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Thursday, November 10

10th Nov - Second Trump-day, rally held





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EUROPE
Italian, French Bonds Feel Pain in Europe as Rout Spreads: Chart – BB

  POPULISM AFTER TRUMP’S WIN
After Brexit and Trump, Populists Target Next Dominoes in Europe – BB
European Politicians Terrified By "Horror Scenario" After Brexit, Trump – ZH
Yes, President Marine Le Pen is now more possible – Politico
Trump’s Win Hailed by Europe’s Populists – WSJ


UNITED STATES
  PRESIDENTIAL ELECTIONS
Editorial: Trump’s Duty to America – View / BB
Will Trump follow in Reagan’s footsteps? – Politico
This is What Happened to the “Trump Crash” – Wolf Street
Sign That Markets Believe in Trump's 'America First' Policy – BB
Stocks Surge With Metals as Trump Win Revitalizes Growth Outlook – BB
Business Winners and Losers in a Trump Administration – WSJ


OTHER
Financial forecasts: Trumpening happened – but it didn’t matterNordea
The overall, generally contained, market reaction seen so far after the US election is a surprise to us. Against that background, we generally stick to our financial forecasts from early October, at least until we learn more about President Trump’s intentions. Specifically, we continue to expect a Fed rate hike in December. That said, risks to our baseline forecasts have obviously increased after the Trump win.


REGULARS
Danske DailyDanske Bank

Eye-OpenerNordea
POTUS Trump; CPI in the Nordics * Financial forecasts: only minor changes after Trump win * Volatile morning but calm afternoon for rates * USD reversed initial losses to end the day amongst the winners

Morning MarketsTF
In what might yet prove an art of irrational defiance markets have swung into risk-on mode as they shrug off the surprise of Donald Trump's electoral victory and cling to the hope that the reality of his presidency will not match his campaign rhetoric.

Euro wrap-upDaiwa
 
Daily Market CommentMarc Chandler
US Dollar, Equities, and Commodities Firmer as Reflation Trade Takes Hold

Daily Market CommentMacro Man

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
Markets digest Trump * Fed odds * Oil output * Stocks rally * Commodities surge

US OpenZH
Everything Is Soaring As Trump Makes Buying Stuff Great Again

FrontrunningZH

FX UpdateTF
The US dollar has reversed hard back to the upside as the fear trade had no legs and after a weak US bond auction underpinned a wave of US treasury selling that drove US long rates sharply higher.
  

FINNISH
AamukatsausNordea
Markkinat selvisivät hengissä vaalihumusta * Pidämme kiinni lokakuun alun valuutta- ja korkoennusteestamme * Riksbankilta odotettavissa lisäelvytystä joulukuun kokouksessa * USA:n korot sulkivat edellispäivää korkeammalla tasolla

Mitä on populismi?Jukka Hankamäki