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Thursday, August 30

29th Aug - European control fantasies

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Europe’s Bid to Take Back Control From Trump May Have to Wait BB
German, French leaders seek financial, defense independence * EU efforts come after Trump undermines trans-Atlantic order

Germany: Social delivery ING
In its first meeting after the summer break, the German government demonstrated enthusiasm to act and deliver on its social promises, adding more pro-cyclical fiscal stimulus to the economy

U.K. and EU Drop October Deadline for Brexit Deal BB
Both sides see mid-November as new end date for divorce talks * Theresa May’s spokesman says pace of negotiations accelerating

Daniel Gros: Italian risk spreads: Fiscal versus redenomination riskvoxeu
Redenomination risk appears to be responsible for about half of the overall increase in the spread, suggesting that playing with the idea of exiting the euro can be costly even if public finances remain under control.

Sweden: Krona at multi-year low and decline isn’t over yetING
SEK continues swimming naked. Despite reaching a new multi-year low vs the EUR, we look for further SEK weakness (to EUR/SEK 11.00) as both domestic and external factors weigh on the currency

Mark Whitehouse: Why Putin’s Russia Can’t GrowBB
He’s spent 18 years undermining what the country needs most: rule of law.

Editorial: Vladimir Putin’s Mission ImpossibleBB
Reviving the economy won’t be easy, and he’s the reason.

Leonid Bershidsky: Putin's Master Class in Survival - BB
Want to know why he's still in power? Look at his response to unpopular changes to Russia’s pension system. 

Information in the Yield Curve about Future RecessionsFED

EU Open RundownRANsquawk
FirstFT Daily Briefing FT

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Dollar Finds Support, but Downside Correction May Not be Over

Brussels PlaybookPolitico
Italian blackmail — Macron’s new enemies — McCain’s last laugh

Five Things You Need to Know to Start Your DayBB

Markets Tread Water Ahead Of Looming Deadline For Canada To Reach Nafta Deal

US Open RundownRANsquawk

Ruotsin kruunu heikentyi vuoden pohjalukemiinsa heikkojen kaupan myynnin lukujen myötä | Päivän huomio keskittyy USA:n 2. neljänneksen BKT-lukujen toiseen julkaisuun | USA:n ja Meksikon kauppasopimuksesta lisätietoja etenkin autoteollisuuden osalta