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EUROPE
Germany: More
thanks to Jean-Claude Juncker – ING
German
businesses remain unimpressed by ongoing trade tensions, pointing to the
continued strength of the economy
Msinterpreted Mr
Draghi –
ABN
AMRO
Draghi’s
‘vigorous’ remarks referred to staff projections
UNITED STATES
Four things to
watch from the Fed this week – ING
The
strength of the domestic economy and rising price pressures will ensure another
rate hike on Wednesday, but will emerging market and trade concerns result in a
slower path of Fed tightening next year?
OTHER
New
U.S.-South Korea Pact Spurs Hopes for Nafta, China Deals – BB
Trump
Clinches His First Trade Deal With Revamped South Korea Pact – BB
The global effects
of global risk and uncertainty – ECB
We
extract a global factor, which explains approximately 40% of the variance of
about 1000 risky asset returns from around the world…the effects of shocks to
the global factor are stronger in countries with a higher degree of trade and/or
financial openness, as well as in countries with higher levels of external
debt, less developed financial sectors, and higher risk rating.
REGULARS
EU
Open Rundown
– RANsquawk
Brussels Edition
Daily
– BB
Eco Day Europe – BB
European
Inflation, Brexit Divisions, Trade War Sets In
FirstFT Daily
Briefing
– FT
WSJ Daily
Economics
– WSJ
Trump
Turns to Allies On Trade | Oil Tops $80 a Barrel | Fed Poised to Raise Rates
Danske Daily – Danske
Bank
Draghi
hints ECB may hike as early as September next year * With no major economic
releases today, market focus will be on political developments around the
Brexit negotiations and US-China trade dispute as well as ECB speeches.
Daily Market
Comment –
Marc
Chandler
Greenback
Remains at the Fulcrum
Brussels Playbook – Politico
Europe’s
media problem — See EU in court — Brexiteers play chess
Five Things You
Need to Know to Start Your Day – BB
Eco Day US – BB
European
Inflation, Brexit Divisions, Trade War Sets In
US Open – ZH
Global
Stocks Jump As Trade, Political Fears Fade; 10Y Yield Hits 2018 High
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
Korot olivat nousussa euroalueella, kun markkinat
reagoivat Draghin inflaatio-kommentteihin | Suomesta saadaan työllisyyslukuja
elokuulta | USA:n ja Kiinan uudet tuontitullit astuivat voimaan eilen