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Thursday, November 23

23rd Nov - European sell-off

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Germany Heaps Pressure on SPD to Bow to Call for Merkel PactBB
 ‘Grand coalition’ seen as best option to avoid new election * Risks for Germany’s top parties in vote could outweigh rewards

A World Without MerkelBB
After the collapse of coalition talks, the German chancellor is looking weaker than ever.

ECB Is Said to Review Corporate-Bond Plan as Next QE Step NearsBB
Private debt may make up larger share of QE purchases in 2018 * Some policy makers skeptical over effectiveness of the program

Dovish Inflation Concerns, “Sharp Market Reversal Could Damage Economy”ZH

Fed Signals December Hike Even as Debate on Prices PersistsBB
Another increase ‘was likely to be warranted in the near term’ * Meeting minutes also show concerns about financial imbalances

Dollar Sinks on Fed's Inflation Concern, Rate Path: Markets Wrap – BB
Gold Jumps, Dollar Dumps After Dovish Fed Minutes – ZH

U.S. Business Equipment Orders Fall for First Time Since June – BB
Core Capital Goods Orders Plunge Most In 13 Months – ZH
Consumer Sentiment in U.S. Eases From Highest Level Since 2004 – BB
UMich Consumer Confidence Slides In November As Faith In Stocks Falters – ZH

These Are The Top 50 Hedge Fund Long And Short PositionsZH

JPMorgan: Every Investor Class Is Now All-In StocksZH

BoJ: We'll Let 10-Year Yield Rise Above Zero Percent Target Around 1Q 2018  ZH

China's $3.4 Trillion Corporate Bond Market Faces Rocky 2018 BB

Leonid Bershidsky: Google Is Filtering News for the Wrong ReasonBB
If the standard is corporate safety, democracy has a problem.

FirstFT Daily BriefingFT
UK Budget day, Uber data breach, Mugabe steps down

What to Watch in the U.K. Budget, Akzo and Axalta End Talks, Uber Reveals Data Breach and Cover-up

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Optimism back in global stock markets * UK public finances in focus today * US curve continues to flatten ahead of FOMC minutes * Big moves in Scandi FX

Brussels PlaybookPolitico
Meet the weak powerful — Berlusconi vs. Italy — Verhofstadt’s Paradise Papers link

Five Things You Need to Know to Start Your DayBB

Asian Stocks Smash Records; Dollar Slides As Crude Surges To July 2015 Highs


Fed julkaisee tänään marraskuun kokouksen pöytäkirjan | Iso-Britannian valtiovarainministeri Philip Hammond pitää budjettia koskevan puheen parlamentissa | Riksbank julkaisee puolivuosittaisen, talouden vakautta koskevan raporttinsa