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Tuesday, September 18

18th Sep - China tariffs

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Editorial: The EU Has a Problem With Dirty MoneyBB
Leaving national supervisors in charge of money laundering is a mistake.

Two years to the next US recession? That’s what the yield curve saysNordea
The slope of the yield curve is the single best indicator of a looming US recession. From the yield curve, we extract the signals about the timing of a recession by constructing a month-to-recession indicator.

Satyajit Das: The Risk of Derivatives Isn’t Gone - It’s Merely MorphedBB
The problem child of the 2008 financial crisis now lives in central counterparties.
Yield OutlookDanske Bank
Italy moving to the background and Fed hikes to continue -
China’s Trade-War Tack Is Steeped in HistoryBB
Beijing’s nationalist mood means this isn’t just another economic fight.

Trump & Trade: Feeling the pressureING
President Trump has announced the latest round of tariffs on imports from China with China vowing an immediate response. With the president's approval rating at a four-month low and the mid-terms fast approaching, there is no prospect of an imminent easing in tensions

2.5% of world trade impacted by Trump tariffsING
As President Trump pulled the trigger on 10% additional tariffs on imports from China last night, the percentage of world trade affected by it all just went up to 2.5%. If the US acts on further tariff threats, this could go up to 4%

China Watch: The 200bn dollar question answered ABN AMRO

China unlikely to give in to Trump’s demands despite new tariffsDanske Bank

Chinese economic data points to some stabilizationPictet
Latest data releases from China broadly point to stabilisation in activity in August after a notable deceleration in the previous months.

Fresh tariffs should have limited impact on US economy for nowPictet
The Trump administration has announced new tariffs on USD200 billion of Chinese imports, initially at a rate of 10%, rising to 25% in January.

The macro impact of the US-China trade warABN AMRO
Tariffs to push up inflation, but growth impact less certain

Just The Start: Goldman Expects Another Round Of Tariffs "In Weeks"ZH

Beijing To Levy $60BN In Tariffs On US Goods Effective Sept 24ZH

EU Open RundownRANsquawk

Brussels Edition DailyBB

FirstFT Daily BriefingFT

WSJ Daily EconomicsWSJ
The Unintended Consequences of U.S. Tariffs | Apple Dodges a Bullet | Merry Christmas!

Danske DailyDanske Bank
New tariffs fuels US-Chinese trade tensions

Brussels PlaybookPolitico
Jourová’s letter to Russia — Poland deluge — Trump tariffs

Five Things You Need to Know to Start Your DayBB

Futures, Global Markets Rebound After "Measured" China Response To New Tariffs

US Open RundownRANsquawk

USA asettaa uusia tulleja kiinalaisille tuotteille | Ruotsista saadaan elokuun työttömyysluvut | Riksbankin pöytäkirja haukkamainen, Ruotsin kruunu vahvistui reilusti