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Wednesday, October 10

10th Oct - Loss of Momentum

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Ferdinando Giugliano: Italy's Banks Stumble Into a New CrisisBB
The country’s lenders are stronger and better capitalized than in the past, but funding costs are increasing and bad loans are still a big problem.

A look back: what Eurozone “risk sharing” actually meantFT
Germany and France got as much risk sharing as their banks needed.

Fed rate decouplingPictet
Fed likely to keep tightening while buoyed by a solid domestic backdrop

Noah Smith: Trump Puts Supply-Side Economics to Its Final TestBB
The president’s tax cuts were supposed to lead to faster growth and bigger wage increases. So far, there’s no sign that pay has gotten a boost.

Stephen Gandel: The Buyback Boogeyman May Have Struck AgainBB
A steep sell-off in stocks coincides with a blackout period for corporate repurchases.

Mnuchin warns China on currency devaluationsFT
US Treasury secretary wants to raise issue in trade talks

The Financial System Is Stronger, but New Vulnerabilities Have Emerged in the Decade Since the CrisisIMF

Martin Wolf: How to avoid the next financial crisisFT
Latest IMF data highlights the lasting damage done by the 2008 collapse

We Forget That the Financial Crisis Had a Trial RunBB
The collapse of hedge fund Long-Term Capital Management had the same ingredients: lots of leverage, huge risk and a surplus of arrogance.

EU Open RundownRANsquawk

Brussels Edition DailyBB

Brussels BriefingFT
Rutte and the ‘Merkelisation’ of Dutch politics - the political parallels between the pair are striking

Eco Day EuropeBB
Anxious Italy, Powell Warned on EM, Trump Deficit Plan

FirstFT Daily Briefing FT

Danske DailyDanske Bank

Daily Market CommentMarc Chandler

Brussels PlaybookPolitico
Timmermans rises — Budget brawls — Auto compromise

Five Things You Need to Know to Start Your DayBB

Eco Day USBB
Anxious Italy, Powell Warned on EM, Trump Deficit Plan

Global Stocks Spooked As US Treasury Yields Resume Their Ascent

US Open RundownRANsquawk

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