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Tuesday, November 13

13th Nov - A Brexit deal?




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EUROPE
Greece May Free Its Banks From €42 Billion of Bad Debt – BB
The central bank is working on a plan to help banks cut their bad debts in half.

Marcus Ashworth: Italy’s Money Problems Are Only Just Beginning
– BB
Italy is really struggling to sell its longer-term debt. It will probably cope for the rest of this year, but how will it raise 250 billion euros in 2019?

Europe must cut a grand bargain with Italy – FT
Rome has to reform, while Brussels should accept that austerity is not the answer

Britain agrees Brexit divorce deal with EU, May's opponents vow to thwart it – Reuters

UK and EU hammer out draft Brexit divorce – FT
Crunch cabinet meeting on Wednesday in moment of danger for Theresa May

Analysis: May’s Brexit compromise comes with high price – FT

Confused About Brexit? Here’s a Guide as the Endgame Begins – BB


OTHER
Stocks Rally On Report China's Top Trade Negotiator To Meet Mnuchin In Washington – ZH

Oil tumbles more than 6% as demand concerns grow – FT
Market imbalance raises prospect of Opec curbing production to keep prices in check

  
REGULARS
EU Open Rundown – RANsquawk

Brussels Edition Daily – BB

Brussels Briefing – FT
Merkel’s Strasbourg swansong - diplomats expect the chancellor’s address to be big on values but sparse on substance

Eco Day Europe – BB
Brexit Still Elusive, U.S. Mulls Car Duties, Fed Hikes

FirstFT Daily Briefing – FT

WSJ Daily Economics – WSJ
U.S. and China Resume Trade Talks

Danske Daily – Danske Bank
Deadline for Italy to revise its budget

Daily Market Comment – Marc Chandler
Weak Turn-Around Tuesday

Brussels Playbook – Politico
Breaking Brexit — No fun for Juncker — Future of Europe, Merkel style

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

Eco Day US – BB
Growth in 2019, U.K. Pay, U.S. Firms' Price-Hike Plans

US Open – ZH
Global Markets Rebound On Renewed Trade Hopes, Oil Slides For Record 12th Day

US Open Rundown – RANsquawk

Aamukatsaus – Nordea
Italian hallituksen on määrä toimittaa tänään uusi budjettiesitys Euroopan komissiolle | Norjasta saadaan BKT:n kasvulukuja, Iso-Britanniasta puolestaan tilastoa työmarkkinoiden kehityksestä | Öljyn hinta jälleen laskussa, euro heikentyi