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EUROPE
Italian Prime
Minister Confirms Cut To Budget-Deficit Proposal – ZH
Italy’s
Budget Pledge Is Just Cosmetic – BB
Investors
shouldn’t celebrate too soon. The 2.4 percent deficit target wasn’t the worst
thing about the populists’ budget. The details matter.
EUROPEAN CENTRAL BANK
Monetary policy
decisions –
ECB
Introductory
statement to the press conference – ECB
Technical
parameters: reinvestment of asset
purchase programme –
ECB
ECB: still broadly
confident, but caution increasing – Pictet
First
rate hike still expected in September 2019, although downside risks are
growing.
ECB Watch: The
ECB’s blind spot
– Nordea
The
ECB tried to retain confidence that its current path remains valid, but
financial markets paid more attention to the shifting risk picture. The ECB is
not in any urgency to change its plans. The reinvestment details were not good
news for Italy.
ECB Confirms It
Will End Asset Purchases, Will Reinvest Maturities In Full – ZH
Draghi Warns Of
"Downside Risks"; Cuts GDP, Inflation Forecasts – ZH
Flash ECB Review:
Hopeful - not confident – Danske
Bank
ECB: From
autopilot to driving by sight – ING
The
end of net quantitative easing by year-end marks the end of the ECB's
autopilot. Now the central bank is fully back to being data-dependent
Eurozone: It’s the
end of QE as we know it (and it is here) – ING
The
ECB just announced that monthly net QE purchase will be reduced to zero by the
end of the month
UNITED STATES
2019 US credit
outlook –
Pictet
The
reversal of accommodative lending conditions and rising volatility mean we will
stick to quality.
OTHER
Multi-Billion
Hedge Fund Reports Record Loss, Shocking Outflows, Mass Layoffs – ZH
REGULARS
EU
Open Rundown –
RANsquawk
Brussels
Edition Daily –
BB
Brussels
Briefing –
FT
Summit agenda includes forays into
migration, eurozone reform, and Russia sanctions
Eco
Day Europe
– BB
Central Bank Super Thursday, Autonomy,
China's Goals * ECB’s Draghi reaches end of the road for bond buying era * China
plan annual economic policy meeting Dec. 19-21
FirstFT
Daily Briefing –
FT
Danske
Daily
– Danske
Bank
Daily
Market Comment –
Marc
Chandler
May Survives but its Draghi's Day
Brussels
Playbook –
Politico
Theresa May clings on — No escaping Brexit
— Europe spooks Google
Five
Things You Need to Know to Start Your Day – BB
US
Open
– ZH
Rally Fizzles: Europe, US Turn Red After
Warnings From ECB, PBOC
US
Open Rundown –
RANsquawk
Aamukatsaus
–
Nordea
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