12th Jan - After US, is UK getting into limelight?

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EUROPE

The Euro Has Already Failed - The Only Question Is What Do We Do About It? – Forbes

Sweden: Inflation and Minutes bolster bearish sentiment – Danske Bank

Russia Economic Review – Daiwa

Germany renews push for post-Brexit budget reform – Politico

Countries who want EU support should accept its reform recommendations, Deputy Finance Minister Jens Spahn says.

Account of the monetary policy meeting – ECB

  UNITED KINGDOM
UK’s financial services sector drops demands to keep the EU passport – Open Europe
U.K. Banks Weaken Push to Keep EU ‘Passporting’ Post-Brexit – BB

BoE's Carney - Hard Brexit's A Problem For The EU, Not Britain – Forbes

Pound Volatility Jumps as Traders Brace for May Speech: Chart – BB

UNITED STATES

Inside the Fed's Head: The 2011 Transcripts – BB

How Bernanke's team grappled with the end of QE2 and the start of the debt ceiling crisis

The greatest jobs producer ever will deliver inflation instead – Nordea

President-elect Trump has big plans to boost US growth. Still, it is more likely his policies feed into higher inflation rather than real growth. Such worries have potential to push inflation expectations clearly higher – and hit bonds.

View: Trump Shakes Things Up, His Future Cabinet Calms Things Down. – BB

View: Trump's Team Looks Smarter on Russia – BB

No major economics news from Trump –back to monitoring Twitter – Nordea

British spy behind Trump’s ‘kompromat’ also investigated EU’s Georgieva – Euractiv
Former MI6 officer Christopher Steele, 'terrified for his safety' – The Telegraph

U.S. Intelligence Chief Tells Trump He’s Dismayed by Leaks – BB

OTHER

Collapsing Asset Correlations Have Active Managers Celebrating Trump Disruption – BB

Long-Short Hedge Funds Are Ditching the Shorts to Focus on Longs – BB

REGULARS

Danske Daily – Danske Bank

Eye-Opener – Nordea

Unwinding of the Trump trade? * Swedish inflation closer to the target? * Euro area yields fall after supply deluge – watch out for Italian auctions today * USD weakens on Trump press conference and bumper 10-year auction

Morning Markets – TF

With US president-elect Donald Trump's wall-boosting pharma-bashing presser behind us today's focus turns to Eurozone industrial output where analysts expect a continuation of the relatively bullish trend seen of late.

Euro wrap-up – Daiwa

Daily Market Comment – Marc Chandler

Dollar and Yields Ease Further, but Look for Recovery

Daily Press Summary – Open Europe

Brussels Playbook – Politico

10 things you need to know before the opening bell – BI

US Open – ZH

Dollar, Futures Slump; Gold Spikes Over $1,200 After Trump Disappoints Markets

FX Update – TF

The USD was all over the map yesterday rallying hard into the Trump press conference but apparently not finding the stimulus it was looking for in Trump’s rhetoric and fresh and stale USD longs were squeezed anew. We’re wary of drawing conclusions in this very flaky market.

FINNISH

Aamukatsaus – Nordea

Riksbank saa hengähdystauon * Fedin johto äänessä * EKP julkaisee pöytäkirjan joulukuun kokouksesta * Trumpin lehdistötilaisuus käänsi USA:n dollarin laskuun