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EUROPE
Don’t dismiss migration
concerns if you care about open borders – Open
Europe
EU Is Getting Better at
Doing Nothing on the Migrant Crisis – euinside
EUROPEAN CENTRAL BANK
ECB preview: Expect promises to deliver in December – TF
Live
Analysis – FT
Live
Analysis – WSJ
Live
Analysis – MarketWatch
Monetary policy decisions – ECB
Introductory
Statement – ECB
Press
Conference – ECB
Draghi increases bets for December action – Carsten
Brzeski
Draghi Signals New Stimulus May Come This Year for Euro Area – BB
Euro Drops as Draghi Gives Investors the QE Hints They Wanted – BB
ECB signals December policy review, money-printing unchanged – Reuters
ECB to stay put, keep door open for more stimulus – Reuters
ECB prepares an easing package for December – Nordea
More ECB QE? Perhaps best when the Fed raises – Reuters
The City cheers Draghi, but his QE weapon lacks firepower – The
Guardian
ECB: expect QE expansion in December, but no rate cut for now – Pictet
Goldman Expects "Plenty Of Downside" For EUR, Reiterates 0.95
Target – ZH
OTHER
It’s Time to be Neutral or Short Risk – GMT
REGULARS
Morning MoneyBeat Asia – WSJ
U.S. Stocks Down, Led by Health Care
Again
Morning MoneyBeat Europe – WSJ
ECB in Focus
Morning MoneyBeat US – WSJ
Stocks Quietly Rise in October, But
Sit at a Crossroads
Danske Daily – Danske
Bank
Global Daily – ABN
AMRO
We look at to what extent further
ECB easing is priced in to markets as well as scenarios *
Markets are pricing in a 30% chance
of a 10bp deposit rate cut by year end * Meanwhile, a QE extension is more
priced in than an increase in the pace of monthly purchases
Euro rates update – Nordea
Eye-Opener – Nordea
Lower yields and stable EUR/USD
ahead of ECB * Draghi – dovish, but how dovish? * German yields reverse part of
the jump from the day before * NOK hit again
Morning Markets – TF
With the Eurozone's
economic recovery slipping from modest to near-imperceptible, the pressure is
on the ECB to act. While today's meeting may not see the launch of new stimulus
measures, investors will be looking for signs of what the centrasl bank's plans
are for December when its next round of macro predictions are released.
Daily FX Comment – Marc
Chandler
Double-D as in Draghi`s Day
Daily Shot – TF
GDP figures for China have been
heavily discussed recently. Data by sector shows that slowdown is more severe
in the so called old economy. In the meanwhile in Europe Mario Draghi should be
glad as the largest focus for private credit investors is direct lending in
Europe.
Daily Press Summary – Open
Europe
BoE praises single
market but warns of potential risks to financial stability from EU membership *
New poll finds Corbyn could play pivotal role in EU referendum outcome *
EPP pledges “complete
reform” of European Asylum System * European Commission publishes new proposals
to strengthen Eurozone integration * New Spanish jobs data provides boost for
government ahead of general election * Greek cabinet to discuss further
measures needed to unlock bailout cash
Brussels Playbook –
Politico
US Open – ZH
Futures Firm On Hope
Draghi Will Give Green Light To BTFD
Frontrunning – ZH
Euro traders are holding their
breath as there is widespread consensus that today’s ECB statement will be
heavy on the dovish rhetoric and light on actual policy action. So what is the
surprise scenario that will take the euro in a new direction after months of indecision?
Markets keenly await
news from the European Central Bank's governing council today, which is broadly
expected to issue a dovish statement but refrain from any new concrete policy
action.
FINNISH
Joulukuun
koronnosto vaatii pohjustusta Fediltä * Portugali ampumassa itseään jalkaan * EKP:lta
ei odotettavissa uusia toimia tänään * Valtionlainakorot painuivat eilen
alaspäin
Eurooppa
valvoo ja vatuloi – Verkkouutiset
Poliitikon
tyly arvio Suomesta: ”Länsimaisen demokratian parodia – Moskovan varjo
näkyvissä” – SK
Georg C. Ehrnrooth lähetti vuonna 1980 amerikkalaisille
muistion, jossa hän haukkui Kekkosen ja eduskunnan.
Mistä
investointien vaimeus johtuu? – Suomen
Pankki