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Friday, October 12

12th Oct - Second day of bear's pause


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EUROPE
Devil is in the details: Italian and French deficits are not quite comparable – Pictet
Each EU member state is currently preparing 2019 budget plans for formal submission to the European Commission (EC) before mid- October.

Eurozone industrial production bounces back in August – ING
Production increased by 1% MoM after two consecutive declines, which will keep the industry on track for a small positive contribution to growth in Q3. But this hardly moves the needle on the cruising speed of Eurozone GDP
 

REGULARS
EU Open Rundown – RANsquawk

Brussels Edition Daily – BB

Brussels Briefing – FT
There’s no end in sight for the EU’s migration dramas - plans developed to send rescued people to centres in Africa have run into trouble

Eco Day Europe – BB
Italy's Budget Vote, Fed-Bashing, Yuan Manipulation

FirstFT Daily Briefing – FT

WSJ Daily Economics – WSJ
Global Stocks Rebound | Trump Says Fed is ‘Out of Control’ | Social Security Boost for Seniors

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Brussels Playbook – Politico
Lonely in Poland — Juncker remembers — Macron maths

Five Things You Need to Know to Start Your Day – BB

Eco Day US – BB
World Economy's Bumpy Week, BOE Forecasts, ECB Pause

US Open – ZH
Global Stocks Rebound To End Worst Week Since February

US Open Rundown – RANsquawk

Aamukatsaus – Nordea
Ruotsin inflaatio yllätti positiivisesti, USA:ssa puolestaan inflaatiokehitys jäi vaisuksi | USA:ssa osakemarkkinat jatkoivat laskuaan eilen, myös Euroopassa ja Aasiassa pörssit punaisella | Tänään tulossa euroalueen teollisuustuotannon lukuja