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Tuesday, June 26

26th Jun - Waiting




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EUROPE
Four scenarios for Eurozone reform at the EU summit – ING
Months ago, with plenty of time to prepare for the June EU summit, there were many diverging views, ranging from European dreams to simply saying “nein” to everything. But as the summit looms, here are the four key themes from a monetary union reform perspective on the agenda on Thursday

 
OTHER
2% wasn’t an ‘arbitrary number’ – Tony Yates
2% was a round number that weighed up various factors bearing on the optimal inflation rate for a central bank.

Market Drop Prompts Trump To Offer China A Trade War "Olive Branch" – ZH

We Now Know What The "Trump Tariff Put" Is – ZH


REGULARS
EU Open Rundown – RANsquawk

Market Briefing: Daily Markets Overview – Yardeni Research

FirstFT Daily Briefing – FT
Trade war stock tremors, Europe’s slow trains, Messi mess

WSJ City – WSJ
China Set to ‘Punch Back’ on Trade, British MPs Back Heathrow Expansion

WSJ Economics – WSJ
Trump Advisers Fight Over Trade Policy; Dollar Strength Undercuts Tariffs

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Trade Tensions and Approaching Quarter-End Cast Pall Over Markets

Brussels Playbook – Politico
Rotten tomatoes — What the GAC — CSU’s cold migration shower

Five Things You Need to Know to Start Your Day – BB
https://www.bloomberg.com/authors/ARIYqLnEHrg/lorcan-roche-kelly

US Open – ZH
Global Rout Stalls As China Enters Bear Market, Dollar Rebounds

Aamukatsaus – Nordea
Suomesta julkaistaan tänään työmarkkinalukuja | Kauppasotahuolet painavat pörssejä, korot pienessä laskussa | Saksan Ifo-luvut olivat odotusten mukaisesti hieman laskussa