Google Analytics

Thursday, January 4

4th Jan - Another rally day

Follow ‘MoreLiver’ on Twitter

Italian Election--Two Months and CountingMarc Chandler

Trading Volumes Crash As MiFID II Regulations Go Into Effect In EuropeZH

Trump’s Break With Bannon Over Book Forces GOP to Choose SidesBB
Split with strategist benefits Senate GOP Leader McConnell * Bannon remarks fuel cry of ‘fiction’ from White House

These Classic Charts Are Confounding Economists BB
A debate is raging on what the flattening of the yield curve and the Phillips curve mean for U.S. growth.

Zandi Warns Of "Overheating" As ADP Payrolls Surge In December – ZH
5 Things to Watch in the December Jobs Report – WSJ
ADP and jobless claims show a tightening job market – Edward Harrison
Employment Report December 2017 – ADP
U.S. private payrolls growth accelerates; jobless claims up – Reuters

Minutes Preview: Janet's Farewell – ZH
FOMC Minutes – FED
"Most" Back Rate Hikes, "Several" Fear Low Inflation, Financial Stability Risks – ZH
Gold Drops, Dollar Pops - "Some" Favor Faster Rate-Hikes – ZH
New Tax Law "would likely provide a modest boost to capital spending" – Bill McBride
Inside the Fed’s December Meeting: The Annotated Minutes – BB

FirstFT Daily BriefingFT
Chip security flaw, Spotify IPO, Trump’s neurology

The Biggest Risk for the Eurozone’s Booming Economy, Trump Denounces Bannon, the Attraction of Automation

“Best of the web” daily chartsLukas Daalder

Lower German yields despite Nowotny’s comment * FOMC minutes indicated continued concerns about low inflation * EUR/USD approaching 1.2 on strong ISM and construction spending figures

Daily Market Comment Marc Chandler
Greenback Continues to Consolidate Recent Losses

Brussels PlaybookPolitico
Oettinger’s secret Mangold letters — Mogherini does Cuba — Explosive Trump book

Five Things You Need to Know to Start Your DayBB

Stocks Smash Records Around The Globe; Nikkei Has Best Annual Start Since 1996