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Thursday, July 12

12th Jul - Trade war and post-Nato summit

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May Unveils U.K. Soft Brexit Blueprint, But Banks Cut LooseBB
Government white paper: U.K.-EU ‘free-trade area for goods’ * May says plan delivers ‘principled and practical Brexit’

Theresa May Drops Call for Easy Access by Banks to EU's MarketsBB
Government bows to EU objections to earlier British plans *  ‘Structured’ dialogue proposed to enhance equivalence regime

Eurozone: Soft patch 1 - Start of a severe downswing 0ING
Rebounding industrial production adds to evidence of a stabilising Eurozone economy

Trump knows Europe needs America more than America needs EuropeFT
The most lethal demagogue is one with a grasp of underlying reality

Trump Doubles Down: Threatens Sanctions On European Investors In Russian PipelineZH

Natural gas: deflating times aheadING
Natural gas prices have been well supported of late, largely thanks to strong Asian demand, and a generally stronger energy complex has certainly helped. However, we expect European prices to trade lower while Asian LNG prices are likely to remain well supported as long as China demand is robust

Trump’s Tariff Barrage Pushes China Fight to Point of No Return BB
He and Xi both have political reasons to keep up the pressure * Latest tariff list would tax over half of U.S.’s China imports

China, U.S. Hint at Chance for Talks After Trump's Tariff ThreatBB
Senior Chinese official calls for restart of negotiations * White House has signaled it could restart talks, source says

Seven Takeaways From The US Tariff EscalationZH
Standard Chartered’s Steven Englander: surprised that the escalation occurred so rapidly but not that the US decided to press its advantage

Direct effect of trade war still limitedABN AMRO
Confidence is still the main channel to watch in trade spat * China downside risk from trade war rises, as stakes are being raised

EU Open RundownRANsquawk

FirstFT Daily BriefingFT
Nato funding spat, oil hits a slick, Trump’s tower of secrets

Trump’s Call to Double Defense Spending Creates Tense NATO Summit, Battle for Sky Heats Up with New Comcast Bid

WSJ Economics WSJ
Inflation Is Perking Up. Will Tariffs Push Consumer Prices Even Higher?

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Dollar Remains Firm as Risk Returns

Brussels PlaybookPolitico
NATO drama — Brexit white paper day — Germany’s new bedfellows

Global Stocks, US Futures Jump As Trade War Fears Recede, Commodities Spike

EKP:n kokouksen pöytäkirjasta etsitään selvennystä seuraavan koronnoston ajankohtaan | Tänään julkaistaan sekä USA:n että Ruotsin kesäkuun inflaatioluvut | Öljyn hinta oli eilen voimakkaassa laskussa Libyan vientiterminaalien avauduttua