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Monday, November 26

26th Nov - Market relief


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EUROPE
Eurozone growth stuck below trend rate – ABN AMRO

Germany: Still groping in the dark – ING
The latest Ifo index just somewhat undermines hopes for a swift and strong rebound of the German economy in the final quarter of the year

Ferdinando Giugliano: Italy's Populists Aren't the Only Ones to Blame – BB
Di Maio and Salvini have provoked Brussels, but the country has lived with an enormous public debt for more than two decades with little consequence.


OTHER
Andy Mukherjee: Asia’s Liquidity Squeeze Is the Worst Since 2008 – BB
Previous episodes either preceded or coincided with global slowdowns. And it’s only going to get worse.

How do global value chains impact the krona exchange rate’s effect on exports? – Riksbank

Anatole Kaletsky: Why a US-China Tariff Ceasefire Is Coming Soon – Project Syndicate
Donald Trump's negotiating style – “shout loudly and carry a white flag” – may seem incoherent and dishonest, but it has been spectacularly successful for him. And he's about to use it again with China.

A history of first cuts – Kevin Muir


REGULARS
EU Open Rundown – RANsquawk

Brussels Edition Daily – BB

Brussels Briefing – FT
France ambushes the EU’s New Hanseatic League - Bruno Le Maire launches attack against ‘closed clubs’ that threaten the European project­­­

Eco Day Europe – BB
May's Brexit Pitch, Italy Budget, Emerging Markets 2019

FirstFT Daily Briefing – FT

WSJ Daily Economics – WSJ
Brexit or Bust, the Price of Climate Change and Bitcoin’s Bad Week

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Greenback is Softer but the Market may be Getting Ahead of Itself

Brussels Playbook – Politico
Crimea escalation — Barnier’s masterpiece — Tsipras’ top tips

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

Eco Day US – BB
The world economy looks weaker, leaving investors uncertain * ECB President will face questions as he mulls stimulus future

US Open – ZH
Futures, Global Stocks Surge As Italy, Fed Optimism Halts Rout

US Open Rundown – RANsquawk

Aamukatsaus – Nordea
Markkinoiden huomio kiinnittyy loppuviikon G20-kokoukseen, jossa USA:n ja Kiinan presidentit tapaavat | Viikolla tulossa euroalueen ja USA:n inflaatiolukuja | Euroalueen ostopäällikköindeksit laskussa, öljyn hinta tippui reippaasti