain will leave EU
single market, May says – Reuters
British PM May sets out
plans for Brexit – Reuters
Factbox: Britain's
Brexit negotiation objectives – Reuters
MPs will get a vote on
final Brexit deal – Politico
Sterling on course for best day since 2008 after May speech – Reuters
Sterling on course for best day since 2008 after May speech – Reuters
Pound Set for Best Day
Since 2008 After May’s Statement – BB
Brexit Monitor # 21 – Danske Bank
May showed the
government has a plan – Open
Europe
Editorial: Trump's Trade
Plan Is a Looming Disaster – BB
Why is Trump picking on Merkel?
– Politico
View: Trump's Rejection
of the EU Could Make It Stronger – BB
Sleuthing for Fed Dots
Hints at Yellen Plotting Three ‘17 Hikes – BB
What Fed policymakers say
about possible Trump fiscal stimulus – Brookings
OTHER
The Trump moment
The ECB bought its first bonds below the deposit rate this morning
according to Reuters. Unsurprisingly, the BuBa is reported to be the first in
line with purchases below the deposit rate. Consequently, ECB embarked on a
whole new, yet expected, path
Despite solid growth momentum last year, a clouded outlook for domestic
and external demand makes it hard to meet Abenomics’ ambitious targets. The
economy will continue to rely on monetary and fiscal stimuli while reforms
progress slowly.
IMF Research Bulletin, December 2016 – IMF
Tax capacity and growth – is there a tipping point? * US shale
revoluation and its spillover effects on the global economy * Relationship
between country finance and governance
[73 min audio] Brett Steenbarger, Trading Coach Psychologist – BB
REGULARS
May may make it or break it today -
May’s speech, Brexit concerns continue to weigh on the GBP * UK inflation * ECB
Bank Lending Survey * ECB buys below the deposit rate
Sterling rebounded from its 30-year
lows against the dollar in Asian trade this morning ahead of UK prime minister
Theresa May's landmark Brexit speech later today. According to UK media the PM
will present a 12-point "wish list" for her country's negotiations
with the EU and will also state her intention to go for a "clean
break".
Euro wrap-up
– Daiwa
Trump's Comments Send the Dollar
Reeling
Theresa May: UK doesn’t want an EU
relationship that “leaves us half-in, half-out” *
Ministers planning for work permit
and visa waiver schemes for EU citizens post-Brexit * IMF upgrades UK growth
outlook for 2017 but tempers 2018 view * City minister ‘confident’ UK can keep
euro clearing post-Brexit * Schäuble: London as a financial centre will play an
important role for Europe even after Brexit * Moscovici: The idea that Brexit
is contagious is fantasy * Head of CBI stresses risk to the UK economy of
“disorderly” Brexit * European Parliament to elect a new President as Martin
Schulz stands down * Greek Minister suggests second referendum if “irrational”
austerity is continued
Brexit details * Weakening dollar *
Saudis plan early exit * Markets slip * Davos
US Futures, Dollar Slide; Global
Stocks Drop After Trump Comments; May Speech Awaited
The US dollar weakened further
overnight after a three-day weekend in the US on no obvious catalyst as Trump’s
taking the oath of office approaches Friday. Meanwhile sterling was fairly
stable if nervous ahead of today’s speech from prime minister May.
FINNISH
Brexit - kova vai pehmeä paketti? * EKP julkaisee
pankkien viimeisimmän neljänneksen luotonantoa koskevan kyselyn * EKP osti
velkakirjoja ensimmäistä kertaa alle ohjauskoron * Ison-Britannian joulukuun
inflaation odotetaan kiihtyneen