EUROPE
Five Star Movement’s stance towards the EU – Open
Europe
Editorial: Macron's Battle to Put France Back on
Track – BB
Rail strikes were a
predictable response to labor reforms. The president should stand his ground.
MARKETS / OTHER
BofA: Markets Will Soon
Begin To Panic About Debt Sustainability – ZH
Citi’s Matt King: Real Reason Behind The Libor-OIS Blow Out – ZH
TRADE WAR
Two scenarios for the US-China trade conflict – Danske Bank
(1) negotiations and a ‘grand bargain’ and (2) Donald Trump strikes back
again and we enter a trade war * Scenario 1 is the most likely in our view,
which should eventually lead to relief in financial markets
Will Trump outsmart us all? – ING
As threats of a trade war heat up, is President Trump actually playing a
very canny game?
Leverage Will Determine
if China or the U.S. Come Out on Top in Trade Conflict – WSJ
China’s exports to US. 4% of GDP, US’s exports to China 0.7% of GDP. This
makes Chinese growth more at risk in a trade war. It also means that if both
countries carry through on their threats to apply tariffs to $50 billion of the
other’s exports, the U.S. has way more targets left to hit afterward than
China.
REGULARS
Zuckerberg speaks, Lucy’s Framehouse, the Maltese connection
Tariff Showdown Shifts to Negotiations, Facebook’s Zuckerberg Admits
‘Huge Mistake’
Investors Find Comfort in Brinkmanship Blinks
(More) Brexit disunity — Why Selmayr edited his Wikipedia entry
Five Things You Need to Know
to Start Your Day – BB
S&P Futures Rise, Global Stocks Rebound As Trade War Fears Ease
FINNISH
Odotamme
Norjan asuntojen hintojen nousseen edelliskuusta | Euroalueen inflaatioluvut
olivat heikkoja | Kauppasodan uhka liikuttaa markkinoita