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Tuesday, November 27

27th Nov - Quiet


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EUROPE
L. Bershidsky: Russia After Putin: Where’s the Vision of Something Better? – BB
Opposition leaders shouldn’t give up on the idea of integrating Russia into Europe.

Editorial: The Right (and Wrong) Way to Deal With Nord Stream 2 – BB
U.S. sanctions against European companies are a bad idea.

3 Words and $3 Trillion: The Inside Story of How Draghi Saved the Euro – BB
On July 26, 2012, the European Central Bank president drew a line in the sand and framed his legacy.

ECB’s corporate exit leaves bond investors on edge – FT
Loss of central bank safety net will add more anxiety amid turn in credit cycle


OTHER
G20: The WTO’s future is at stake – ING
The trade conflict between the US and China is unlikely to be resolved at this weekend's G20 summit. That's not just bad news for world trade and the global economy, it's bad for the World Trade Organization, whose future is now at risk

El-Erian: Trump-Xi Will Make Us Forget This Weekend’s G-20 Confab – BB
The organization has proven unwieldy and ineffectual, so all the attention will be on the leaders of the world’s two biggest economies.

What Oil at $50 a Barrel Means for the World Economy – BB
Oil importers like South Africa, India among biggest winners * Saudi Arabia and Russia revenues will hurt from price slump


REGULARS
EU Open Rundown – RANsquawk

Brussels Edition Daily – BB
Can Brexit be revoked?

Brussels Briefing – FT
Article 50 gets its day at the ECJ - EU’s top court will be deliberating on whether the UK can unilaterally cancel Brexit

Eco Day Europe – BB
Trump Warns on Brexit Deal, Draghi's Legacy, Tariff War

FirstFT Daily Briefing – FT

WSJ Daily Economics – WSJ
Economic Indicators Are Flashing Yellow

Danske Daily – Danske Bank
More sabre rattling ahead of Xi-Trump talks

Daily Market Comment – Marc Chandler
Market Shrugs Off Latest US Tariff Provocation

Brussels Playbook – Politico
Standing with Kiev — Germans vs. Americans — Stopping Brexit

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

Eco Day US – BB
U.S. Capital Spending, $50 Oil's Impact * Trump signals U.S. likely to go ahead with China tariff hike *  The story behind ‘whatever it takes’ as Draghi eyes retirement

US Open – ZH
US Futures, Global Markets Slide, Spooked By Trump Trade Comments

US Open Rundown – RANsquawk

Aamukatsaus – Nordea
Tänään saadaan useita luottamuslukuja Euroopasta | Trump toisti uhkansa uusista tuontitulleista Kiinaa kohtaan, Saksan talouselämän luottamusluvut olivat jälleen laskussa | Italian korko laski eilen reippaasti