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Monday, November 20

20th Nov - German coalition snafus

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El-Erian: How to Build on Europe’s Economic RecoveryBB
To be lasting, the improvement needs to be followed by structural changes.

Europe Faces a Hamstrung Germany as Merkel's Coalition Bid FailsBB
‘Diminished’ chancellor can’t offer stability for time being * Europe’s dominant country contemplates domestic stalemate

Merkel’s Attempt to Form a New German Government CollapsesBB
Euro falls as Free Democrats walk out of coalition talks * German chancellor to stay in place as new election looms

Here's Initial Market Analysts' Take on Merkel's Talks Failure BB
European election uncertainty has been consistent worry * Jury ‘still out’ until European traders offer their take

Germany: Political uncertainty goes in overtimeNordea
After the breakdown of the coalition talks, new elections look like the most plausible scenario and the outcome is open. The short-term economic impact will likely be small, but could increase the longer the uncertainty remains in place.

Germany's Political Crisis Is No TragedyBB
All the options facing Angela Merkel are uncomfortable, but every path leads to an acceptable compromise

German coalition talks have failed – what now?Open Europe

German politics: the Jamaica party is overDanske Bank

Merkel Tries to Salvage Fourth Term After Coalition Talks FailBB
Steinmeier urges new negotiations after coalition talks fail * ‘Caretaker chancellor’ faces minority rule, fresh election

Euro slips as German coalition talks fail, heightens uncertainty

Angela’s political headachesABN AMRO
The Jamaica-coalition talks have failed, immigration seen as the main breaking point

German Politics: What's Next?Marc Chandler
Coalition government, minority government, or new elections

Merkel Says She Prefers New Elections Over Minority Government BB

The FDP has left the centreA Fistful of Euros

Euro Shrugs Off German Impasse as Stocks Struggle: Markets WrapBB
German DAX falls with peers; dollar steady as Treasuries gain * Bitcoin climbs above $8,000 for first time; oil holds gain

Failed Merkel Talks a Hiccup, Not Dealbreaker for Europe Stocks

Euro, DAX Recover All Losses; SocGen: "Is Strong Government Overrated?"

Tax cuts are coming but will be watered downDanske Bank
Editorial: Converging on Tax-Reform Nonsense – BB

As Calm Ends for Japan Stocks, Investors Brace for More DisorderBB
‘Volatility feels like it’ll get bigger’: JPMorgan’s Shigemi * Foreigners turn net sellers of Japan equity futures last week

Deutsche Bank: Something 'very unusual' is happening in marketsBI

The Russian Banker Who Knew Too MuchBB
Alexei Kulikov was charged with looting a small Moscow bank. But his trial turned into a window on the shadowy—and seemingly uncontrollable—world of money laundering in Putin’s Russia.

China’s Shadow Bank Clampdown Hits Stock Market – BB

China Watch – Growth is slowing, not collapsingABN AMRO
October data point to resumption of gradual slowdown in economic growth as property market corrects, and the credit impulse and fiscal support fade * We expect alternative growth measures to drop moderately as well * Record sales on Singles Day illustrative for rise of China’s new economy * Imports growth still at high levels, but moderation expected in 2018 * Higher inflation and targeted tightening drive rise in bond yields

China takes more steps to fight financial risksDanske Bank

FirstFT Daily BriefingFT
Mugabe clings to power, German coalition talks fail, coffee-powered transport

German Coalition Talks Collapse, Economic and Equity Trends Diverge

“Best of the web” daily charts Lukas Daalder

Danske DailyDanske Bank

No Jamaica for Merkel, EUR under pressure, risk appetite weaker * Yellen and Draghi to speak later this week * How much will European PMI’s fall? * Weaker EUR at technical support

Daily Market CommentMarc Chandler
German Political Impasse Roils Euro...Briefly

Brussels PlaybookPolitico
German coalition talks collapse — EU agency vote showdown — Brexit’s Irish brake

Five Things You Need to Know to Start Your Day BB

What German Political Turmoil? Global Markets BTFD, Don't Look Back


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