23rd Jan - Another green day

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EUROPE

Berlusconi, Italeave and How to Checkmate Germany – Tom Luongo

Berlusconi Learns New Tricks as Italy Braces for Shock Comeback – BB

ECB Crib Sheet: Your guide to potential market movements – ING

Taming the hawks * High hurdle to send EUR lower * Hawkish surprise less likely after recent ECB push back

ECB Preview – ABN AMRO

No change in guidance, but verbal intervention on euro

Bank bad loan woes require long-term solutions: France's Le Maire – Reuters

Efforts to reduce the bad loans held by European banks will take time, the French finance minister said on Tuesday, warning against new measures to cut bad debt faster that are backed by Germany and the European Central Bank.

Euro zone holds back new loans to Greece, starts work on debt relief – Reuters

UNITED STATES

  SHUTDOWN
Government reopens but might shut down again early February – Danske Bank

Schumer Rescinds Wall Offer to Trump in Immigration Talks – BB

  MARKETS / OTHER

Credit Suisse: Strong economy and earnings behind the bull, not taxes – BI 

Goldman: "Risk Appetite Is Now At Its Highest Level On Record" – ZH

Yen Rollercoaster Stuns Traders As BOJ Sends Conflicting Messages – ZH

180 Years of Stock Market Drawdowns – Ben Carlson

This is why stocks are constantly playing mind games with us. They generally go up but not every day, week, month or year.

Stocks Are Facing Unprecedented Earnings Expectations – BB

There is no history of companies beating such an aggressive set of profit forecasts, and this week could set the tone for the next several months.

Traders Ignore the Fine Print in IMF Report – BB

In raising their forecast, IMF officials also stressed that the world economy is plagued by uncertainty. And while the U.S. tax cuts may give a lift now, they are worried that it could end up exacerbating America’s trade and budget gaps, leading to a slowdown later.

Noah Smith: A Basic Income for Everyone? It's Not a Crazy Idea – BB

Machines might displace lots of workers. Here's a possible fix.

Market Guide - 2018 kicks off with USD weakness and higher yields – Danske Bank

Global economy still on a roll * Italian election countdown has begun * Risks to yields skewed to the upside * EUR/USD headed for 'fundamental' levels as ECB fades easing

REGULARS

FirstFT Daily Briefing – FT

Davos snowbound, US back in business, Ukip’s weirdest moments

WSJ City – WSJ

UK Watchdog Rules Against Fox-Sky Deal, Congress Ends US Government Shutdown

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Dollar Stabilizes Near Recent Lows

Brussels Playbook – Politico

Snowmageddon in Davos — Polish charm offensive — The 73 MEP question

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

US Open – ZH

S&P Futures Suddenly Slide Amid Growing Trade War Fears

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

Yhdysvaltojen liittovaltion rahoitusta jatkettiin noin kolmella viikolla | Japanin keskuspankki kokousti varhain aamulla | Tänään saadaan euroalueelta luottamuslukuja

Aamukatsaus – Danske Bank

Jan von Gerich: Italia ei kaada euroa mutta aiheuttaa päänvaivaa – Nordea

Vaikka pahimmat pelot Italian maaliskuun vaaleihin liittyen ovat ylimitoitettuja, hyviä uutisia Italian talousnäkymien suhteen tuskin on luvassa. Italian heikko talous jääkin varjostamaan koko euroalueen näkymiä.

Olli Pusa: Turvapaikkarallin rujo talous – Oikea Media

Katsaus talouspolitiikasta 2017 – Talouspolitiikan arviointineuvosto