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Tuesday, December 5

5th Dec - Quiet, but not very optimistic





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EUROPE
Leonid Bershidsky: Europe's Far Right Won't Keep Winning If It Can't Govern – BB
Strong election results in 2017 created an opportunity. Some aren't willing to take it.


  MARKETS / OTHER
UBS Unveils Its Top 5 Themes And 19 Trades For 2018 – ZH

Citi Shows What Today's Artificial Market Looks Like In One Chart – ZH

BofA "Is So Bullish, It's Bearish": Expects "10% Or Greater Correction" For 2018 – ZH

Economic and market outlook 2018: Rising risks to the status quo – Vanguard

State Street Says Short-Volatility Trades Are Storing Up Trouble – BB
Investors will scramble to cover shorts in downturn: Lacaille * Cost of ‘emergency’ insurance shows investor concern of crash

How AI Will Invade Every Corner of Wall Street – BB
Machine learning, with its prowess in producing insights from data, is poised to have a hand in 99 percent of investing, CEO says.

BlackRock, Vanguard Less Than a Decade Away From Managing $20 Trillion – BB
Two towers of power are dominating the future of investing.


REGULARS
FirstFT Daily Briefing – FT
Brexit crunch lunch, $68bn CVS-Aetna deal, cyborg beetles

WSJ City – WSJ
Sterling Falls as Brexit Talks Stall, Time to Regulate Bitcoin?

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
Setback in Brexit talks, higher yields, Norwegian house prices ahead * Norwegian house prices set to fall again * Large deviation from capital key in bunds in the PSPP * Scandi currencies re-weaken

Daily Market Comment – Marc Chandler
Sterling Sold on Negotiating Snafu, Aussie Bounces on Retail Sales and RBA

Brussels Playbook – Politico
No Brexit deal — Centeno elected Eurogroup chief — Catalan election candidates

Five Things You Need to Know to Start Your Day – BB


US Open – ZH
Tax Euphoria Fades As Tech Rout Spreads

Frontrunning – ZH


FINNISH
Aamukatsaus – Nordea
Odotamme asuntojen hintojen laskeneen Norjassa | Euroryhmän puheenjohtajaksi valittiin Mário Centeno | EURSEK hätyyttelee 10,00:n rajaa