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Monday, November 6

6th Nov - Quiet (oil rallies on Saudis)

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Editorial: Next Steps in the Macron RevolutionBB
The French president has made a good start, but there's a long way to go.

Croatia Is Starting Preparations To Join Eurozoneeuinside

Fed Will Keep the Rate Hikes ComingTim Duy

Trump's Policies Have Done Nothing for StocksBB
Earnings growth, not promises on deregulation, taxes or infrastucture, is responsible for most of the appreciation in equities.

Why the Next Four Days Will Be Crucial for the GOP Tax Bill – BB
Finding the Good in the Republican Tax Plan – BB
Here’s Where the GOP Tax Bill Stands Right Now – BB

FX Weekly: The end of the inflation convergence trade for EUR/USD?Nordea
With just 0.9% in core inflation from the Euro area in October, could the inflation convergence trade between EA and the US be behind us? And what about the suffering Scandies? Should you buy them now?

Important Charts, Performance, & Interesting Stories  Andrew Trasher

Tech Stocks Accounted For 75% Of The Market's October ReturnZH
Tech sector's 24.5% weight in the S&P 500 now highest since October 2000.

It Takes More Than Fact Checks to Beat PopulistsBB
Research increasingly shows that even when voters know the facts, they buy a compelling narrative.

Guest post: Trading economics: a new theoretical systemFT

Saudi Purge Sees Senior Princes, Top Billionaire Detained – BB
Saudi says reserves right to respond to Iran 'hostile actions' – Reuters
Oil rises to highest since mid-2015 on Saudi purge, tighter markets – Reuters

FirstFT Daily BriefingFT
Saudi Arabia’s purge, tech’s biggest bid, Queen in Paradise

U.S. Probes Three Banks Over Debt Sales, Crude Rises After Saudi Crackdown

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-opener: Mr Trump in Asia this weekNordea
US jobs report: December rate hike still on * Subdued moves in rate markets * GBP regains ground after Thursday

Morning MarketsTF
Donald Trump who is in Tokyo today repeated his claim that US trade with Japan is not fair or open. Trump's trade stance plus a warning from the governor of the PBoC about China's financial system weighed on sentiment in Asia today. Trump's trade grievances are likely to resonate across financial markets this week as he continues his 10-day tour of Asia.

Brussels PlaybookPolitico
No tax in paradise — Eurogroup battle — Puigdemont free

Five Things You Need to Know to Start Your DayBB

Global Stocks Drift Lower As US Futures Rebound From Overnight Scare, Oil At 2 Year Highs


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