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EUROPE
MACRO NUMBERS
Annual
inflation up to 0.4% in the euro area – Eurostat
GDP up by
0.2% in the euro area and up by 0.3% in the EU28 – Eurostat
EZ GDP a
bit stronger than expected, slow growth ahead – Nordea
Q3 GDP
growth unexpectedly increased – Handelsbanken
Eurozone GDP: Sluggish Growth Means
Challenges Remain – WSJ
5 Takeaways
on Eurozone GDP – WSJ
Euro zone
grows faster than expected in third quarter – Reuters
Italy’s
Slump Enters Fourth Year, Complicating Renzi’s Plans – BB
German-French
Rebound Helps Euro-Area Keep Expanding: Economy – BB
German
Economy Returns to Growth as France Beats Forecast – BB
UNITED STATES
MACRO NUMBERS
US Retail
Sales strong and USD supportive – TradingFloor
Retail
sales +0.3 percent in October, stronger than expected – Handelsbanken
Retail
Sales increased 0.3% in October – Calculated
Risk
Retail
sales point to more spending zeal by U.S. consumers – Reuters
Retail
Sales in U.S. Showed Broad-Based Gain in October – BB
Strong US
retail sales – Danske
Bank
Preliminary
November Consumer Sentiment increases to 89.4 – Calculate
Risk
U.S.
consumer sentiment at more than seven-year high – Reuters
Consumer
Sentiment in U.S. Rose More Than Forecast in November – BB
ASIA
Larry
Summers Joins Japan’s Anti-Tax Bandwagon – WSJ
Japan PM
Abe's expected tax delay a new headache for BOJ chief Kuroda – Reuters
IMF urges
Japan to impose second tax hike, welcomes BOJ easing – Reuters
China’s
still leaning towers – FT
China:
tentative signs slowdown in credit growth is easing – Danske
Bank
China
lending drops sharply, fuels calls for bolder stimulus moves – Reuters
China's Industrial Output Growth In 2014
Worst In Over A Decade – ZH
OTHER
Hilsenrath’s
Take: Fed’s Rate View Being Pulled In Two Directions By Jobs, Inflation * Yellen
Says Fed Can’t Ignore World Economy * Dallas Fed’s Fisher to Retire in March
2015 * Eurozone Economy Expands at Meager Pace * China Credit Growth Slows
Europe’s
economies by and large grew modestly in the third quarter. Equities were
modestly softer in early trade as the GDP reports take pressure off the ECB to
enact further emergency monetary measures as it waits for policies announced
during the past six months to start taking effect.
Danske
Daily – Danske
Bank
FI
Eye-Opener: Recession? – Nordea
Bonds with
more gains yesterday. 10-year EUR swap rate with a record-low closing. Yields
with more room to fall today. Intra-Euro-area spreads with some widening. Lower
inflation expectations, but only slightly. G20 meeting to fall short of targets
again. French Q3 GDP with a small positive surprise. More weak GDP data from
the Euro area ahead.
Sterling
and Yen Slip Lower, Euro Stuck in Week's Narrow Range – Marc
to Market
From the
floor: All fall for the mighty greenback – TradingFloor
Aussie,
Kiwi, sterling, and the euro all took hits overnight as the US dollar continued
its ascent - and that climb looks like it's continuing. Oil slumped to another
record low, energy stocks are virtually dead in the water and gold still has no
allure.
FINNISH
Aamukatsaus – Nordea
EKP:n ankkuri ei pidä |Tänään euroalueen BKT-lukuja, Ranskan
kasvu hieman odotettua parempi | Venäjän kasvu hidastui
Syyskuussa
2014 vaihtotase ylijäämäinen, viennin arvo kasvoi – Tilastokeskus
Koko
kaupan myynti +1.5% syysk. YoY – Tilastokeskus
Kansantalouden tuotanto pieneni syyskuussa 2014 – Tilastokeskus
Inflaatio hidastui lokakuussa 1,0 prosenttiin – Tilastokeskus
Avoimia työpaikkoja Q3 vähemmän kuin vuosi sitten – Tilastokeskus