EUROPE
European reform and the
German model to the rescue – Edward
Harrison
Eurozone winners and
losers – Edward
Harrison
Last chance? Merkel
maneuvers for coalition re-run with SPD – Reuters
Would-be coalition
partners optimistic before exploratory talks – Reuters
MARKETS
/ OTHER
How Much Can Buybacks
Rise on Tax Cuts? This Estimate Says 70% - BB
Dollar amount of buybacks among U.S. stocks may rise to $875B * Level of
completed buybacks fell to near 2013 low: Birinyi
"Get Ready For The
End Of Goldilocks" - SocGen's 7 Key Calls For 2018 – ZH
MiFID Shake-Up Goes Smoothly Even as Trading Volumes Dry Up – BB
REGULARS
UK eyes TPP, Trump warns North Korea, Japan Inc’s troubles
Silicon Valley Investor Peter Thiel Places Moonshot Bitcoin Bet, How
Mifid II Could Spark Dealmaking
Optimism on the first trading day * Cœuré says ECB QE could end this year
* EUR/USD holds above 1.20 * FOMC minutes and ISM today * Yields increase in
core markets
Dollar Stabilizes, but Sees Little Recovery
The day of the MiFIDs — UK wants in on TPP — Bulgarian corruption fight
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
World Stocks Smash New Records; Europe Rebounds As Dollar Slide Ends,
MiFID Begins
Frontrunning – ZH