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Thursday, January 25

25th Jan - Stocks, USD weaker - dull ECB





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EUROPE
Ferdinando Giugliano: Europe's Youth Have Good Reason to Be Mad – BB
Generational inequality has been growing and is now a major challenge to European growth and social cohesion.

  EUROPEAN CENTRAL BANK
And Now, a Word from Draghi – Marc Chandler
Why This May Not Be An Easy Press Conference For Draghi – ZH
ECB Debates If 270 Billion-Euro QE Pledge Will Finally Be Enough – BB

Monetary Policy Decisions – ECB
Rates unchanged, taper Reaffirmed but may increase QE in "size and/or duration" – ZH
Introductory statement to the press conference – ECB
The Dollar Is Crashing Again... – ZH
In Stunning Development, Draghi Slams US Dollar Jawboning – ZH
Draghi Strikes Back at Mnuchin in Global Currency War of Words – BB
Draghi Sees Inflation Optimism in Recovery With Eye on Euro – BB
Initial Thoughts on Draghi – Marc Chandler
ECB review - Language to be revisited in March – Danske Bank
ECB: Higher confidence, firmer commitment – Nordea
How not to talk down the euro – ABN AMRO


UNITED STATES
How Hedge Funds (Secretly) Get Their Way in Washington – BB
Fake grass roots. An inflatable rat. Testimony with hidden ties. Billionaires are using DCI Group to make their bets pay off—while keeping the public in the dark.


  MARKETS / OTHER
Rogoff Warns "China Will Be At The Center Of The Next Global Financial Crisis" – ZH

Future U.S. Equity Returns: A Best-Case Upper Limit – Philosophical Economics

China Starts Experiment to Tame Its Wild Property Market – BB
Xi vows to grow rental market amid outcry on home prices * Local governments, developers, banks flock to the business

Goldman Shows What A Market Crash Will Do To The Economy – ZH


REGULARS
FirstFT Daily Briefing – FT
Presidents Club closure, Orban’s ruthless rise, monkey clones,

WSJ City – WSJ
ECB’s Next Step on Stimulus in Focus, Trump Willing to Testify in Russia Probe

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Brussels Playbook – Politico
Mercron does Davos — EU asylum chief under investigation — The end of Timmermania

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

US Open – ZH
Dollar Tumbles To 3 Year Low As Futures, Oil Rebound


FINNISH
Aamukatsaus – Nordea
Tänään vuorossa ovat EKP:n ja Norjan keskuspankin kokoukset | Suomen työllisyyslukujen julkaisu on erityisen mielenkiintoinen | Dollari heikentyi selvästi

Aamukatsaus – Danske Bank

EKP: Markkinat uhmaavat Draghia – Danske Bank