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EUROPE
France, Schengen and the Future of Europe – Marc
Chandler
Bank of England Review – Danske
Bank
Lower oil price eases
pressure - we now expect the first hike in Q2 16
EUROPEAN
CENTRAL BANK
Mersch Says ECB Leak Led
to `Flights of Fancy' by Investors – BB
The house that Mario
built – Politico
Euro area and ECB
outlook: Hot topics in 2016 – Danske
Bank
UNITED STATES
Fed Lift-off Series #2: 'Game of dots' – Danske
Bank
Fed set to signal
'dovish hike'
Fed Plans to Signal Gradual, Cautious Path on
Rate Hikes – WSJ
After liftoff, central
bank will look to strike balance between flexibility and articulating a plan
FOMC preview: Fed to deliver long-awaited rate hike – Nordea
OTHER
Global Outlook – Danske
Bank
Bottom in global
manufacturing cycle
Year End Trade Ideas – Global
Macro Trading
New financial forecasts – Nordea
Quarterly Letter – GMO
Just How Bad Is
Emerging, and How Good Is the U.S.? * Give Me Only Good News! *
REGULARS
Morning MoneyBeat Asia – WSJ
Commodities Rout Spills Into Stocks,
Again
Morning MoneyBeat Europe – WSJ
Caution Ahead
Morning MoneyBeat US – WSJ
Reasons to Be Hopeful for a Santa
Claus Rally
Danske Daily – Danske
Bank
Euro rates update – Nordea
Eye-Opener – Nordea
New financial forecasts; central
banks in focus in Asia; EUR/USD at crucial level * SNB to surprise with rate
cut today? * ECB cuts priced out – too soon? * Record-high USD long positions
squared ahead of Fed meeting
Morning Markets – TF
Expectations are all but
nonexistent going into today's Bank of England policy meeting which is why
anything – even the slightest of hawkish hints – could send GBP-complacent
markets into a tizzy.
Daily FX Comment – Marc
Chandler
Greenback Recovers, but Antipodeans
Advance
Daily Shot – TF
While Germany needs to boost
domestic spending Italy and France have engage more in austerity. If inflation
remains near zero these countries' current policies are expected to push
debt-to-GDP ratios to record levels (as spending continues to grow in real
terms).
Daily Press Summary – Open
Europe
Polish PM: We fully
accept the right of Great Britain to take sovereign decisions with regards to
welfare policy while respecting free movement * Cameron: Brexit would not
insulate UK from impact of Eurozone and refugee crises * CDU parliamentary
leader demands creation of European Commissioner for external borders and EU
border force * New poll: Front National would fail to win two French regions where
it obtained over 40% of votes in first round * Reuters poll: uncertainty around
EU referendum seen as biggest risk to UK economic growth in 2016 * Italy
requests debate over whether to renew sanctions on Russia
Brussels Playbook – Politico
Creţu staff exodus —
Renzi-Cameron dream team?
US Open – ZH
After Vicious
Rollercoaster Session, Global Stocks Flat, US Futures Stage Tepid Rebound In
Illiquid Chaos
Frontrunning – ZH
SNB and BoE meetings today with the
former providing higher odds for a policy surprise even if the market isn’t
holding its breath. Elsewhere the dollar is on life support as long as risk
appetite is on the defensive.
Welcome to another
fun-filled day in the global financial markets where New Zealand has rolled out
an expected "hawkish cut" Switzerland opted to retain the status quo
and the United Kingdom is seen being similarly reserved at its policy
announcement later in the session.
FINNISH
Euroopan
sairas mies tarvitsee elintaparemontin * Ruotsin inflaatio- ja palkkaodotukset
kasvoivat * Norjan kruunu heikentymisputki tyyntyi eilen * Uuden-Seelannin
keskuspankki leikkasi ohjauskorkoaan
Suomen taloustilanne edelleen hankala – Suomen
Pankki
Kalvoesitys edelliseen – Suomen
Pankki
Euroalueen kallein maa – Suomen
Pankki
Suomi harmaantuu –
heikkeneekö rahapolitiikan teho? – Suomen
Pankki
Vaihtoehtoislaskelma: Mitä
jos vienti ei elvy lähivuosina? – Suomen
Pankki
Roger Wessman: Suomen
ydinongelma työllisyys, ei julkinen alijäämä – Taloustaito