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Friday, November 24

24th Nov - Good German Ifo, not great US PMI

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Euro area wrap-upDaiwa
Euro area flash PMIs suggest strong growth towards year-end * Robust momentum in Germany and France

The eurozone economic boomABN AMRO
Eurozone PMIs sharply higher * ECB View: Meeting account shows large majority favoured open-ended programme * Euro Credit: Outlook for corporate spreads still positive

The Changing Face of the Corporate Bond MarketWSJ
European Commission to launch public consultation on ways to improve market functioning

Sweden's Housing Market May Be Facing a 10% Slump, S&P WarnsBB

Germany's SPD Decides to Accept Negotiations With MerkelBB
Social Democrats weigh full coalition or limited support * Chancellor’s fourth term and German stability hang in balance

Germany: Strong Ifo numbers and a possible way out of the political deadlockNordea
Business expectations improved in November, despite the political deadlock. Things are also moving on the political side. Some form of a grand coalition (formal or informal) now looks more likely than new elections.

SPD Ready To Negotiate With Merkel To End Political Deadlock – ZH
Germany’s SPD ready for talks with Merkel to break deadlock – FT
Business Climate Index Continues Record Run – CESIFO
German Business Optimism Climbs to Record as Economy Booms – BB
Ifo hits new high, businesses ‘party almost as if there were no tomorrow’ – FT

The GOP Tax Plan Is Entering Its Make-or-Break WeekBB
Concerns over business income and deficit effects top agenda * Senate leaders plan to hold a floor vote as early as Thursday

Flash US Composite PMI – Markit
US PMIs Tumble To 4-Month Lows, Signal Just 2% GDP Growth – ZH

Just 10 Companies Account For 33% Of All Market Gains Since Trump's ElectionZH

FirstFT Daily BriefingFT
Ireland’s crisis, HSBC loses banking veteran, return of Christmas catalogues

U.K. Confidence Slides, Meagre Reward For Brexit Concessions, Uber CEO Knew of Hack For Months

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Ifo survey: political uncertainty to dampen excitement? * EUR 5s30s keep flattening * EUR/USD higher on solid PMIs

Daily Market CommentMarc Chandler
Euro Continues to Push Higher

Brussels PlaybookPolitico
Germany’s political gut-check — EU’s Eastern Partnership summit — May and Juncker’s date night

Five Things You Need to Know to Start Your DayBB

S&P Futures Hit Record High As European Euphoria Takes Over Forgotten China Rout


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