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EUROPE
For Refugees, No German Doesn’t Mean No Chance – BB
A new survey finds
patchy educational attainment but a basic identification with German values
UK
AUTUMN STATEMENT
U.K. Cuts 2017 Growth
Forecast and Plans to Increase Borrowing – BB
5 takeaways from the
UK’s Autumn Statement – Politico
Hammond bets on project
spending to offset slowing growth – FT
ITALY
Carmen Reinhart: Fleeing from Italy – Project Syndicate
Carmen Reinhart: Fleeing from Italy – Project Syndicate
In Italy’s December 4
referendum, voters will approve or reject the country’s most extensive
constitutional reforms since the monarchy was abolished at the end of World War
II. But the vote also amounts to a broader choice about continued eurozone
membership – a decision made more urgent by accelerating capital flight.
To Understand Europe’s Political Tremors, Take a
Look at Italy – BB
A Dec. 4 vote gives a
foretaste of ballots across the region.
Mark Gilbert: Bond Market Is Right to Worry
About Italian Vote – View
/ BB
NOVEMBER PMI
PMIs: stable growth and somewhat higher inflation pressure in the
pipeline – Nordea
Euro zone business grows at fastest rate this year in November – Reuters
Euro-Area Growth Gathers
Pace as Orders and Prices Rise – BB
Signs of higher growth
and inflation in the euro area – Pictet
Flash France Composite
PMI – Markit
Flash Germany Composite
PMI – Markit
Flash Eurozone Composite
PMI – Markit
UNITED STATES
U.S. factory, confidence data brighten economic outlook – Reuters
US Manufacturing PMI Rebounds To 13 Month Highs – ZH
U.S. consumer sentiment at six-month high after U.S. election: UMich – Reuters
Consumer Sentiment in U.S. Jumps After Trump Election Victory – BB
US data review – Daiwa
OTHER
El-Erian: Central
Bankers Hope Trump Eases Their Burden – View / BB
Investors Have Hit the
Pause Button on a Number of 'Trump Trades' – BB
Helicopter Money Has
Arrived... And Nobody Noticed: Here's Why – ZH
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Euro area bonds rally * Norwegian
oil investment survey for 2017 important for Norges Bank * Bobl goes below
-0.4% triggering bond rally * The GBP hit by autumn budget and MEP comments,
Morning Markets
– TF
Equity markets continue to soar on
expectations of massive public spending from Trump but given his desire to rein
in the Fed's balance sheet are they going too far too fast?
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Dollar Sees Flat Consolidation while
the Equity Advance Fizzles in Europe
Daily Market Comment
– Macro
Man
One small observation before driving
off
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
OPEC deal or no deal * PMI day * BoE
Autumn statement * Market rally fading
US Open – ZH
Futures Flirt With Records As Asian
Stocks Rise; Commodities, Dollar Take A Breather
Frontrunning
– ZH
FX Update
– TF
Currencies have gone quiet for the
most part and are trying to hibernate until next week as most of the US is off
for a four-day weekend but let’s see if USD bulls are patient enough to wait
that long...
FINNISH
Aamukatsaus – Nordea
Euroalueen
korkoerot leventyvät * EURGBP on palautunut osin maanantain pudotuksesta * Päivän
tärkein julkistus ovat euroalueen marraskuun ostopäällikköindeksit * USA:ssa
julkistetaan Fedin kokouspöytäkirja