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Saturday, January 20

19th Jan - Huge European rally





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EUROPE
Germany's Stability at Stake in Vote on Merkel Coalition Talks – BB
Rejection of negotiations by SPD could trigger repeat election * Chancellor looks to Social Democrats’ convention for solution

ECB meeting preview: guide me if you can! – Pictet
No incentive for the ECB to fuel further hawkish market re-pricing at this stage, especially after core inflation disappointed again and the EUR has strengthened

ECB Preview - Too soon to revisit forward guidance – Danske Bank
We do not expect the ECB to change its language next week.

UNITED STATES
  SHUTDOWN
Conservatives Brought Russia Probe Demand to Shutdown Talks – BB
Goldman Sachs: What Happens If The Government Shuts Down Tomorrow – ZH
What Actually Shuts Down During a U.S. Government Shutdown – BB
Goldman Sachs: 60% Odds Of A Shutdown Lasting "Up To A Few Weeks" – ZH


REGULARS
FirstFT Daily Briefing – FT
Macron meets May, US shutdown countdown, VW’s surprise recovery

WSJ City – WSJ
Regulator Pours Cold Water on Bitcoin ETFs, US Government Shutdown Looms

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Dollar Crushed as Government Shutdown Looms

Brussels Playbook – Politico
Merkel vs. Kurz — Elmar Brok’s Brexit bible — Estonia cash offer to EU

Five Things You Need to Know to Start Your Day – BB
https://www.bloomberg.com/authors/ARIYqLnEHrg/lorcan-roche-kelly

US Open – ZH
Futures Jump Despite Threat Of Imminent Government Shutdown; Dollar Slide Accelerates


FINNISH
Aamukatsaus – Nordea
Tänään seurataan USA:n kongressin neuvotteluja budjetista | Tänään ei ole tulossa merkittäviä datajulkistuksia | USA:n 10-vuotinen korko nousi yli 2,6 prosentin