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Friday, March 23

23rd Mar - Carnage

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Marcel Fratzscher explores the dark side of the German economyFT

Europe chart of the week – monetary policyPictet
ECB ‘higher potential’ rhetoric comes with some difficulties.

China Hits Back on Trump Tariffs as Europe Off Hook for Now
China says it plans tariffs up to 25% on imports of U.S. goods * EU, others, exempted from metals tariffs to May 1

Wall Street Journal Admits "China Started The Trade War, Not Trump"ZH

Global Trade Watch – Taking stock of the US import tariff threat ABN AMRO
The imposition of tariffs remains by no means certain * The threat of tariffs looks much more like a negotiating tactic * The US administration is likely not as protectionist as it appears.

For Stock Bulls, It's Earnings Perfection or Bust BB
If companies fail to match the lofty expectations, get ready for another bout of rising volatility.

George Magnus: The next recession is a question of when, not ifProspect
The downturn could come in 2020, with implications for both the US presidential election and Brexit process

Money Markets Are Messed Up, With Real Consequences WSJ
Banks are paying more to borrow money now than during the 2012 euro crisis, a sign of trouble ahead

Rising U.S. bank funding costs: Five pressure points for marketsReuters

"Baked In The Cake" - Why LIBOR's Blowout Has Already Done Its Damage ZH

BofA: Risk That Global Growth Slows A Lot More Than Consensus BelievesZH

FirstFT Daily BriefingFT
Trade war tumbles, NY v London, post-Christian Europe

Stocks Slide as China Fires Back at U.S., EU Backs U.K. Over Poisoning

WSJ EconomicsWSJ
Trump Tariffs Takes Aim at China | China Fires Back | Senate Passes a Budget

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Brussels PlaybookPolitico
Summit highs and lows — Which road to Rome? — Art of the deal (or no deal)

Five Things You Need to Know to Start Your DayBB

Global Stocks "Clobbered" As Trade War Breaks Out Amid Fears Of Political Instability


Aamukatsaus Nordea
Osakeindeksit laskussa USA:ssa ja Aasiassa | Odotamme Venäjän keskuspankin laskevan korkoa tänään | Euroalueen ostopäällikköindeksit jatkoivat laskuaan

Aamukatsaus Danske Bank