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Monday, August 27

27th Aug - Good German Ifo, US-Mexico trade deal


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EUROPE
  EUROPE
Italy Says It Won't Adhere to EU Budget as Migrants Leave Ship – BB
More than 100 on Diciotti expected to leave within few hours * Albania and Ireland have offered to take in 20 migrants each

Italy Vows to Veto EU Budget After Feeling Shunned by EU – BB
Deputy Prime Minister Di Maio pledges action in video message * EU commissioner says Italian policians must end accusations

  GERMANY
Merkel Calls for an Assertive Europe
– BB
German leader fresh from Russia’s backyard, Africa is next * End-of-summer TV interview deals with the void left by Trump

Germany Takes Aim at Internet Giants – BB
Federal Cartel Office head Andreas Mundt presents 2017 report * Open markets, consumer protection in digital markets key

Ifo Business Climate Index Rises Clearly – cesifo
German Business Sentiment Rose for First Time in Nine Months – BB
Germany: No hangover as the Ifo bounces back – ING
 

OTHER
Trump Paints Xi Into a Corner – BB
The U.S. approach to trade negotiation misunderstands modern China.


Trump Says He's Agreed on Mexico Trade Deal to Replace Nafta – BB
Canada’s Freeland due in Washington for trade talks on Tuesday * Mexico’s Pena Nieto says he hopes Canada will soon join deal

U.S., Mexico Said Poised to Reach Nafta Deal Soon as Monday – BB
Nations said to have breakthroughs on autos, energy industry * Agreement on bilateral issues would allow Canada to rejoin



REGULARS
EU Open Rundown – RANsquawk

WSJ Economics – WSJ
The Economist Advising Powell | Nafta Breakthrough? | Overgrown Lawns

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Brussels Playbook – Politico
EU slaps down Italy — Balkan history in the making — Cost of a coup

Five Things You Need to Know to Start Your Day – BB

US Open – ZH
S&P To Open At New All Time High Amid Easing Trade War Tensions, Stable Yuan

US Open Rundown – RANsquawk

Aamukatsaus – Nordea
USA:n on määrä ilmoittaa Venäjä-sanktioista, rupla liikkuu kommenttien mukaan | Tämän viikon kohokohtia ovat euroalueen ja USA:n inflaatiolukujen julkaisut | Fedin Powellin puhe oli kyyhkymäinen sävyltään, dollari heikkeni