10th Jan - Two-day bond sell-off leads to falling stocks

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EUROPE

Leonid Bershidsky: Europe Has Completely Turned the Tables on Brexit – BB

Britain is paying for threatening to walk away from the EU without a deal.

  MARKETS / OTHER

  BOND ROUT
Markets Turmoil On China Treasury Purchase Halt News – ZH

China Weighs Slowing or Halting Purchases of U.S. Treasuries – BB

Yields hit multi-month highs on report China may slow UST purchases – Reuters

"Did China Just Give US Assets A Lesson On Who's In Charge?" – ZH

China and US Treasuries – Marc Chandler

Bill Gross Goes Short Treasuries: "10Y Could Reach 2.8% By Year End" – ZH

The narrative behind the Treasury market sell-off – ABN AMRO

SocGen: "What Bond Bear Market? I'll Believe It When TIPS Are At 1%..." – ZH

Chinese Caution on U.S. Debt Clouds Financing for Trump’s Tax Cut – BB
Better places to sell – Kevin Muir

Is the VIX Being Gamed? A Sudden Swoon Has Traders Talking Again – BB

The volatility gauge took a quick tumble on morning of Dec. 20 * Futures tied to the gauge settled right around that time

Treasuries Traders Brace for the End of Three-Decade Bull Market – BB

Slump in global debt securities ebbs as Treasuries are steady * Markets to recover given interest in primary issuance: Mizuho

The Mystery of the Exiled Billionaire Whistle-Blower – NYT

From a penthouse on Central Park, Guo Wengui has exposed a phenomenal web of corruption in China’s ruling elite — if, that is, he’s telling the truth.

REGULARS

FirstFT Daily Briefing – FT

Bannon out, West Wingers go west, hedge fund bonanza

WSJ City – WSJ

Investors Prepare for Inflation, Skills Shortages Hamper U.K. Business

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Yen Short Squeeze Extended

Brussels Playbook – Politico

Tusk’s full-frontal attack on Polish leadership — Trump stink bomb coming to Davos

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

US Open – ZH

Treasurys Tumble, Futures Slide On Report China "To Slow Or Halt" Treasury Purchases

Opening Bell – investing.com

Oil Completes Bottom; Bitoin Sinks Below $15K; Stocks Slow

Top 5 Things to Know in the Market – investing.com

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

Odotamme Norjan inflaation nousseen | Riksbank julkaisee pöytäkirjan | USA:n korot selvässä nousussa

Aamukatsaus – Danske Bank

Työperusteinen maahanmuutto vielä kerran – Matti Viren

Niinistö: Euroalueen ongelmat jatkuvat, mutta Suomen liittyminen ei ollut virhe – TE

Teollisuus reilussa nousussa loppusyksyllä 2017 – Danske Bank