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EUROPE
Schulz’s ‘United States of Europe’ Proposal
Unites Everyone Against Him – BB
Martin Schulz accused of
‘radicalism’ with 1925 party point * German Left leader calls Schulz language
‘otherworldly’
SPD’s Martin Schulz wants United States of
Europe by 2025 – Politico
‘Those who are against
it will simply leave the EU,’ party chief tells conference.
Germany's SPD Backs Talks in Signal of Possible
Coalition – BB
Majority of SPD
delegates voted in favor of resolution * No details on what form an alliance
with Merkel would take
Future-proof migration management – European Commission
The president has made
Russia a geopolitical disruptor without a coherent domestic policy. That's not
sustainable.
“COMPLETING” EMU
Commission sets out roadmap for deepening EMU – European Commission
Commission wants more
centralised eurozone by 2019 – euobserver
EU exec proposes deeper
euro zone integration to unite EU – Reuters
EUROPEAN CENTRAL BANK
While the dollar could
strengthen on expectations of more U.S. economic growth and tighter monetary
policy, the euro zone is approaching escape velocity.
Euro Overnight Index Average
surged last week on light volume * Regulators need more robust replacements,
says BofA’s Cabana
UNITED STATES
Yield Curve Spikes As Trump To Unveil
Infrastructure Plan – ZH
Trump to Release Infrastructure Plan in January,
Official Says – BB
House Passes Two-Week
Spending Bill to Avoid Shutdown This Week – BB
Measure goes to Senate
for a vote before Friday night * Trump meets with congressional leaders from
both parties
NOVEMBER PAYROLLS
NOVEMBER PAYROLLS
5 Things to Watch in the
November Jobs Report – WSJ
Goldman: November
Payrolls Preview – Bill
McBride
November Employment
Preview – Tim
Duy
MARKETS / OTHER
Credit may underperform government debt by 1% point: SocGen * China
property, U.S. tech sector potential flashpoints
The Risk If Central Banks Get Trigger Happy in 2018 – BB
The Fed could respond to continuing growth by squeezing in at least one
extra rate hike. And keep an eye on inflation pressures from China.
One Of Bank of America's
"Guaranteed Bear Market" Indicators Just Triggered – ZH
The three-month earnings estimate revision ratio fell for the fourth
consecutive month
Nickel hit hardest by commodities selloff in past month * Worries over
China’s cooling property market is hurting metals
Survey of bond strategists reveals calls for more flattening * BMO, FTN,
Janney and Mizuho see spread below zero next year
Fama's efficient markets. Dalio's principles. A global wipeout.
REGULARS
Brexit deal hopes fade, Ping An’s HSBC buy, why we should stop having
children
Bitcoin Surges Despite Heist, IMF Warns on China Bank Risks, Ladbrokes
Surges on GVC Offer
Waiting for payrolls; equity sell-off, yields lower and USD stronger * The
day before the day * Broad declines in yields in core countries * Weaker GBP as
markets await some agreement to be reached
Equities and Oil Stabilize
POLITICO 28 — Selmayr vs. Serafin — Polish PM faces ax
China Commodity Carnage Continued Overnight As Brexit Fears & Bitcoin
Cheers Dominate
FINNISH
Maailman
matalimmat korot Suomessa? * Tänään julkaistaan tiedot Kiinan
valuuttavarannoista * Tulossa ei ole merkittäviä
datajulkistuksia * Ruotsin kruunu heikkeni euroa vastaan
Martin Schulz
kannattaa voimakkaasti EU:n tiivistämistä. Tämän linjan hän haluaa pitää myös
mahdollisesti alkavissa hallitusneuvotteluissa.
Jotkut
komission ehdotuksista ovat Suomen hallituksen ja virkamieskunnan näkökulmasta
huonoja, kehityskelvottomia ja jopa vahingollisia.
Talousvaltaa
keskitettäisiin uudelle superkomissaarille, odotettu rahaliiton
syventämispaketti perustaisi Euroopalle oman valuuttarahaston IMF:n tyyliin.