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Monday, December 11

11th Dec - Quiet, slight bear ahead of risk events

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European Central Bank Glides to a Finish – BB
Economists see ECB ending bond-buying program by end of 2018

Eurozone Outlook 2018 – Capital spending leads the way ABN AMRO

France and Germany Look Too Alike to Bond MarketLipperAlpha

Dani Rodrik: Does Europe Really Need Fiscal and Political Union?Project Syndicate
There is a growing sense in Europe, among conservatives and progressives alike, that fiscal and eventual political union is necessary to maintain the euro without damaging economic performance or democratic values. But there is also an alternative, much less ambitious view, according to which only banking union is needed.

December Macro UpdateThe Fat Pitch
Housing and Manufacturing Growth At Multi-Year High. The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely.

Tim Duy: Expect the Fed to Stand By Its 2018 OutlookBB
Financial markets see that solid growth will prompt the central bank to stick to three rate hikes despite low inflation.

Bank of America on yield curveZH
Curve inversion in 2018, some sort of recession perhaps in 2020 or 2021.

Momentum and Market Anomalies Alpha Architect
The momentum strategy considerably outperforms the naive benchmark of equal-weighted investments in each anomaly.

Deutsche Bank: 30 Biggest Risks Facing Markets In 2018ZH

El-Erian: 4 Developments to Watch in Global EconomyBB
Overlooked events last week reinforced the prospects for better growth: synchronized global recovery, policy progress in US, less structural uncertainty in Europe, market acceptance of higher rates

Gary Shilling: Markets Risk Overvaluing Earnings RepatriationBB
Domestic plant and equipment spending isn’t being held back by a lack of money.

Investing Lessons from the Dude25iq

Enron 2.0? ECB, Global Banks On The Hook For $21 Billion In Steinhoff ImplosionZH

A Hedge Fund Giant Found Lots of Value in FailureBB
The world's biggest hedge fund springs from the wreckage of his monumental error.

FirstFT Daily BriefingFT
Chemists react to Brexit, bitcoin futures launch, fake dinosaurs

Bitcoin Futures Open With a Jolt Higher, World Trade’s Power Vacuum

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Yuuuuge central bank week coming up * Big moves in USD xCcy basis * EUR/USD higher after job report

Daily Market CommentMarc Chandler
Dollar Mixed to Start the Week, While Equities Firm

Brussels PlaybookPolitico
Blockbuster foreign affairs — Brussels so white — Macron lands at Parliament

Five Things You Need to Know to Start Your DayBB

US Open ZH
US Futures Hit New All Time High Following Asian Shares Higher; European Stocks, Dollar Mixed

Frontrunning ZH

Fed nostaa korkoa keskiviikkona | Myös EKP sekä Englannin ja Norjan keskuspankit kokoustavat | Tällä viikolla saadaan myös USA:n inflaatioluvut