EUROPE
Winter Comes Early
to Gas Market in Europe – BB
Environmental
rules push up demand for cleanest fossil fuel * Consumers hope that rising LNG
supplies will ease their pain
Menace of US
sanctions on Russia looms over Europe’s gas supply – FT
Geopolitics
meddles with the Nord Stream 2 project
The EU’s new
Hanseatic League picks its next Brussels battle – FT
Hansa’s
newest crusade is on the state of the single market
Editorial: This
European Ruling Could Break the Internet – BB
Establishing
a global “right to be forgotten” would be a big mistake.
Nobody has a plan
to lift the curse on centrist politics in Germany – FT
Debate
over Angela Merkel’s fate distracts from the shift towards extremist parties
Fiscal Freedom in the Eurozone? – Project Syndicate
Limit
the foreign debt. If citizens accept more debt for growth, make them carry the
risk.
ITALY
Editorial: Italy’s
political leaders are playing a dangerous game – FT
Fiscal
irresponsibility and defiance could deepen Rome’s troubles
Italian Bonds
Resume Slide After Report Europe Will Reject Budget Proposal – ZH
Italian Stocks,
Bonds, Euro Tumble After Europe Says Budget "Almost Certainly Violates
Rules"
– ZH
EU's Juncker warns Italy not to go ahead with proposed 2019 budget – Reuters
OTHER
BofA's "Best
Leading Indicator For Global EPS" Just Crashed – ZH
NAFTA
Trump Clinches
Rebranded Nafta as Canada Joins Pact With Mexico – BB
Breakthrough
preserves three-way structure of original deal * New pact gives Mexico, Canada
reprieve on vehicle tariffs
Canada and US
negotiators reach deal to revamp Nafta – FT
New
trilateral pact to be called the United States-Mexico-Canada Agreement
In Trump win, Canada, U.S. deal saves NAFTA as trilateral pact – Reuters
Trade deal largely
spares Canada, Mexico from any Trump auto tariffs – Reuters
Factbox: Details
of the new North America free trade deal – Reuters
Globalists Will
Love Trump’s New Nafta Deal – BB
Despite
the fanfare, the agreement doesn’t change much.
Saved by the Nafta
bell
– ING
Finally
some good news on the trade front. A trilateral trade deal between the US,
Canada and Mexico has been agreed in principle, helping to lift the Canadian
dollar and Mexican peso. However, the spillover effects have been disappointing
View: In Trump
win, Canada, U.S. deal saves NAFTA as trilateral pact – Reuters
Factbox: Details of the new North America free trade deal – Reuters
REGULARS
EU Open Rundown – RANsquawk
Brussels Edition
Daily
– BB
Brussels Briefing – FT
Eco Day Europe – BB
U.S.-Canada
Deal, China Hurting, Coeure Wants Stimulus
FirstFT Daily
Briefing
– FT
Daily Market
Comment
– Marc
Chandler
NAFTA
Deal Struck, Softer EMU Mfg PMI, and Firm Greenback Starts Week
Brussels Playbook – Politico
Macedonian
mess — Spitzen field narrows — Tory circus
Five Things You
Need to Know to Start Your Day – BB
Eco Day US – BB
Nafta
Deal, U.S. Recession Risk, U.K. Manufacturing
US Open – ZH
US
Futures, Loonie, Peso Jump After Last Minute Nafta Deal
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
Italian budjetin alijäämätavoite huoletti markkinoita,
valtion korko nousi 23 korkopisteellä | Kanada ja USA pääsivät sopimukseen
kauppaneuvotteluissa | Tällä viikolla saadaan USA:n teollisuuden ISM-indeksi ja
työmarkkinaraportti