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Wednesday, January 10

9th Jan - Good German data





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EUROPE
MiFID Seen Driving 20% Cut in Funds' Outside Research BudgetBB
Greenwich Associates survey finds global impact of regulations * Report shows fund managers reducing number of providers used

Most interesting ECB vacancy is not DraghiING
The appointment of Portuguese Finance Minister Mario Centeno as new Eurogroup president was just the starting shot for a long musical chairs game in Europe over the next two years. At least seven European top posts will become vacant, with the financial crown jewel being the ECB presidency. However, it is not the Draghi succession which affects the ECB most but another job change in 2019.

Ferdinando Giugliano: Why the Bank of Italy Wants to Change the SubjectBB
Rome wants the ECB to be tougher on Germany and France.


UNITED STATES
Tim Duy: The Economy May Be Set for a Supply-Side SurpriseBB
The Fed could be too pessimistic about the fundamental capacity for growth.
 

REGULARS
FirstFT Daily BriefingFT
May’s shambolic reshuffle, Google sued, BBC fallout

WSJ CityWSJ
Investors Abandon Hedges, How to Survive a Stock Market Bubble

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Dollar Correction Extended

Brussels PlaybookPolitico
EU budget showdown — Polish PM in Brussels — Where Brexit will hurt most

Five Things You Need to Know to Start Your DayBB

US OpenZH
Stocks Smash More Records As Global Melt Up Accelerates; BOJ, PBOC Surprise Traders

FrontrunningZH

  
FINNISH
Aamukatsaus Nordea
Euroalueen luottamusluvut olivat odotettua vahvempia | Euro heikentyi dollaria vastaan puolisen prosenttia | Tänään ei ole vuorossa merkittäviä datajulkistuksia

AamukatsausDanske Bank