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Tuesday, July 17

17th Jul - Trump clarifies - or backtracks?

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Leonid Bershidsky: Putin's Spies Can't Even Get Along With Each OtherBB
Interagency rivalries expose the adventurous GRU and it’s mistakes.

May in Brexit Turmoil as Her Majority Is Cut to ThreeBB
A tenth member of her government is reported to have quit in order to vote against her.

Putin and Trump: Enemies, allies or competitors?Nordea
A journey of a thousand miles begins with a single step. Will the first step made yesterday by Trump and Putin be enough to revitalize US-Russian relationship?

Trump’s Defense of Putin Proves Too Much for Some Republicans BB
Allies back away from president’s remarks on U.S. Intelligence * Former congressman says GOP at ‘inflection point’ on president

Ramesh Ponnuru: Trump’s Russia Fixation Has a Simple ExplanationBB
He can’t separate the question of interference in the election from the question of his own legitimacy.

Trump says he has confidence in US agencies on Russia, misspoke in Helsinki Reuters

Mark Gongloff: Trump's Helsinki Walk-Back Doesn't Go Far EnoughBB
There are still questions about his deference to Putin.

More S&P 500 Companies Seeing Negative Impact from FX Than Tariffs in Earnings Calls for Q2Factset

The Rising Dollar Is Weighing on Corporate Earnings WSJ

Wall Street Profit Expectations Tumble As Economic Pessimism Surges ZH

Mark Gilbert: Sovereign Wealth Fund Warning Light Is FlashingBB
When the world’s biggest investors scale back, everyone should take notice.

Perspectives Aug-Sep Pictet
After a relatively subdued first half for risk assets, the outlook for the rest of 2018 looks complicated, but not without hope.

Globalization is more than Pax AmericanaMarc Chandler

Trade tension and ChinaFT

Gauging the market impact of global trade tensionsBlackRock

EU Open RundownRANsquawk

FirstFT Daily BriefingFT
Trump backs Putin, Netflix falls short, Europe’s most divisive commodity

Republicans Reproach Trump on Russia, Oil Market Dynamics Are Shifting

WSJ EconomicsWSJ
Whirlpool Applauded U.S. Tariffs. Then Things Got Complicated.

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Dollar on Back Foot Ahead of Powell

Brussels Playbook Politico
Welcome to the new world order — Japan-EU’s Trump bump — Fruit fascism

Futures Flat Ahead Of Powell As Netflix Shock Lingers Over FAANGs