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Saturday, December 16

15th Dec - Tax plan fears, but now hope

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Ferdinando Giugliano: The Euro Zone Needs More Than a New RoadmapBB
It will take European capitals, not plans from Brussels, to reform monetary union.

Leonid Bershidsky: Europe Is Not Ready for the Next Migration SurgeBB
The refugee crisis is subsiding. The political crisis is still going strong.

Editorial: Basel III Is Too Kind to Europe's BanksBB
The new standards for capital have been watered down to win over the EU.

Sony Kapoor: Europe's Sovereign-Bank 'Doom Loop' Can't Be BrokenBB
The European Union's effort to break the link between banks and government debt may make things worse.

Europe's Central Bank Faces Decision Time in 2018BB
Next summer Mario Draghi will need to decide whether to end quantitative easing ... and what to do next.

ECB review - Christmas mood leaves QE exit decisions for 2018Danske Bank
Despite a stronger growth and inflation outlook, the ECB delivered a fairly balanced policy message, without further hints about a shift towards a more 'holistic' view on inflation and the economy. We expect discussions about QE exit and policy normalisation to gain prominence in the spring of 2018.

Several Republican Senators Press for Late Changes in Tax BillWSJ

Michael Bloomberg: This Tax Bill Is a Trillion-Dollar BlunderBB
Congress and President Trump put politics ahead of smart reform.

The FBI’s Trump ‘Insurance’WSJ
WSJ Exposes The Real Election Meddling... At The FBI – ZH

JPMorgan Sees S&P 500 Hitting 3,000, Warns on Tech Stocks BB

World's Biggest Pension Fund Says AI Will Replace Asset ManagersBB
GPIF’s Mizuno: Google, Amazon could become largest managers * Traditional managers need to update business models, he says

FirstFT Daily BriefingFT
Disney-Fox $66bn deal, Hugo Boss’s conundrum, #MeToo engulfs Congress

E.U. Set to Move to Stage Two of Brexit Talks, Airbus’s Top Brass to Exit Amid Turmoil

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

ECB in hibernation; Watch the 3M xCcy basis * Swedish house price plunge unlikely to continue * NOK strengthens on rate path revision * EUR-USD xCcy 3m basis widens further

Daily Market Comment Marc Chandler
Premium for Dollar-Funding is not Helping Greenback Very Much

Brussels PlaybookPolitico
Summit wrap — Lobbying bonanza — Austrian coalition talks

Aamukatsaus – Nordea
Venäjän keskuspankki jatkaa laskujaan * EKP itsevarmana * Ruotsin asuntojen hintojen lasku takanapäin * Markkinoilla hiljaista eilen