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EUROPE
Nordic Outlook – Danske
Bank
Denmark: Economy close
to full potential but still some distance from overheating * Sweden: Growth and
house prices strong but inflation low and rate hikes not around the corner *
Norway: Recovery to continue as private consumption and business investment
take over from public spending and housing * Finland: Recovery steaming ahead,
though growth lower in 2018
Catalan Brinkmanship Sets Stage for Spain to
Seize Control – BB
Parliament in Barcelona
convenes to prepare response * Senate begins two-day vote to strip Catalonia’s
powers
EUROPEAN
CENTRAL BANK
Draghi Seeks Soft Landing
for Stimulus as ECB Awaits Inflation – BB
El-Erian: What to Expect
From the ECB Meeting – BB
ECB Preview: Here's What
Draghi Will Announce On Thursday – ZH
ECB to curb bond-buying
in first step toward end of easy money – Reuters
Italy faces worst shock
in Europe as ECB prepares to taper bond buys – MarketWatch
ECB Will Avoid A Taper
Tantrum Today, But It's Running Low On Ammunition – ZH
Monetary policy
decisions – ECB
Additional information
on asset purchase programme – ECB
Introductory statement
to the press conference – ECB
Dovish €30 Billion QE Through
September 2018 "Or Beyond"; Euro Tumbles – ZH
ECB Plans to Reduce QE
Purchases to 30 Billion Euros a Month – BB
ECB instant view: A
dovish “recalibration” – Nordea
ECB starts gentle exit
from QE – ING
ECB Takes a Cautious
Step - A Little Too Cautious – BB
ECB monetary policy:
bending it like Draghi – Pictet
ECB signals prolonged
monetary stimulus – ABN
AMRO
ECB review: Slow
inflation requires slow exit – Nordea
ECB Review: ECB opts for
'lower-for-longer' QE extension – Danske
Bank
UNITED STATES
Yellen Wonders If Fed Inflation Credibility
Dented on Her Watch – BB
Fed chief sees some
evidence inflation expectations slipped * Yellen though still thinks they’re
anchored at 2 percent
Trump Decides Against Gary Cohn for Fed Chair – BB
President said to want
Cohn in White House for tax fight * Economic adviser said to be likely to leave
after tax overhaul
OTHER
Trump's Magical Market Mystery Tour – BB
It's tough to pin down
what's driving the bull and even harder to figure out what will make it stop.
Machine learning the market – FT
Monthly Commodity Update – ABN
AMRO
A consolidation in Q4,
but a rally in 2018
REGULARS
FirstFT Daily Briefing – FT
China the soft superpower, tax hopes for US expats, Russia’s next
revolution
WSJ City – WSJ
Deutsche and Barclays See Sales Fall, Profits Rise; ECB Set to Pare
Stimulus
Danske Daily – Danske Bank
Eye-Opener – Nordea
ECB taper time - Riksbank and Norges Bank to remain on hold * US
Treasuries pared losses after 10Y yield hit highest level since March * Scandi-currencies
remain under pressure
Morning Markets – TF
The euro is holding on to overnight gains ahead of today's ECB meeting as
investors hope for a timetable for the dismantling of Europe's €2.1 trillion
asset purchase programme. Elsewhere gold is higher and bond yields lower after
sentiment turned sour in Asian trading.
Daily Market Comment – Marc Chandler
Draghi's Day
Brussels Playbook – Politico
Glyphodrama — UK is ‘screwed’ — Harassment fallout
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Traders Paralyzed, Markets Flat Ahead Of Today's Main Event: The ECB's
Taper Announcement
FINNISH
Aamukatsaus – Nordea
EKP päättää
osto-ohjelman supistamisesta tänään | Myös Ruotsin ja Norjan keskuspankit
kokoustavat | Saksan Ifo-indeksi nousi ennätyslukemiin
Työperäisen maahanmuuton saatavuusharkinnasta – Valtteri Aaltonen
Työperäisen maahanmuuton saatavuusharkinnasta – Valtteri Aaltonen