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EUROPE
Wolfgang Munchau: Why an ailing eurozone still
requires extreme treatment – FT
Even after a decade-long
recovery, the ECB may never be able to halt asset purchases
Martin Feldstein: Europe’s Economic Dilemma – Project Syndicate
The European Central
Bank deserves credit for the economic improvements that have occurred in the
past few years. But the ECB’s policies also mean that the eurozone has no
ammunition left to fight the next recession, because interest rates cannot be
reduced further and fiscal policy remains in the hands of national governments.
Editorial: Europe Needs to Face Its Bad-Loan
Problem – BB
Banks in the European
Union should recognize their losses more quickly
Jean Tirole: The European Project Needs a New
Long-Term Vision – BB
For the union to work,
people must be willing to share risks and cede more sovereignty
Who Feels EU Membership Has Paid Off? – Statista
Why Italy's New Electoral Law Doesn't Get Five Stars – BB
The rules might keep the
populists out, but they guarantee gridlocked government.
Bank of England Preview: Taking back emergency
cut from 2016 – Danske
Bank
Euro zone sentiment keeps surging, unaffected by
Catalan crisis – Reuters
UNITED STATES
First charges could be
unsealed in U.S. special counsel's Russia probe – Reuters
White House Braces for
First Actions in Mueller's Russia Probe – BB
How Robert Mueller’s
investigation could end – The
Economist
Manafort Faces U.S. Tax
Charges – BB
Manafort Indictment Is
the Start of a Complicated Story – BB
Trump To Make Fed Chair
Announcement On Thursday: Politico – ZH
OTHER
A Missing Piece of the Global Growth Jigsaw
Starts to Fall Into Place –
BB
Robust world economy is
spurring factories to ramp up spending * Economists say faster investment could
lift wages, inflation
Amazon Isn't the Only Big Winner This Earnings Cycle – BB
With half of S&P 500
results in, profits and sales surge * Hurricanes fail to dent growth as China,
U.S. economies surge
FX weekly: Was that it for the EUR bulls? – Nordea
EUR/USD had some
catching down to do versus after the ECB meeting, but could there be more on
the cards? We also show why the housing market is worth tracking for SEK, GBP,
NOK and CAD.
Macro Monday: Here comes the dollar squeeze – TF
China's president Xi
Jinping consolidated his power at the 19th Party Congress * Draghi came across
a lot more cautious and dovish than markets expected * There's plenty of
economic data due out this week in the US, and Europe * The Bank of England,
the Fed and the Bank of Japan are in focus this week * Watch for a tactical
squeeze in USD before end of November
IMF: rising debt, political risk dim sub-Saharan
Africa's economic outlook
– Reuters
Big Tech and Amazon: too powerful to break up? – FT
While Google, Facebook
and Twitter are set for a grilling in Congress over Russia, it is the online
retailer that is drawing intense scrutiny
REGULARS
FirstFT Daily Briefing – FT
Spain’s authority tested, first charges in Trump-Russia probe, Obama on
jury duty
WSJ City – WSJ
Tough U.K. Budget Calls, HSBC Swings to Profit, Investors Buying Every
Dip
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Dollar dented by Powell, Chinese deleveraging concerns, Catalans awaited
* FOMC meeting likely a yawner, Bank of England more interesting * Powell
announcement could prompt a further dollar dip * Will Catalan leaders try to go
to work today?
Morning Markets – TF
Asian markets were mixed Monday with the exception of mainland China
where equities tumbled as 10-year bond yields shot to a three-year high.
Daily Market Comment – Marc Chandler
A Few Thoughts about Currencies and Equities
Brussels Playbook – Politico
5 summits in 7 weeks — Harassment engulfs Westminster — Spain fights back
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
S&P Futures Slide After Chinese Stock And Bond Rout; Spain Rebounds,
Dollar Drops
Frontrunning – ZH
FINNISH
Aamukatsaus
– Nordea
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