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Thursday, October 26

25th Oct - Nervousness ahead of ECB

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Banks report waning impact of ECB’s QE programmeABN AMRO
This should strengthen the ECB’s confidence that the credit channel is functioning smoothly, and that it can start gradually slowing down its QE programme soon.

Three Developments in Europe You may have Missed Marc Chandler
A European Monetary FundSimon Wren-Lewis

FOMC PreviewDanske Bank
No new signals, while Trump is set to announce new Fed chair soon

Stocks Slide On Report House Considering Capping 401(k) Plans – ZH
Tax plan worries, tepid earnings halt rally –

Bank of Japan PreviewDanske Bank
Ultra-loose policy measures remain in place on the back of vote of confidence in Abenomics

China’s Minsky Moment
Kevin Muir

'Follow the Money' Getting More Important in Markets - BB
Pay attention to what central bankers are doing and not what they say they are doing.

FirstFT Daily BriefingFT
China’s new leadership, Boeing reports, selling the dead

City Ups Brexit Pressure, Lloyds Profit Soars, Draghi’s Linguistic Challenge

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Ifo numbers, BoC on hold, rate cut expected in Brazil today * Markets positioning ahead of ECB tomorrow – higher rates * Stronger EUR and USD on the back of higher rates

Morning MarketsTF
The Nikkei 225 broke its record-shattering rally today but European shares maintain a cautious bid into the early session. Meanwhile investors are looking towards tomorrow's ECB meeting for news on the bank's policy normalisation plans.

Daily Market CommentMarc Chandler
Sterling and Aussie Interrupt the Waiting Game

Brussels PlaybookPolitico
Rape claims at Parliament — Tusk’s future EU vision — Polish reshuffle

Five Things You Need to Know to Start Your Day BB

US Open ZH
Bond Yields Break Out Around The World As Japan's Record Stock Rally Ends


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