Google Analytics

Thursday, November 8

8th Nov - Europe's ills





Follow ‘MoreLiver’ on Twitter

EUROPE
Europe's Banks John Cochrane

Europe Gets a $1 Billion Reminder of Turkey’s Pain BB
Money manager Steve Eisman’s bearish bet on two European banks exposed to Turkey’s currency meltdown this summer is proving prophetic. The after-effects will linger.

EU Sees Risks Mounting in an Economy Already Under Pressure BB
Lowers 2019 euro-area GDP prediction to 1.9% from 2% * Sees high uncertainty, forecasts wider Italian budget deficit

European Economic Forecast Autumn 2018 EU

Economic BulletinECB

  ITALY
Italy set to breach 3% deficit limit, says Brussels
FT
Commission intensifies confrontation with coalition government over its budget plans

Italy's Tria says EU forecasts are inaccurate, incompleteReuters

EU Spells Out to Italy Why Its Budget Plans Just Won't FlyBB
Commission’s subdued outlook may be overly optimistic: Codogno * EU sees GDP up 1.2% in 2019, government targets 1.5% growth

Italy's Populist Coalition in Question as EU Pans Budget MathBB
Government rides high in polls, but dogged by infighting * Survival chance seen at 60% until European Parliament vote


UNITED STATES
Fed Sticks To Script, Enjoys the Sweet Spot Marc Chandler


OTHER
The Future is Already Here--It is Just Not Evenly DistributedMarc Chandler
If neither the US nor China changes its course, an "iron curtain may soon descend."  Pssst...the future has happened.


REGULARS
EU Open RundownRANsquawk

Brussels Edition DailyBB

Brussels BriefingFT
Italy’s numbers game - Brussels is set to confirm that it doesn't agree with Rome's optimistic assessment

Eco Day EuropeBB
ECB QE Review, U.K. Cabinet Showdown, Small-Town Spain

FirstFT Daily Briefing FT

WSJ Daily EconomicsWSJ
Trump’s Trade Agenda | Who Cares About the Economy? | It’s Fed Day!

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Greenback Marks Time Ahead of FOMC

Brussels PlaybookPolitico
EPP D-day — 20 women shaping BXL — Italy’s new headache

Five Things You Need to Know to Start Your DayBB

Eco Day USBB
Fed Meeting, Midterm Impact, EU's Message to Italy

US OpenZH
US Stock Futures Slide, Dollar Rises As Fed Looms

US Open RundownRANsquawk

AamukatsausNordea
Päivän mielenkiintoisin tapahtuma on Fedin kokous, korkoa ei kuitenkaan nosteta | USA:n oikeusministeri Jeff Sessions erosi | Pörssit olivat nousussa USA:n välivaalien jälkeen