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Thursday, July 26

26th Jul - EU/US truce, ECB sits

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Introductory statement to the press conferenceECB

ECB Sticks to Its Knitting, No SurprisesMarc Chandler

Message from the ECB: Enjoy summer!Pictet

Trump’s Trade War Is Uniting ECB Hawks and DovesBB
German monetary hawks finally have something bigger than inflation to worry about.

ECB Pledges QE End By Year End, Rates On Hold Until Next "Summer"ZH

ECB Watch: Summer in the City (of Frankfurt) Nordea
The ECB did not reveal any new monetary policy signals at today’s meeting, but did point to prominent trade war risks. We see some upside for longer bond yields, not because of the ECB but because of recent trade negotiations.

ECB: Get back to the cold drinks, nothing to see hereING
ECB leaves everything unchanged and confirms main messages from June

Leonid Bershidsky: How the EU Bureaucrat Won Bigger Than Trump
Trump needed a deal, but it’s the European Commission president who exceeded expectations.

Editorial: Trump’s Welcome Retreat on Trade WarBB
He took a softer line after meeting with the president of the European Commission. Let’s hope it lasts.

Goldman: Ceasefire With EU Makes Trump's Trade War With China Even WorseZH

Noah Smith: Trump Is Fighting the Wrong Kind of Trade WarsBB
Aside from China, the president is aiming his fire in the wrong direction.

EU Open RundownRANsquawk

FirstFT Daily BriefingFT
US-EU trade truce, Pakistan vote, Facebook friendless

US and Europe Agree to Iron Out Trade Differences, Facebook Falls on Revenue Warning

WSJ EconomicsWSJ
Trump Announces ‘New Phase’ For U.S.-EU Trade, Auto Tariffs On Hold

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Equities like EU-US Trade Truce more than the Euro

Brussels PlaybookPolitico
Trump loves EU — Sticking points — Poland’s bad day in court

Five Things You Need to Know to Start Your DayBB

A Tale Of Two Markets: Trade War Relief Mixed With Tech Rout

Presidentti Trump ja EU:n Jean-Claude Juncker pääsivät alustavaan sopimukseen kauppaneuvotteluissa | Päivän tärkein tapahtuma on EKP:n kokous | Riskinottohalukkuus oli kasvussa kauppaneuvotteluiden myötä