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EUROPE
ECB inflation gap persist in 2019 – Danske
Bank
The risk premium channel and long-term growth – ECB
Eurozone labour market
slack
Mark Leonard: Europe’s Crisis Starts at Home – Project
Syndicate
According to
conventional wisdom, the biggest threat to the European project is
"illiberal" saboteurs on the periphery of the European Union who have
decided not to play by the rules. But what this narrative misses is the even
deeper divide within EU member states, including bastions of liberalism such as
France and Germany.
Capital spending increasing, helped by tight labor markets – Daiwa
Trump Can't Confess to Anything in a Tweet – BB
His feed can be proof of
political motivation, but not criminal activity.
UNITED STATES
TAX BILL
Republican rewrite of
tax code still faces many challenges * GOP lawmakers eye final talks on bill as
step to needed win
Republicans have managed
to make a terrible plan worse.
Goldman Sachs on the current state of tax reform – ZH
90% chance of being
passed before year is over
Congress Talks Tax Deal as Trump Signals
Corporate Rate Retreat
– BB
President’s remarks stir
uncertainty on $200 billion in taxes * Lawmakers set to begin seeking ‘conference’
pact on Monday
What We Know About Corporate Winners and Losers in U.S. Tax Bill – BB
What We Know About Corporate Winners and Losers in U.S. Tax Bill – BB
Here Are The Negatives In The Tax Plan,
According To Wall Street – ZH
MARKETS
/ OTHER
Record Volume, Yield Curve, Sectors, Japan, Cash
Allocation, & Seasonality – Andrew
Trasher
Buying yen – a truly contrarian call – Kevin Muir
Era of Low Volatility Will Unwind Formulaically – BB
History shows an
inevitable disruption.
How Not to Run a
Sovereign Wealth Fund – BB
Poor governance has meant Norway's oil fund has squandered its
advantages.
Andrew Lo’s evolutionary
theory for the market ecosystem – BB
Adaptive Markets-theory views the market through an ecological lens,
examining the players as flora and fauna of a complicated system, to help
determine who's thriving, who's dying, and where asset prices will go.
Don’t worry about ‘the
flattening’ (just yet) – FT
A flattening yield curve can often indicate a recession is imminent. But
not always.
The new ‘Great
Stability’ conundrum for the world economy – Oxford Economics
It is plausible that recent low volatility is the new and persistent
norm, with economic surprises muted and downside risks in decline.
REGULARS
FirstFT Daily Briefing – FT
Brexit deadline looms, Puigdemont extradition ruling, cyborg beetles
WSJ City – WSJ
Foreign Investors Pour Into U.S. Stocks, U.K. Ups Pursuit of Saudi IPO
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
US tax bill optimism is back * US jobs report and Norwegian home prices
this week * Three reasons why EUR/USD is not trading lower * Big moves in USD
rates on Friday
Daily Market Comment – Marc Chandler
US Dollar Marked Higher After Senate Passes Tax Reform
Brussels Playbook – Politico
Brexit D-Day — Eurogroup election — Rutte shock
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Tax Deal Sends US Futures Soaring To New All Time High; Dollar, Yields,
Global Stocks Follow
Frontrunning – ZH
FINNISH
USA:n
työmarkkinaraportti tulossa perjantaina | Norjan asuntojen hinnat julkaistaan
tiistaina | Yhdysvaltain Venäjä-tutkinta heilautti markkinoita