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EUROPE
EU ministers reject
Austria’s call to freeze Turkey membership talks – Politico
German 2Y Yields Hit
All-Time Lows on Record Collateral Shortage – ZH
Sizing up the changes in
ECB’s monetary policy – Pictet
UNITED STATES
TRUMP
Trump’s Threat Damps Companies’ Plans to Move U.S. Jobs Abroad – BB
Trump’s Threat Damps Companies’ Plans to Move U.S. Jobs Abroad – BB
How Donald Trump’s New Top Economic Adviser Views the World – WSJ
Rex Tillerson, America’s next top diplomat – Politico
Trump presidency: Rick Perry picked as US energy secretary – BBC
Trump election: The people around the president-elect – BBC
FEDERAL RESERVE
The Fed Nailed 2016, If You Ignore Their Rate Outlook – BB
Fed set to hike rates, policy outlook now hinges on Trump presidency – Reuters
Countdown to first Fed hike in a year under way, but focus shifting to
2017 – Reuters
What Wall Street Is Paying Attention To In Today's Fed Statement – ZH
The Set Up In Bonds As The FOMC Considers A Second Rate Increase – Fat Pitch
OTHER
Global: You've Come a
Long Way – Nordea
Dots or not, markets have come a long way in a short time. The risks for
negative data surprises is also on the rise, at a time when markets may have
become quite sensitive to just that.
Markets in 2017:
Elements of Surprise – Nordea
A sizable fiscal boost from Mr Trump coinciding with a Fed too timid to
tighten policy would reinvigorate inflation fears, lead to skyrocketing bond
yields and deliver a hit to the USD. Even 10-year yields above 5% are
conceivable. Watch your step!
BIS quarterly says a risk of paradigm shift – Marc Chandler
Rising Trade Tensions – Marc Chandler
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
All eyes on the Fed policy decision
* Euro area yields lower * Tankan pushes JPY lower
Morning Markets
– TF
The outcome of the Federal Reserve
meeting this evening dominates the agenda. A 0.25% rise in the base interest
rate is a certainty but what is less clear is what the president-elect Donald
Trump will have to say via his now notorious Twitter feed.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Markets Quietly Edge into FOMC
Meeting
Daily Market Comment
– Macro
Man
The key for the Fed today is not
what they do, but how they do it.
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
Rate decision * Bond outlook *
Brexit, just not yet * Markets slip * Trump’s transition
US Open – ZH
Stocks And Crude Slip, Bonds Rise
Ahead Of Fed's Rate Hike Announcement
Frontrunning
– ZH
FX Update
– TF
Fed chief Janet Yellen and company
face a tough task in communicating with the market tonight as bond yields have
exploded higher and equities have done the same. But is this market really
focused on the fully priced Fed hike tonight or on longer-term prospects for
the market in 2017?
FINNISH
Aamukatsaus – Nordea
Fed nostaa, mitä sanoo Trump? * USA:n vähittäismyynnin
kasvun odotetaan hidastuneen marraskuussa * Euroalueen teollisuustuotanto on
käynnistynyt heikosti viimeisellä neljänneksellä * Japanin keskuspankki lisäsi
velkakirjojen ostoa korkojen laskemiseksi
Aamukatsaus – Inderes