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Friday, September 14

13th Sep - Dull ECB, US-China trade war menopause?

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The EU moves to punish HungaryING
Punishment beckons for Hungary for allegedly breaching core European values. Economic reaction has so far been muted, but reputational damage could hit investment

Bank of England Keeps Rates Unchanged In Widely Expected Decision – ZH
Bank of England review: Waiting for Brexit news – Nordea
BoE: Steady course in stormy waters – ING

Monetary policy decisions – ECB
Introductory statement to the press conference – ECB
ECB staff macroeconomic projections – ECB

ECB To Keep Rates Unchanged "Through Summer Of 2019", End QE By 2019 – ZH
Draghi Sticks to Script – Marc Chandler
Reinvestment policy on the agenda in October and December – Nordea
The ECB’s taper autopilot is still on – ING
Reduction of monthly purchases forward guidance unchanged – ING
ECB reaffirms plans to halt bond-buying programme – FT

Lira Soars After Massive Rate Hike Of 625bps To 24% - ZH
TRYing to restore confidenceNordea

How Long Until The S&P Doubles From Here And What Will Cause It To Do So? ZH

U.S. Asks China for New Round of Trade Talks Led by Mnuchin – BB
U.S. Proposing New Round of Trade Talks With China – WSJ
China open to US talks to defuse trade tensions – FT
Trade Talks: Some cause for hope? – ING
Trump Denies WSJ Report, Says "Under No Pressure To Make Deal With China" – ZH

Chief Economist's Corner: 10 years after LehmanNordea
At this time ten years ago the international financial crisis erupted when the major US investment bank Lehman Brothers collapsed on 15 September. Today, the world economy is again in great shape but the legacy of the crisis continues to weigh.

Editorial: We Never Learned From LehmanBB
Ten years after the bank’s collapse, the financial system remains too fragile.

El-Erian: Nine Lessons From the Global Financial CrisisBB
The system is a lot safer, but some important changes have been put off until the next meltdown.

The No. 1 Lesson of the Lehman Collapse: QE WorkedBB
Doomsayers predicted that the Fed’s bond-buying spree would wreck the U.S. economy. Instead, it made the recovery possible.

Who Lost the Most in the Financial Crisis? Ordinary AmericansBB
Wealth transferred to banks and sophisticated investors.

Europe’s Bankers Are the Big Post-Lehman LosersBB
While local politicians and CEOs dithered, Wall Street cleaned up.

EU Open RundownRANsquawk

Brussels Edition DailyBB

FirstFT Daily BriefingFT

WSJ Daily EconomicsWSJ
The Trump Administration Reaches Out To China

Danske DailyDanske Bank
Amid ECB and BoE meetings also keep an eye on Turkey

Daily Market CommentMarc Chandler
Vulnerable To Disappointment

Brussels PlaybookPolitico
Juncker’s swan song — RIP internet? — Orbán defiant

Five Things You Need to Know to Start Your DayBB

US Open ZH
Global Stocks Rise Ahead Of Central Bank Barrage, Inflation Data

US Open RundownRANsquawk

EKP sekä Englannin ja Turkin keskuspankit kokoustavat tänään | USA:sta saadaan inflaatiolukuja | Ruotsin ja Norjan kruunut vahvistuivat euroa vastaan