EUROPE
Dimon Says Euro Zone May Not Survive Without
Change in Direction – BB
Pierre Moscovici calls for ‘more Europe’ to fend
off populists – Politico
Commissioner said his
successor’s powers should be equivalent to that of a European finance minister.
UNITED
KINGDOM
Hard Brexit - new GBP
forecast – Nordea
Editorial: The Risks of
‘Brexit Means Brexit’ – BB
Europe reacts to Theresa
May’s speech – Open
Europe
UNITED STATES
Equities: Driven by
Trump or Macroeconomics? – CME
U.S. industrial output
rises 0.8 percent as utilities surge – Reuters
OTHER
Davos Elite Seeks Fixes
to Defend the System From Populists – BB
IMF’s Lagarde speaks at Davos panel on middle-class crisis * Bridgewater’s
Ray Dalio says globalization might be ending
REGULARS
A confirmed hard Brexit, still
leaves us in murky waters, new GBP forecast * US yields drop, the 10-year Bund
unchanged * May boosts GBP, Trump plunges USD
Forex markets remain tumultuous
after the pound surged to new highs in the wake of UK PM May's Brexit speech
Tuesday. USD meanwhile is paring its losses but remains fragile ahead of Donald
Trump's Friday inauguration.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Markets Stabilize, Awaiting Fresh
Cues
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
10 things you need to know before the opening bell – BI
US Open – ZH
"Everything Is A Partial
Reversal Of Yesterday" - Stocks, Dollar Rebound Following Trump Scare
Frontrunning
– ZH
The currency market has a few things
to decide over the next three trading days – whether sterling can hold the
rally after May’s Brexit speech whether tomorrow’s ECB meeting will impact the
euro and finally whether it is time to get long the USD again as Trump is set
to take the oath of office on Friday.
FINNISH
Inflaation herättely kantaa hedelmää, Yhdysvalloista
odotettavissa vahvoja inflaatiolukuja * Ison-Britannian hallitus on valmis hyväksymään
kovan Brexitin * Trumpin kommentit liian vahvasta dollarista aiheuttivat
epävarmuutta Yhdysvaltain markkinoilla
Jospa kolme
tuoretta puheenvuoroa eurosta pitäisivät kaikki paikkaansa? – Peter
Nyberg