EUROPE
Editorial: Europe Can't Afford a Leaderless
Germany – BB
Maybe Germany can get by
without a government, but the euro zone needs a leader in Berlin.
Ferdinando Giugliano: Europe Shouldn't Let a
Good Recovery Go to Waste
– BB
The euro-zone boom can
only last so long. Now is the time to complete the monetary union.
Euro-Area Inflation Slowdown Undermines Hawkish
Calls to End QE – BB
UNITED STATES
Trump New Year's Momentum Sapped by Wolff Book's
Revelations – BB
Agenda on welfare overhaul,
infrastructure imperiled * Split with Bannon deepens as Mercer cuts ties after
Trump call
Trump Isolates Bannon in Feud as Mercer Family
Cuts Off Money – BB
The rift between Trump
and his former strategist deepened * Bannon’s plans for 2018 populist
revolution in doubt
Stock Investors Will Benefit Most From Corporate
Tax Overhaul – BB
Inequality will worsen
because the wealthy are by far the largest owners of equities
Fed's Bullard Says Tax Overhaul May Light Fire
Under Investment – BB
DECEMBER JOBS
Ransquawk Preview: Watch
Out For Winter Storm Drag – ZH
Employment Report On The
Way – Tim
Duy
Headline US Jobs
Disappoint, but Earnings as Expected – Marc
Chandler
December Jobs Miss Huge
At Only 148K; Hourly Earnings In Line – ZH
Unemployment improves
slightly because of slow labor force growth – Daiwa
December Jobs Report –
The Numbers – WSJ
Economists React: ‘No
Cause for Alarm’ – WSJ
The December Jobs Report
in 10 Charts – WSJ
Comments on December
Employment Report – Bill
McBride
U.S. Added Fewer Jobs
Than Expected in December – BB
MARKETS
/ OTHER
Bank of America:
"It Ain't Over" – ZH
Investors Are Seeing
Something Unfamiliar in 2018: Sweet Yields – BB
Risk free rates look more attractive as stock dividends fall * Strategists
say market pain could end the bond proxy trade
Academic Research Papers
and Presentations Galore! – Alpha
Architect
REGULARS
FirstFT Daily Briefing – FT
Trump exposé brought forward, chip security flaw, record prime number
WSJ City – WSJ
Why Not to Trust Dow 25000, Kalanick to Trim Uber Stake, Weinstein Co.
Nears Sale
“Best of the web” daily
charts – Lukas
Daalder
Eye-Opener – Nordea
Euro area inflation and US job report today * North Korea and South Korea
to sit down for discussions * US Treasury yields a tad lower
Daily Market Comment – Marc
Chandler
Dollar Given Reprieve Ahead of Employment Report
Brussels Playbook – Politico
Russian pig wars — Theresa’s fringe friends — Kosovo panic
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Relentless Stock Market Meltup Smashes Records Around The Globe