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Monday, November 26

26th Nov - Market relief


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EUROPE
Eurozone growth stuck below trend rateABN AMRO

Germany: Still groping in the darkING
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 2008BB
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 SoonProject 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 cutsKevin Muir


REGULARS
EU Open RundownRANsquawk

Brussels Edition DailyBB

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

Eco Day EuropeBB
May's Brexit Pitch, Italy Budget, Emerging Markets 2019

FirstFT Daily BriefingFT

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

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Greenback is Softer but the Market may be Getting Ahead of Itself

Brussels PlaybookPolitico
Crimea escalation — Barnier’s masterpiece — Tsipras’ top tips

Five Things You Need to Know to Start Your Day BB

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

US OpenZH
Futures, Global Stocks Surge As Italy, Fed Optimism Halts Rout

US Open RundownRANsquawk

AamukatsausNordea
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