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EUROPE
Erdoğan threatens to open borders to migrants – Politico
The Autumn Statement marks the return of
austerity – Simon Wren-Lewis
Eurozone Outlook – Will politics derail the
recovery? – ABN AMRO
Euro Rates Outlook – Bond yields past their lows – ABN
AMRO
London Home Values
Surpass 14 Times Earnings for First Time – BB
U.K. Economy Shows No
Sign of Brexit Effect as Spending Rises – BB
OTHER
Jakobsen: 'The old names
are going down in flames' – TF
Jakobsen called Clinton defeat in March, anticipated Trump policy * 'Elite
consensus' being rejected by voters * Elites seek 'further globalisation,
further centralisation of power' * Politics, culture represent lagging
indicators; economics comes first *'Change will not come because we want it,
but because we need it'
Jan von Gerich: Bonds:
Trump dump not over - Nordea
Even after the big Treasury sell-off, it is easy to find arguments of why
bonds may take another hit. Pricing in more policy uncertainty alone would turn
into higher yields. Such moves could be amplified by worries of US inflation
finally picking up.
Monthly Commodity
Update: The Trump effect – ABN AMRO
FX Forecasts – ABN AMRO
Is EURUSD finally
getting ready for its 'big breakout´? – TF
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
US back, USD and yields take a
breather, stronger SEK * UK economy continued to grow after the Brexit vote * Yields
slightly lower on a slow day marked by US Thanksgiving holiday
The SEK strengthens on very strong
confidence data
Morning Markets
– TF
The Thanksgiving holiday on Wall
Street on Thursday left Asian markets without their usual solid lead today. In
forex markets the selloff in emerging market currencies continues with India's
rupee and the Turkish lira losing ground.
Daily Market Comment –
Marc
Chandler
Corrective Forces Emerge, but
Underlying Trend is Evident
Daily Press Summary
– Open
Europe
Brussels Playbook –
Politico
Five Things You Need to Know to Start Your Day – BB
Brexit effect * Bond rout * Lira
falls * Markets quiet * Black Friday
US Open – ZH
Furious Dollar Rally Fizzles On
"Black Friday"; US Stocks Set To Open At New All-Time Highs
Frontrunning –
ZH
FX Update –
TF
After another furious run higher in
USDJPY over the US Thanksgiving holiday the USDJPY rally finally faltered a bit
this morning but any countertrend moves in the US dollar’s bull run may prove
fleeting and the last leg of the USDJPY rally has been mostly about the JPY not
the USD which has already consolidated elsewhere.
FINNISH
Aamukatsaus – Nordea
USA:n vaalituloksesta myös piristystä viennille? * Turkin
keskuspankki pyrki pönkittämään liiraa nostamalla repokorkoa 50 korkopisteellä
* Ruotsin kruunu vahvistui suhteessa G10 valuuttoihin * USA:ssa julkaistaan
marraskuun ostopäällikköindeksit