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Wednesday, November 15

14th Nov - Bear dominates



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EUROPE
The ECB Needs an Inflation Plan, Just in CaseBB
Yes, the risks are remote right now. But investors seem unprepared, meaning calm could easily turn into chaos.


MARKETS / OTHER
Research China: The housing party is overDanske Bank


REGULARS
FirstFT Daily BriefingFT
Brexit bill day, the first floating city, EU’s mega army

WSJ CityWSJ
U.K. Wage Squeeze Set to Continue, Europe’s CFOs Step up Spending Plans, Credit Suisse Fined

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
Draghi, Yellen, Carney and Kuroda on the same stage today * Broadly unchanged yields over the day, erasing morning rally * Another tough day for the GBP

Morning MarketsTF
After what felt like endless days of scant economic data and consequently lacklustre trading a deluge of key updates today will give markets plenty to chew over.

Daily Market CommentMarc Chandler
Euro Rides High After German GDP

Brussels PlaybookPolitico
EU gets social — Juncker then and now — Macron ♥ Vestager

US OpenZH
US Futures, Global Stocks Extend Decline After Disappointing Chinese Data, Dollar Slides

 
FINNISH
AamukatsausNordea
Tänään julkaistaan Suomen 3. neljänneksen BKT:n pikaennakko | Odotamme asuntohintojen laskeneen Ruotsissa | Tulossa myös Ruotsin ja Ison-Britannian inflaatioluvut