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Wednesday, November 15

14th Nov - Bear dominates



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EUROPE
The ECB Needs an Inflation Plan, Just in Case – BB
Yes, the risks are remote right now. But investors seem unprepared, meaning calm could easily turn into chaos.


MARKETS / OTHER
Research China: The housing party is over – Danske Bank


REGULARS
FirstFT Daily Briefing – FT
Brexit bill day, the first floating city, EU’s mega army

WSJ City – WSJ
U.K. Wage Squeeze Set to Continue, Europe’s CFOs Step up Spending Plans, Credit Suisse Fined

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
Draghi, Yellen, Carney and Kuroda on the same stage today * Broadly unchanged yields over the day, erasing morning rally * Another tough day for the GBP

Morning Markets – TF
After what felt like endless days of scant economic data and consequently lacklustre trading a deluge of key updates today will give markets plenty to chew over.

Daily Market Comment – Marc Chandler
Euro Rides High After German GDP

Brussels Playbook – Politico
EU gets social — Juncker then and now — Macron ♥ Vestager

US Open – ZH
US Futures, Global Stocks Extend Decline After Disappointing Chinese Data, Dollar Slides

 
FINNISH
Aamukatsaus – Nordea
Tänään julkaistaan Suomen 3. neljänneksen BKT:n pikaennakko | Odotamme asuntohintojen laskeneen Ruotsissa | Tulossa myös Ruotsin ja Ison-Britannian inflaatioluvut