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Monday, December 18

18th Dec - Big Green

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Leonid Bershidsky: Why Austria's Anti-Immigrant Experiment Is Worth WatchingBB
The new ruling coalition has set out draconian immigration controls that every populist party dreams of implementing.

Goldman Explains What's In The Final Republican Tax BillZH

Trump Says U.S. Economy to ‘Rock’ as GOP Races to Tax-Cut FinishBB
President says 4, 5, 6 pct growth possible from sweeping bill * Votes planned that would send measure for signature in days

This Was the Kind of Week Morgan Stanley Sees Going Away in 2018 BB
Morgan Stanley, AllianceBernstein expect a VIX pick-up in 2018 * S&P has gone 68 sessions without rising or falling 1 percent

SocGen: "Every Bit Of Good News - Including Tax Reform - Is Now Priced In"ZH

Goldman Sachs: 2017 In 100 ChartsZH

Ben Carlson: Yield Curve Inversions and Stocks Are a Toxic MixBB
Every time since the mid-1970s that long rates have fallen below short rates, the S&P 500 has experienced a double-digit drawdown.

What To Expect From Equities In 2018The Fat Pitch
US stocks will likely rise in 2018. By how much is anybody's guess: the standard deviation of annual returns is too wide to get even close to a correct estimate on a consistent basis. Earnings growth implies 6% price appreciation, but tax cuts could boost that to 13%.  Investor psychology could push returns much higher (or lower).

The Year in Review: Global Economy in 5 ChartsIMF

FirstFT Daily BriefingFT
Brexit trade talks, Chile swings right, 2017’s best statistics

GOP Tax Overhaul Would Set Up Years of Challenges, Bitcoin Futures Fall in First Day on CME

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Republicans confident in passing tax bill * Week ahead: Riksbank, US tax reform, Catalonian and Chinese politics * Equity markets ebullient * Not all is doom and gloom for the Scandi currencies

Daily Market Comment Marc Chandler
Trade Tensions with China Set to Escalate

Brussels PlaybookPolitico
FPÖ come to power — Mexico trade deal — Brexit Cabinet meeting

Global Stocks Roar To Record Highs As Tax Reform Is "Priced In" All Over Again


Aamukatsaus Nordea
Verouudistuksen hyväksyminen ei heilauta markkinoita | Riksbank kokoustaa keskiviikkona | Euroalueen kalenteri näyttää melko köykäiseltä tällä viikolla