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Monday, November 19

19th Nov - Turning lower again


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EUROPE
Eurozone: Signs of life from the French-German axis – ING
Just when you thought it was all over for eurozone reform, the French-German axis returns with a proposal for a eurozone budget

Dutch finance minister hits out at ‘unconvincing’ eurozone budget plan – FT

Leonid Bershidsky: Germany Doesn’t Really Want an EU Army – BB
A supranational fighting force is politically untenable, but fixing an inefficient procurement system would be highly desirable.

The current economic situation in Germany – Bundesbank

Danske whistleblower criticises Deutsche Bank’s role in scandal – FT
Danish parliament told that $150bn of questionable funds went through German lender


UNITED STATES
Who is Paying for the Trade War with China? – EconPol
China Is Paying for Most of Trump's Trade War, Research Says – BB

Nomura Calls The End Of Normalization – ZH
"The Fed Is Blinking In Front Of Our Very Eyes"


REGULARS
EU Open Rundown – RANsquawk

Brussels Edition Daily – BB

Brussels Briefing – FT
Franco-German eurozone budget lets down Team Macron - sceptics would say that the one thing the EU doesn’t need is another investment tool

FirstFT Daily Briefing – FT

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Does Monday's Calm mean a Storm is Around the Corner?

Brussels Playbook – Politico
Endless Brexit curse — Eurozone spluttering reform — Sabine Weyand’s next move

US Open – ZH
Futures Slide After US-China APEC Clash, Apple Production Cuts

US Open Rundown – RANsquawk

Aamukatsaus – Nordea
Tällä viikolla tulossa EKP:n pöytäkirjan julkaisu sekä euroalueen ostopäällikköindeksit | Lisäksi Italian budjettiprosessi ja Brexitin eteneminen seurannan kohteina | Suomen uusi väestöennuste maalasi synkkiä tulevaisuudennäkymiä