EUROPE
Russian budget:
how sensitive to sanctions? – Nordea
Risks
of sovereign debt sanctions emerged exactly when Russia decided to increase its
reliance on borrowing. Will the government be able to finance massive
initiatives of the next presidential term with less favourable borrowing
conditions?
UNITED STATES
Midterms pave the
way for a US slowdown – ABN
AMRO
US midterms: a case
of the blues… – ING
The
US midterms threw up some surprises, but we have a split Congress. President
Trump's legislative agenda risks being constrained as a result, which will make
it harder to generate a platform that will stand him in good stead for a
defence of his presidency in 2020
Leonid Bershidsky:
Europe's 2018 Takeaway: Trump Is No Fluke – BB
Commentators
and politicians see the mixed outcome as evidence Americans would back the
president for a second term.
Jan von Gerich: Divide
and rule
– Nordea
US
midterms are set to result in a divided Congress, largely paralyzing Trump’s
domestic agenda. He will probably try to govern with executive orders and
further escalate the trade war, which will add downside risks to risk appetite
and the dollar.
OTHER
The Stock Market
Correction in Context: Are Equities Cheap or Expensive? – PIIE
REGULARS
EU
Open Rundown
– RANsquawk
Brussels
Edition Daily
– BB
Brussels
Briefing
– FT
FirstFT
Daily Briefing –
FT
Danske
Daily
– Danske
Bank
Divided congress - limited market impact
Daily
Market Comment
– Marc
Chandler
Equities and Bonds Jump While the Dollar
Slumps
Brussels
Playbook
– Politico
Republicans keep Senate, Dems take House —
Timmermans reignited — Šefčovič speaks
Five
Things You Need to Know to Start Your Day – BB
US
Open
– ZH
The Morning After: S&P Futures Surge
On Gridlock, Dollar Slides
US
Open Rundown
– RANsquawk
Aamukatsaus – Nordea
Demokraatit
saavuttamassa enemmistön USA:n edustajainhuoneessa | Tänään markkinoiden huomio
kiinnittyy USA:n välivaalien tuloksiin, Suomesta saadaan ulkomaankaupan lukuja
| USA:n korot pienoisessa nousussa, öljyn hinta jatkoi laskuaan