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Thursday, January 26

26th Jan - Quiet

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ECB’s Lautenschläger: The test of progress - Europe, the euro and the future – BIS
UK GDP beats expectations in fourth quarter of 2016 – Politico
Tim Worstall: Brexit Recession - Growth 0.6%, Best In Developed World – Forbes
Britain Was The Fastest Growing Developed Economy In 2016 – ZH
U.K. Brexit Boom Still Sees Economy Plagued by Old Problems – BB

What Did NAFTA Really Do?Economist’s View

Ben Bernanke: Shrinking the Fed’s balance sheet Brookings
Why Bernanke Thinks The Fed Shouldn't Shrink Its Balance Sheet – ZH

Krugman: Reagan, Trump, and Manufacturing –
Tim Worstall: Krugman's ‘Trumpism Will Be Like Reaganism’ – Forbes
Trump Poised to Deliver on ‘Extreme Vetting’ Pledge for Refugees –
El-Erian: Trump's Economic Approach Starts to Take ShapeBB
Trump moves ahead with wall, immigration, security policy – Reuters

Earnings Repeat Role as Market Elixir as Results Fan Stocks Anew – BB 
Deutsche Warns Global Economy About To Roll Over, Says "Sell" – ZH
What is “long-term debt sustainability” or “kestävyysvaje” all about? Jussi Lindgren 
Dow 20,000 Is Here: What Professional Investors Say Comes Next – ZH
Are Interest Rates No Longer Driving the Dollar? – Marc Chandler 
Top Economics & Finance Blogs of 2017 – Focus Economics
Best Blogs to Read for Financial Advisors in 2017 – Advisor Websites

Morning Report APACTF
The Dow Jones has finally broken the 20000 points level on upbeat corporate earnings. The long-awaited surge has boosted the appetite for risk prompting investors to switch to equities and away from safe havens such as precious metals.

Trump rally resumes after presidential orders on pipelines and Mexican wall


Danske DailyDanske Bank

Risk on – yields and equities up, USD down * Today UK GDP and Nordic unemployment numbers * Yields resume the rise with equities * USD remains under pressure

Morning MarketsTF
The mood was upbeat in Asia markets today after the Dow Jones rallied past 20000. Meanwhile the world looks to the UK where Q4 GDP figures are due out this morning.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Dollar is Firmer, but Mostly Sidelined, as Equity Charge Continues

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
UK growth * Free-trade China * Trump’s walls * Stocks rise * Bonds slump

10 things you need to know before the opening bellBI

Global Stock Index On Verge Of All-Time High Propelled By "Dow 20,000" Euphoria

Frontrunning ZH

FX UpdateTF
It is tough to discern why the USD continues to trade on the weak side in some places given that interest rate spreads at least at the short end of the curve continue to point to a strong greenback. It needs a pick up soon in dollar index terms or the bulls may have to suffer another long walk in the desert.

Vaalikuume nousee Italiassa * Ison-Britannian BKT-luvut viimeiseltä neljännekseltä julkaistaan tänään * Dow Jones -indeksi ylitti ensimmäistä kertaa 20 000 pisteen rajan * Saksan liike-elämän luottamus laski yllättäen

Trumpin ”veromuurin” oikulliset vaikutukset – Roger Wessman