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Tuesday, November 20

20th Nov - Stocks falling, near previous lows




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EUROPE
ECB view: Mr Draghi changes his tone, sounding less optimistic – ABN AMRO

The ECB’s measures of underlying inflation for the euro area – voxeu

Deutsche Bank Shares Hit Record Low On Massive Money Laundering Fears – ZH

Deutsche Bank, Again – Global Macro Monitor


OTHER
Stocks Slammed Into Red For 2018 Amid Carnage In Crude, Crypto, & Credit – ZH

China’s Biggest Problem Isn’t Trump. It’s China – BB
Long before the trade war heated up, Beijing started cooling off its own economy.

Thailand’s No Beach Party for Investors – BB
With an aging population and two lost decades in the stock market, the nation looks to have acquired a dose of the Japan blues.

Who's buying leveraged loans anyways? – FT
Beyond deteriorating protections for lenders, critics have grown wary of just who is buying these loans. In recent years, it has increasingly been retail investors.


REGULARS
EU Open Rundown – RANsquawk

Brussels Briefing – FT
How to classify Brexit texts - side-declarations, which are a favourite of negotiators, could pose problems for May

FirstFT Daily Briefing – FT

WSJ Daily Economics – WSJ
Is the U.S. Ready for the Next Recession?

Danske Daily – Danske Bank
Sour risk sentiment amid continuing Brexit turmoil

Daily Market Comment – Marc Chandler
Equity Slide Continues

Brussels Playbook – Politico
Into the Brexit abyss — Europe hearts the euro — Italian woes

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

US Open – ZH
"A Sea Of Red": Global Stocks Plunge With Tech Shares In Freefall

Aamukatsaus – Nordea
Suomesta saadaan uutta tilastoa työllisyyden kehityksestä | Lisäksi Saksasta julkaistaan tuottajahinnat, Venäjältä puolestaan tilastoa työmarkkinoista | Eilen oli hiljainen päivä tilastojulkistusten osalta

Voiko Italiaa pakottaa mihinkään? – Peter Nyberg