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Tuesday, January 23

23rd Jan - Another green day

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Berlusconi, Italeave and How to Checkmate GermanyTom Luongo

Berlusconi Learns New Tricks as Italy Braces for Shock ComebackBB

ECB Crib Sheet: Your guide to potential market movementsING
Taming the hawks * High hurdle to send EUR lower * Hawkish surprise less likely after recent ECB push back

No change in guidance, but verbal intervention on euro

Bank bad loan woes require long-term solutions: France's Le MaireReuters
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 reliefReuters

Government reopens but might shut down again early February – Danske Bank
Schumer Rescinds Wall Offer to Trump in Immigration Talks – BB

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 MessagesZH

180 Years of Stock Market DrawdownsBen 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 ExpectationsBB
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 ReportBB
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 IdeaBB
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

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

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

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Dollar Stabilizes Near Recent Lows

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

Five Things You Need to Know to Start Your DayBB

S&P Futures Suddenly Slide Amid Growing Trade War Fears


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 päänvaivaaNordea
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 talousOikea Media

Katsaus talouspolitiikasta 2017Talouspolitiikan arviointineuvosto