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Thursday, November 16

16th Nov - Market correction is over?



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EUROPE

Merkel Says Success Possible as First Hurdle Looms for CoalitionBB
German leader wants to open door for four-way government talks * Parties seek interim deal to start full-fledged negotiations


MARKETS / OTHER
Yield Outlook Danske Bank
Risk to 10Y yields is now more two sided

FX Forecast UpdateDanske Bank
Scandi meltdown will not endure the winter cold

Goldman Reveals Its Top Trade Recommendations For 2018ZH

Deutsche: Swings Are About To Get Bigger And BiggerZH

World’s Biggest Wealth Fund Wants Out of Oil and GasBB
Fund says wants to protect Norway economy from oil price risk * Government says will conclude assessment in ‘fall of 2018’

Norway's $1trn  Wealth Fund Considers Dumping $35bn Oil And Gas StocksZH


REGULARS
FirstFT Daily BriefingFT
P&G twist, Da Vinci sells for $450m, Tesla for truckers

WSJ CityWSJ
Trump Tax Plan Under Threat, Catalans Disappoint Brexiteers, What’s Behind the Market Wobble?

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
US core inflation slightly above expectations * Rates down * Safe haven currencies stronger

Morning MarketsTF
There's little economic data of note in today's European session but there'll be a whole host of central bankers out making speeches. So in the absence of hard facts we'll be listening to the chatter and reading between the lines.

Daily Market CommentMarc Chandler
Euro extends pullback

Brussels PlaybookPolitico
Pierre Sellal farewell — Parliament ditches May — UK headed for Canada-style trade deal

Five Things You Need to Know to Start Your DayBB

US OpenZH
Futures Jump, Global Stocks Rebound From Longest Losing Streak Of The Year


FINNISH
AamukatsausNordea
Yhdysvaltojen pohjainflaatio kiihtyi hieman | Ruotsin työttömyysaste julkaistaan tänään | Ruotsin ja Norjan kruunu heikkenivät euroa vastaan