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EUROPE
Germany calls for
global payments system free of US – FT
Foreign
minister seeks European autonomy on issues such as Iran
Merkel cool on EU
independent payment system to save Iran deal – Reuters
The ECB Leaves
Companies Staring Into the Void – BB
September
normally means good times for European corporate bonds. Not this year.
Russians Get a
Revisionist View of Soviet Union’s End – BB
A
new narrative paints from a former vice president paints Yeltsin as a tool of
the U.S. in thwarting 1991 coup by hardliners.
UNITED STATES
Five ways Trump
could weaken the dollar – ING
Can
President Trump instruct the US Treasury to intervene in FX markets and weaken
the dollar? Twelve months ago, we wouldn't have even considered this question.
But under this new mercantilist US regime, who knows? We identify five ways in
which Washington could try to engineer a weaker dollar
The Fed May Be
About to Make a Mistake – BB
Markets
are skeptical that inflation will rise enough to justify the need for several
more rate hikes.
FOMC Minutes:
September Hike Coming; "Trade Disputes" Cited As Main Risk – ZH
Will the Fed Trump
the President or vice versa? – Tony
Yates
OTHER
The IMF Should
Stick to Its Guns –
BB
If
countries such as Pakistan want bailouts, they need to live up to the Fund’s
standards.
Turkey-U.S. Tiff
Shows How Deep NATO’s Problems Run – BB
Europe
can’t just blame Trump if everything falls apart.
Price and
wage-setting in advanced economies: Selected takeaways from the ECB’s Sintra
Forum
– voxeu
REGULARS
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
WSJ Economics – WSJ
Record
Bull Market | Auto Tariffs | Chinese Savers
Danske Daily – Danske
Bank
Daily
Market Comment
– Marc
Chandler
Markets
Take US Political Developments in Stride
Brussels Playbook – Politico
View
from the East — Politics is a game show — Trump’s dumpster-fire day
Five Things You
Need to Know to Start Your Day – BB
US Open – ZH
Futures
Fall On Trump Legal Fallout As S&P Bull Run Hits Record
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
Fedin elokuun kokouksen pöytäkirjasta ei odoteta
yllätyksiä, muilta osin luvassa rauhallinen päivä | USA:n uusimpien
Venäjä-sanktioiden on määrä astua voimaan tänään | Dollari heikkeni Trumpin
Fed-kritiikin myötä, Turkin liiran liikkeet tasaantuneet