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EUROPE
Eurodespair – Frances Coppola
Economists &
Eurozone: wake up calls and political capture – Simon
Wren-Lewis
Commission’s plan for
common deposit insurance – dead on arrival? – Open
Europe
Germany wants to be a
Brexit broker – Politico
Why Portuguese Politics
Matter – Marc
Chandler
The Le Pens and France’s
fear factor – Politico
MACRO NUMBERS
Ifo Business Climate Index Rises Markedly – CESifo
German Business Confidence Rises in Sign of Robust Economy – BB
November Ifo beats estimates – Carsten
Brzeski
Domestic Demand Led German Economic Growth in Third Quarter – BB
Germany: Strong Ifo numbers, robust economy – Nordea
UNITED STATES
"Sell In December And Go Away" – ZH
Why Goldman Sees The Market Going
Nowhere In 2016
MACRO NUMBERS
Economy in U.S. Expands More Than First
Estimated on Inventories – BB
Q3 GDP Revised Up to 2.1% Annual Rate – Bill
McBride
U.S. Third-Quarter GDP – At A Glance – WSJ
Economists React to Third-Quarter GDP:
‘Positive for Consumers’ – WSJ
Revised Higher: Inventories Surge,
Personal Consumption Disappoints – ZH
Real PU.S. GDP growth raised for third
quarter – Reuters
Prices and Price-to-Rent Ratio in
September – Bill
McBride
OTHER
Deutsche Bank: The Market Is Saying Larry
Summers' Gloomy View Is Right – BB
Deutsche Bank Co-CEO Cryan Says Bankers Still
Paid Too Much – BB
REGULARS
Morning MoneyBeat Asia – WSJ
U.S. Stocks Quiet As Holiday Week
Gets Underway
Morning MoneyBeat Europe – WSJ
Stocks Hit; Downed Jet Fighter
Escalates Tension
Morning MoneyBeat US – WSJ
What Happens if 2011 Comparisons
Hold This Week
Danske Daily – Danske
Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Euro-area PMIs signal broad-based
growth: * Bund yields rise on growth surprise * EUR weaker despite positive
euro area growth news * Oil survey from Norway due
Morning Markets – TF
The post-NFP prospects
for a December rate hike have made for an interesting November, but markets are
now combing the data for signals of any and all upcoming surprises: What is the
Fed planning? What about the ECB? Will Opec cut production levels next week?
Today's trade will be looking for signs and portents.
Daily FX Comment – Marc
Chandler
Dollar Softens,
Consolidation Phase Continues
Daily Shot – TF
While markets are broadly trading a
US recovery narrative that will take a December rate hike as its confirmation,
there are a few worrisome rumbles coming from the country's manufacturing and
housing sectors.
Daily Press Summary – Open
Europe
New poll shows majority
of British voters back Brexit, as Leave.EU proposes merger with rival Vote
Leave campaign * German government unites on EU ‘refugee quotas’ with Turkey,
while critical voices call for national upper limits * Poland wants to
renegotiate its EU refugee quota after Paris attacks * France seeks new powers
to monitor terror-suspects’ bank accounts * Portuguese President demands
compliance with EU fiscal rules as pre-condition for leftist government * New
poll: Ciudadanos leader enjoys highest approval rating among main Spanish party
leaders * European Commission to unveil proposal for single deposit guarantee
scheme, as Germany and Austria remain skeptical * Green MPs file complaint at
Germany’s highest court against Schäuble’s ‘temporary Grexit’ plan * EU looks
to extend sanctions on Russia by six months
Brussels Playbook – Politico
Brussels starts to stir
— COP21 preview — NATO reads
US Open – ZH
Global Stocks Slide,
Futures Drop After Turkey Shoots Down Russian Warplane
Frontrunning – ZH
The USD picture remains in a
short-term limbo as traders eye the US Thanksgiving holiday later this week.
Meanwhile, the JPY continues to edge stronger and AUD has to make a statement
on way or another today as the RBA’s Stevens is out speaking.
Rumours that China could
be poised to let the yuan depreciate once the yuan is officially part of the
IMF's SDR lifted Chinese stocks out of the red on Tuesday.
FINNISH
Euroalueen
luottamus viittaa piristyvään kasvuun * Argentiina matkalla
markkinavetoisemmaksi taloudeksi * Ruotsin väestön ennakoidaan kasvavan
räjähdysmäisesti * Euroalueen hyvät PMI-luvut eivät riittäneet vahvistamaan euroa