29th Nov - FANG-panic

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EUROPE

EU's Productivity Split – BB

The gap between productivity in rich and poor countries is getting wider

Europe Needs a Way to Prevent the Next Greek-Style Debt Crisis – BB

The euro zone should handle sovereign debt troubles with a combination of accountability and flexibility.

  EUROPEAN CENTRAL BANK

Survey on the Access to Finance of Enterprises in the euro area – ECB

Financial Stability Review, November 2017 – ECB

Liquidity provision as a monetary policy tool – BB

  

UNITED STATES

Noah Smith: 5 Charts Show the Strength of the Recovery – BB

Some of the most basic measures have passed pre-recession peaks to reach new highs.

MARKETS / OTHER

Beware of turning stocks into bonds – BlackRock

Income seekers have turned to credit, as well as to equity strategies with similar risks.

Large Cap Stocks Versus Everything Else – Andrew Trasher

A Cautionary Signal After Tuesday's Strong Gain – Fat Pitch

Deutsche Bank Explains The Five Biggest "Market Conundrums" – ZH

Goldman Warns Highest Valuations Since 1900 Mean Pain Is Coming – BB

Returns likely to be lower across all assets in medium term * Risk scenario sees inflation jump that ushers ‘fast pain’

Clock Ticking for Equities’ Last ‘Hurrah,’ Credit Suisse Says – BB

  TECH SELL-OFF

U.S. Stocks Erase Gain on Tech Rout as Bonds Fall – BB

Tech Stocks Crushed As Sector Flirts With Worst Decline of 2017 – WSJ

FANG's $60 Billion Wipeout Is Most in One Day Since Facebook IPO – BB
The Tax Bill Is Hurting Tech Stocks – BB

Market wrap: Turmoil – ZH

Leonid Bershidsky: Rex Tillerson Has Little to Offer Europe – BB

His major speech showed a misalignment of U.S. and European interests.

REGULARS

FirstFT Daily Briefing – FT

Brexit breakthrough, N Korea claims new missile, the quest to cure Alzheimer’s

WSJ City – WSJ

Rolet Leaves LSE, UK Nears Brexit Bill Deal, US Tax Reform Gathers Speed

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea

Geopolitics eclipsed by US tax bill and Brexit bill breakthrough * German and Spanish inflation to offer guidance for Euro-area inflation * Yields largely unchanged * GBP strengthens on Brexit bill agreement

Daily Market Comment – Marc Chandler

Sterling Charges Ahead on Brexit Hopes

Brussels Playbook – Politico

AU-EU summit kicks off — Eurogroup race — Barnier in Berlin

Five Things You Need to Know to Start Your Day – BB

US Open – ZH

US Futures, World Stocks, Bitcoin All Hit Record Highs

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

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