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Wednesday, January 3

3rd Jan - Stocks rally



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EUROPE
European reform and the German model to the rescueEdward Harrison

Eurozone winners and losersEdward Harrison
 
Last chance? Merkel maneuvers for coalition re-run with SPDReuters

Would-be coalition partners optimistic before exploratory talksReuters

 
MARKETS / OTHER 
How Much Can Buybacks Rise on Tax Cuts? This Estimate Says 70% - BB
Dollar amount of buybacks among U.S. stocks may rise to $875B * Level of completed buybacks fell to near 2013 low: Birinyi

"Get Ready For The End Of Goldilocks" - SocGen's 7 Key Calls For 2018ZH

MiFID Shake-Up Goes Smoothly Even as Trading Volumes Dry UpBB


REGULARS
FirstFT Daily BriefingFT
UK eyes TPP, Trump warns North Korea, Japan Inc’s troubles

WSJ CityWSJ
Silicon Valley Investor Peter Thiel Places Moonshot Bitcoin Bet, How Mifid II Could Spark Dealmaking

“Best of the web” daily chartsLukas Daalder

Eye-OpenerNordea
Optimism on the first trading day * Cœuré says ECB QE could end this year * EUR/USD holds above 1.20 * FOMC minutes and ISM today * Yields increase in core markets

Daily Market CommentMarc Chandler
Dollar Stabilizes, but Sees Little Recovery

Brussels PlaybookPolitico
The day of the MiFIDs — UK wants in on TPP — Bulgarian corruption fight

Five Things You Need to Know to Start Your DayBB

US OpenZH
World Stocks Smash New Records; Europe Rebounds As Dollar Slide Ends, MiFID Begins

FrontrunningZH