Google Analytics

Friday, February 9

9th Feb - Still red, but trying to bounce



Follow ‘MoreLiver’ on Twitter

EUROPE
Leonid Bershidsky: The EU Doesn't Want to Be More Democratic – BB
The Brussels establishment is rejecting attempts to make it more transparent and accountable to voters.

Euro area inflation: the Phillips curve and the ‘broad unemployment’ hypothesis – Pictet

France warns of ‘red line’ over German-backed eurozone reform – FT
Le Maire critical of plan to impose debt writedowns on investors in bailed out countries


UNITED STATES
No Shutdown: Congress Passes Two-Year Budget Deal – ZH
Here's What's In The Budget Deal – ZH

Has Anyone Seen the President? – BB
Michael Lewis goes to Washington in search of Trump and winds up watching the State of the Union with Steve Bannon.


MARKETS / OTHER
Markets Do Test New Fed Chairs – LPL
After the selloff, what’s changed? Not much – BlackRock
"Worst Case Scenario": Morgan Stanley Warns "Selling Has Shifted" – ZH
"Worst Case" Confirmed: Biggest Weekly Fund Outflow In History – ZH

Paul Tudor Jones: "This Market Feels Like Japan In 1989 Or The US In 1999" – ZH
BofA Predicted The Crash: Here's What It Thinks Happens Next – ZH
People Get Creative When Explaining the Market Correction – BB
Contagion: Credit Crashes To 14-Month Wides Amid Soaring Outflows – ZH

5 Signs Of A Tradable Bottom For US Stocks – ZH
Dow Jumps 500 Points In 20 Minutes Back To Green – ZH
Equity markets in a new regime – Pictet
Matthew S Levine: Inverse Volatility Products Almost Worked – BB

$XIV Volpocalypse – Kid Dynamite
Goldman's Annotated Chart Showing The History Of Bitcoin – ZH


REGULARS
FirstFT Daily Briefing – FT
Market correction, US government shutdown, misleading stats

WSJ City – WSJ
Heavy Selling Follows US Correction, Fund Flows Go Into Reverse, Senate Approves Two-Year Budget Deal

WSJ Economics – WSJ
Markets vs. the Economy | U.S. Budget Breakthrough | Companies See Signs of Inflation

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Equity Sell-Off Extends to Asia, but More Muted in Europe

Brussels Playbook – Politico
Olympic fever — Avramopoulos in bribery drama — Washington stumbles into second shutdown

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

US Open – ZH
Asia Crashes, Europe Slides, US Rebounds But Yields Resume Ominous Rise

Frontrunning – ZH


FINNISH
Aamukatsaus – Nordea
Osakkeissa nähtiin jälleen eilen laskupäivä | Tänään katse kääntyy Norjan inflaatioon ja BKT-lukuihin | Englannin keskuspankki säilytti rahapolitiikan ennallaan

Aamukatsaus – Danske Bank

Jussi Lindgren: Emun kehittämisessä tarvitaan realismia – HS
Euroopan talous- ja rahaliitto tarvitsee uusien toimielinten sijaan markkinakuria.