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Monday, January 9

9th Jan - Recoil on harder Brexit

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Brexit experts, confess to your errors and carry onFT

May’s Hints Hit the PoundBB
Life after Brexit could mean life outside the single market, the prime minister hints.

Pound Falls to 10-Week Low as May Hints at Single-Market ExitBB
May signals priorities are controlling immigration, lawmaking * Sterling falls against all G-10 currencies after comments

UK PM May: Wrong to say hard Brexit is inevitable Reuters

Le Pen Says Brexit Isn’t Disaster and France Should Be NextBB

January Macro Update: Wage Growth At New High – Fat Pitch
The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely.

FX: behind the curve?Nordea
The year has started on a positive note, with upbeat macro data. The turn is on the way? Is Fed behind the curve, and how to play it? First thoughts of 2017.

Global: but for politics… - Nordea
Martin Enlund: The global backdrop currently looks benign even though economic surprise indices are looking lofty. Political tail risks are under-priced however; a bright fiscal future is not in the price [of e.g. the dollar], nor is a dark trade future…

Danske DailyDanske Bank

USD gaining on NFP, Brexit details pledged, Fedspeak & Trump awaited * US labour market report roughly in line with expectations * USD gaining over the week-end * Fedspeak and Trump press briefing on the agenda

Morning MarketsTF
The mood was cautiously upbeat in Asian markets today driven by gains on Wall Street on Friday. While there were modest gains on some Asian bourses and Australia's S&P/ASX200 surged sharply higher. Meanwhile today's focus is on the Eurozone where unemployment is expected to hold steady as confidence climbs.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Sterling Pounded by May's Hard Brexit

Daily Press Summary Open Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your Day BB
Sterling slides * Yuan volatility * Fed hawks * Markets mixed * UK woos Trump

10 things you need to know before the opening bell BI

Party Like The Dow Is 19,999: US Futures Dip As Global Currencies Stumble; Oil Down, Gold Up

Frontrunning ZH

FX UpdateTF
Over the weekend UK prime minister Theresa May made explicit comments on the risk that Brexit means the UK will have to leave the single market. Sterling took it on the chin and GBPUSD traded to new two-month low.

Avaako Trump talouspolitiikkansa suuntaa? * Kiinan valuuttavaranto supistui 41 miljardilla dollarilla joulukuussa * USA:n työmarkkinoilla merkkejä palkkakehityksen kiihtymisestä * Fediltä luvassa useita puheenvuoroja tällä viikolla