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EUROPE
EUROPEAN
CENTRAL BANK
The Market's All-In But "There's A Significant Chance Draghi Disappoints" – ZH
The Market's All-In But "There's A Significant Chance Draghi Disappoints" – ZH
Monetary Policy
Decisions – ECB
Introductory statement
to the press conference – ECB
Macroeconomic
projections for the euro area – ECB
ECB adjusts parameters
of its asset purchase programme (APP) – ECB
Eurosystem introduces
cash collateral for PSPP securities lending facilities – ECB
ECB: Dovish Taper or Hawkish Ease? – Marc Chandler
ECB Stuns Markets,
Announces Tapering Of Bond Purchases To €60 Billion – ZH
Euro surges then slides after ECB bond-buying extension – Reuters
Euro surges then slides after ECB bond-buying extension – Reuters
ECB spooks bond markets
with stimulus slowdown – Reuters
ECB to scale back asset
buys as it extends to end-2017 – Reuters
ECB Expands Stimulus to
$2.4 Trillion as Monthly Purchases Slow – BB
Bonds Extend Drop on ECB
Plan as Stocks Rise, Euro Fluctuates – BB
Draghi Says ECB Can Do
More as Stimulus Reaches $2.4 Trillion – BB
ECB Introduces Cash
Collateral To Resolve Collateral Shortage – ZH
QE for longer but at a
slower pace – a slightly hawkish twist – Nordea
ECB review: Denying the
tapering – Nordea
Markets: Go Ahead and
Reduce QE—Just Don’t Call It a Taper – WSJ
The ECB’s Tough
Balancing Act on the Repo Market – WSJ
UNITED STATES
El-Erian: 5 Things to
Watch For in Next Week's Fed Meeting – View / BB
OTHER
Global House Prices:
Time to Worry Again? – IMF
Best economic links of
the web - Robeco
Perspectives December
2016 – Pictet
Nomura’s 10 Grey Swan
Events For 2017 – ZH
From deflation to
reflation, from bonds to equities
FX charts from HSBC – FT
Economic Outlook Winter
2017 – Nordea
BofA Warns Trumpflation
Might Break The "Buy The Dip" Trade – ZH
The silent man of
LuxLeaks fights back – Politico
The reporting of market
ups and downs is not really a joke – Simon Wren-Lewis
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
USD rally fading, lower rates ahead
of ECB * Watch out for the ECB’s measures and words * Rates decline ahead of
ECB * USD broadly weaker, with TRY, ZAR outperforming * Nordea Economic Outlook
out today
Morning Markets
– TF
Today's ECB meeting is not expected
to result in any movement in interest rates but traders are eyeing the
potential for both an extension of the bank's QE programme as well as some talk
of an eventual bond-buying taper.
Euro wrap-up –
Daiwa
Daily Market Comment –
Marc
Chandler
Dollar Heavy into ECB
Daily Market Comment
– Macro
Man
Ten points on today's ECB meeting
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
ECB day * Silver rigging * Russian
oil sale * Markets rise * China exports
US Open – ZH
Global Equity Euphoria Prepares To
Meet Mario Draghi
Frontrunning
– ZH
FX Update
– TF
After a whiplash-inducing turnaround
to start the week as the Italian refrerendum failed to push the euro lower the
next key test for the single currency lies dead ahead with today’s ECB meeting.
Given the recent euro strength it appears that shorts are most concerned about
guidance on an eventual taper of QE purchases even if an extension is also in
the offing.
FINNISH
Aamukatsaus – Nordea
Nordealta tänään optimistisia talousnäkymiä * Euroopan
keskuspankki pitää tänään vuoden viimeisen rahapoliittisen kokouksensa *
Italian presidentti aloittaa neuvottelut väliaikaishallituksen muodostamisesta *
Kiinan pääomien ulosvirtaus kiihtyi marraskuussa odotettua enemmän
Suomi: Älä innostu liikaa – Nordea
Suomen talous jatkaa 1,0 prosentin nousu-uralla.
Kotimaisen kysynnän veto alkaa kangistua, mutta henkilöautojen valmistus
paikkaa ja vauhdittaa vaisua tavaravientiä tilapäisesti vuonna 2017. Nopeampi talouskasvu vaatii viennin laajempaa piristymistä
Talouskatsaus Talvi 2017 – Nordea
Talouskatsaus Talvi 2017 – Nordea
Finland:
Selected Issues – IMF
Finland:
2016 Article IV Consultation – IMF
Finland
: Financial System Stability Assessment – IMF