9th Jan - Good German data

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EUROPE

MiFID Seen Driving 20% Cut in Funds' Outside Research Budget – BB

Greenwich Associates survey finds global impact of regulations * Report shows fund managers reducing number of providers used

Most interesting ECB vacancy is not Draghi – ING

The appointment of Portuguese Finance Minister Mario Centeno as new Eurogroup president was just the starting shot for a long musical chairs game in Europe over the next two years. At least seven European top posts will become vacant, with the financial crown jewel being the ECB presidency. However, it is not the Draghi succession which affects the ECB most but another job change in 2019.

Ferdinando Giugliano: Why the Bank of Italy Wants to Change the Subject – BB

Rome wants the ECB to be tougher on Germany and France.

UNITED STATES

Tim Duy: The Economy May Be Set for a Supply-Side Surprise – BB

The Fed could be too pessimistic about the fundamental capacity for growth.

 

REGULARS

FirstFT Daily Briefing – FT

May’s shambolic reshuffle, Google sued, BBC fallout

WSJ City – WSJ

Investors Abandon Hedges, How to Survive a Stock Market Bubble

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Dollar Correction Extended

Brussels Playbook – Politico

EU budget showdown — Polish PM in Brussels — Where Brexit will hurt most

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

US Open – ZH

Stocks Smash More Records As Global Melt Up Accelerates; BOJ, PBOC Surprise Traders

Frontrunning – ZH

  

FINNISH

Aamukatsaus – Nordea

Euroalueen luottamusluvut olivat odotettua vahvempia | Euro heikentyi dollaria vastaan puolisen prosenttia | Tänään ei ole vuorossa merkittäviä datajulkistuksia

Aamukatsaus – Danske Bank