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 Bulletin – ECB

  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, incomplete – Reuters

EU Spells Out to Italy Why Its Budget Plans Just Won't Fly – BB
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 Math – BB
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 Distributed – Marc Chandler
If neither the US nor China changes its course, an "iron curtain may soon descend."  Pssst...the future has happened.


REGULARS
EU Open Rundown – RANsquawk

Brussels Edition Daily – BB

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

Eco Day Europe – BB
ECB QE Review, U.K. Cabinet Showdown, Small-Town Spain

FirstFT Daily Briefing – FT

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

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Greenback Marks Time Ahead of FOMC

Brussels Playbook – Politico
EPP D-day — 20 women shaping BXL — Italy’s new headache

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

Eco Day US – BB
Fed Meeting, Midterm Impact, EU's Message to Italy

US Open – ZH
US Stock Futures Slide, Dollar Rises As Fed Looms

US Open Rundown – RANsquawk

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