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EUROPE
Italian, French Bonds Feel Pain in Europe as Rout Spreads:
Chart – BB
POPULISM AFTER TRUMP’S WIN
After Brexit and Trump, Populists Target Next Dominoes in Europe – BB
After Brexit and Trump, Populists Target Next Dominoes in Europe – BB
European Politicians
Terrified By "Horror Scenario" After Brexit, Trump – ZH
Yes, President Marine Le
Pen is now more possible – Politico
Trump’s Win Hailed by
Europe’s Populists – WSJ
UNITED STATES
PRESIDENTIAL ELECTIONS
Editorial: Trump’s Duty to America – View / BB
Will Trump follow in Reagan’s footsteps? – Politico
This is What Happened to the “Trump Crash” – Wolf Street
Sign That Markets Believe in Trump's 'America First' Policy – BB
Stocks Surge With Metals as Trump Win Revitalizes Growth Outlook – BB
Business Winners and Losers in a Trump Administration – WSJ
OTHER
Financial forecasts:
Trumpening happened – but it didn’t matter – Nordea
The overall, generally contained, market reaction seen so far after the
US election is a surprise to us. Against that background, we generally stick to
our financial forecasts from early October, at least until we learn more about
President Trump’s intentions. Specifically, we continue to expect a Fed rate
hike in December. That said, risks to our baseline forecasts have obviously
increased after the Trump win.
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
POTUS Trump; CPI in the Nordics * Financial
forecasts: only minor changes after Trump win * Volatile morning but calm
afternoon for rates * USD reversed initial losses to end the day amongst the
winners
Morning Markets
– TF
In what might yet prove an art of
irrational defiance markets have swung into risk-on mode as they shrug off the
surprise of Donald Trump's electoral victory and cling to the hope that the
reality of his presidency will not match his campaign rhetoric.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
US Dollar, Equities, and Commodities
Firmer as Reflation Trade Takes Hold
Daily Market Comment
– Macro Man
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
Markets digest Trump * Fed odds * Oil
output * Stocks rally * Commodities surge
US Open – ZH
Everything Is Soaring As Trump Makes
Buying Stuff Great Again
Frontrunning
– ZH
FX Update
– TF
The US dollar has reversed hard back
to the upside as the fear trade had no legs and after a weak US bond auction
underpinned a wave of US treasury selling that drove US long rates sharply
higher.
FINNISH
Aamukatsaus – Nordea
Markkinat selvisivät hengissä vaalihumusta * Pidämme
kiinni lokakuun alun valuutta- ja korkoennusteestamme * Riksbankilta
odotettavissa lisäelvytystä joulukuun kokouksessa * USA:n korot sulkivat
edellispäivää korkeammalla tasolla
Mitä on
populismi? – Jukka
Hankamäki