EUROPE
Eurozone exports
dropped in September
– ING
Weakening
exports may have been impacted by domestic factors in September, but the export
outlook remains clouded with uncertainty for the months ahead
Euro area
international trade in goods surplus €13.1 bn – Eurostat
Brexit Monitor – Danske
Bank
Cabinet
not unanimously behind May while Brexiteers are discussing whether to try and challenge
her
After May’s
divorce deal: the road ahead for Brexit – Pictet
Theresa
May’s cabinet has approved her divorce deal with the European Union (EU).
The Punk Rock Life
Is No Place for the ECB – BB
Germany’s
GDP flutter shouldn’t dislodge its careful guidance on ending QE. But it still
needs to watch for minefields.
UNITED STATES
US CPI comment:
Slower momentum
– Nordea
Core
inflation came out broadly in line with expectations in October, but momentum
has slowed, and we expect a few readings around these levels before core
inflation heads higher again.
2018 Annual Report
to Congress
– Office
of Financial Research
This
2018 Annual Report to Congress states that risks to U.S. financial stability remain
in the medium range, reflecting a mix of high, moderate, and low risks in the
financial system.
OTHER
China hard data
for October reveals mixed picture – Pictet
A Closer Look at
the BoC-BoE Sovereign Default Database – Bank
Underground
REGULARS
EU
Open Rundown –
RANsquawk
Brussels
Edition Daily –
BB
Brussels
Briefing
– FT
The day after the Brexit deal - the
whopper withdrawal agreement is 585 pages of dense reading time
Eco
Day Europe
– BB
Revolt on Brexit, China Trade Plans,
'Quad' Pushes Back
FirstFT
Daily Briefing
– FT
WSJ
Daily Economics
– WSJ
Big Tech vs. Flyover Country
Danske
Daily
– Danske
Bank
Daily
Market Comment
– Marc
Chandler
UK Political Drama Roils Sterling
Brussels
Playbook
– Politico
Brexit losers — Bucharest blues — Trump’s
indecency
Five
Things You Need to Know to Start Your Day – BB
US
Open
– ZH
Global Rally Shattered, Europe Slides As
Brexit Turmoil Returns
US
Open Rundown
– RANsquawk
Aamukatsaus – Nordea
USA:sta
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