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EUROPE
Nordic Outlook - January 2017 – Danske Bank
Euro Sovereign Playbook 2017: Steeper and
steeper – ABN AMRO
What Brexit Economic Shock? UK Services PMI at
17 Month High – Forbes
The Financial Education of the Eurozone – Christopher Smart
UNITED STATES
5 Things to Watch in the
December Jobs Report – WSJ
A Few Thoughts Ahead of
the US Jobs Report – Marc
Chandler
OTHER
FX: the USD and
Presidential Inaugurations – Nordea
Hopes are high that President-Elect Trump will prompt a further near-term
boost to the USD, possibly in conjunction with the Presidential Inauguration.
What is the historical pattern of the USD surrounding such events?
Yield Forecast Update – Danske Bank
Yield Forecast Update – Danske Bank
Higher yields but mainly in H2 17
Noah Smith: 5 Economics Terms We All Should Use – BB
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Risk of faster Fed hikes, Chinese
data improve, more PMI numbers * Euro-area inflation jumps * Long supply ahead
in the bond market * USD somewhat weaker
Morning Markets
– TF
China's intervention on yuan
continues to reverberate through the market helping USDCNH sllde below the 6.8
handle in the Asia session. The two-day move in the pair is close to 3% and was
helped by the release of the FOMC minutes that showed a considerable degree of
uncertainty among the Fed over Trump's plans.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Dollar Slide but Resilience
Demonstrated while Yuan Squeezed Higher
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
10 things you need to know before the opening bell – BI
US Open – ZH
Global Stocks Rise To 1.5 Year High
After Chinese Intervention Halts Dollar Rally
Frontrunning
– ZH
FX Update
– TF
The FOMC minutes were a tedious
affair and apparently inspired slightly less confidence in the Fed’s hiking plans
for this year but it was a tremendous move in China’s offshore version of the
yuan that once again stole the show overnight and may be the bigger driver of
the USD correction.
FINNISH
Aamukatsaus – Nordea
USA:n talous vahvassa vedossa * Eilen julkaistu Fedin
kokouspöytäkirja korosti rahapolitiikan epävarmuutta * USA:ssa palvelusektorin
luottamusindeksi oli marraskuussa korkeimmalla tasollaan yli vuoteen * EURUSD
palasi takaisin 1,05 dollarin yläpuolelle