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EUROPE
Highlights from the 1st
ECB Annual Research Conference – vox
New book on long-term
unemployment – vox
Link to the book – vox
Italy, seven others
under EU budget hammer – Politico
The Italian Job – Marc Chandler
U.K. Inflation
Unexpectedly Slows as Carney Prepares to Testify – BB
Germany: Slow growth in
Q3, a bit more more expected going forward – Nordea
German Cooling, Italy
Rebound Keep Euro-Area Growth at 0.3% - BB
UNITED STATES
Ray Dalio Is Bullish on Trump Presidency, Bearish on Bonds – BB
Trump poses problems for the Fed – TF
The Next Debate at the Fed Will Be About the 'Monetary Offset' – BB
Wages Climb Higher, Faster – Macro Blog
OTHER
Oil Rebounds From 8-Week Low as OPEC Said to Work to Secure Deal – BB
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
The selloff comes to a halt, watch
out for Nordic data * European GDP data and Swedish inflation * The UST selloff
comes to a halt. 10Y spread between Italy Spain peaking * USD stronger, the
Mexican Peso stabilizes
Morning Markets
– TF
Equities lost ground across Asia
today in a sign that the post-Trump surge is running out of momentum. In
commodities crude has rebounded and there are concerns that copper may have
been overbought following a sharp rise in prices on hopes on a post-Trump
infrastructure splurge.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Investors Catch Breath, Markets
Consolidate
Daily Market Comment
– Macro Man
Theme-atic
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
Bonds find a bid * Mixed euro-area
growth * Commodity reversal * Markets mixed * U.K. inflation, Carney testimony
US Open – ZH
Bond Rout Ends As Trump
"Reflation Rally" Fizzles Sending Dollar Lower; Iron Ore Plunges
Frontrunning –
ZH
FX Update
– TF
The USD rally extended a bit
yesterday but finally took a breather overnight and this morning. The rally has
extended far enough that the greenback can afford some consolidation without
threatening its bullish credentials.
FINNISH
Aamukatsaus – Nordea
Japanin 10-vuoden korko nousi nollan yläpuolelle * Suomen
inflaatio on hiljalleen kiihtymässä * USA:n vähittäismyynnin odotetaan kasvaneen
vahvasti * Euroalueen BKT:n kasvu on kiihtynyt vuoden toisella puoliskolla
Tehoton pankkisektori EKP:n jarruna – Nordea