Google Analytics

Wednesday, November 29

29th Nov - FANG-panic






Follow ‘MoreLiver’ on Twitter


EUROPE
EU's Productivity SplitBB
The gap between productivity in rich and poor countries is getting wider

Europe Needs a Way to Prevent the Next Greek-Style Debt CrisisBB
The euro zone should handle sovereign debt troubles with a combination of accountability and flexibility.

  EUROPEAN CENTRAL BANK
Survey on the Access to Finance of Enterprises in the euro area – ECB
Financial Stability Review, November 2017 – ECB
Liquidity provision as a monetary policy tool – BB

  
UNITED STATES
Noah Smith: 5 Charts Show the Strength of the RecoveryBB
Some of the most basic measures have passed pre-recession peaks to reach new highs.


MARKETS / OTHER
Beware of turning stocks into bondsBlackRock
Income seekers have turned to credit, as well as to equity strategies with similar risks.

Large Cap Stocks Versus Everything Else
Andrew Trasher

A Cautionary Signal After Tuesday's Strong GainFat Pitch

Deutsche Bank Explains The Five Biggest "Market Conundrums"ZH

Goldman Warns Highest Valuations Since 1900 Mean Pain Is Coming BB
Returns likely to be lower across all assets in medium term * Risk scenario sees inflation jump that ushers ‘fast pain’

Clock Ticking for Equities’ Last ‘Hurrah,’ Credit Suisse SaysBB

  TECH SELL-OFF
U.S. Stocks Erase Gain on Tech Rout as Bonds Fall – BB
Tech Stocks Crushed As Sector Flirts With Worst Decline of 2017 – WSJ
FANG's $60 Billion Wipeout Is Most in One Day Since Facebook IPO – BB
The Tax Bill Is Hurting Tech Stocks –
BB

Market wrap: Turmoil ZH


Leonid Bershidsky: Rex Tillerson Has Little to Offer EuropeBB
His major speech showed a misalignment of U.S. and European interests.


REGULARS
FirstFT Daily BriefingFT
Brexit breakthrough, N Korea claims new missile, the quest to cure Alzheimer’s

WSJ CityWSJ
Rolet Leaves LSE, UK Nears Brexit Bill Deal, US Tax Reform Gathers Speed

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
Geopolitics eclipsed by US tax bill and Brexit bill breakthrough * German and Spanish inflation to offer guidance for Euro-area inflation * Yields largely unchanged * GBP strengthens on Brexit bill agreement

Daily Market CommentMarc Chandler
Sterling Charges Ahead on Brexit Hopes

Brussels PlaybookPolitico
AU-EU summit kicks off — Eurogroup race — Barnier in Berlin

Five Things You Need to Know to Start Your Day BB

US OpenZH
US Futures, World Stocks, Bitcoin All Hit Record Highs

FrontrunningZH


FINNISH
AamukatsausNordea
Tänään saadaan Saksan ja Espanjan inflaatioluvut | Powellin kuuleminen ei tarjonnut yllätyksiä | Pohjois-Korean ohjuskoe ei juuri näkynyt markkinoilla