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Friday, January 11

11th Jan - Quiet

Leonid Bershidsky: France and Germany Need to Do More Than Renew Their Vows BB
Emmanuel Macron and Angela Merkel’s attempt to make an example of their cooperation faces too many obstacles.

Italy: Flirting with technical recession ING
Poor November industrial production data combined with soft confidence numbers markedly increase the chances of Italy entering a technical recession in 4Q

Concerns about Italy have not gone awayPictet
After battling for more than two months over a 2019 budget plan defiantly non-compliant with the EU fiscal rules, Rome and Brussels struck a last-minute agreement in December that avoided opening an Excessive Deficit Procedure (EDP).

US inflation: Follow the coreING
US headline inflation was depressed by the plunge in energy prices, but we should be focusing on the core rate, which will be pushed higher by rising labour costs in the months ahead

From Jaguar to Macy's, Global Gloom Spreads Across IndustriesBB
Wave of profit warnings, plans to cut jobs in recent days * China, trade tensions, volatility loom large over 2019

Martin Wolf: Why the world economy feels so fragile FT
Political instability will make it harder to ride out a slowdown

Kenneth Rogoff: Risks to the Global Economy in 2019Project Syndicate
Over the course of this year and next, the biggest economic risks will emerge in those areas where investors think recent patterns are unlikely to change. They will include a growth recession in China, a rise in global long-term real interest rates, and a crescendo of populist economic policies.

EU Open RundownRANsquawk

FirstFT Daily Briefing FT

Brussels BriefingFT
Discord marks the official launch of Romania’s EU presidency

Brussels EditionBB

Brussels Playbook Politico
Weber tests the waters — Franco-German love-fest preview — Tusk charms Romania

Danske DailyDanske Bank
Patient central banks

Daily Market CommentMarc Chandler
Trade Optimism and the Recovery in Oil Boosts Risk Appetites

Five Things You Need to Know to Start Your Day BB

US Open RundownRANsquawk

US Open ZH
Futures Slide, Global Rally Fizzles; Oil Set For Longest Rally On Record

Daily EconomyBB
U.S. Recession Risk, European Bad News, U.K. Slowdown * Economists put risk of U.S. recession at a six-year high * Italy keeps Europe on a downer following scare for Germany

USA:ssa pörssit nousivat eilen viidettä peräkkäistä päivää | Hiljaisen päivän parrasvaloissa ovat USA:n inflaatioluvut joulukuulta | EKP:n pöytäkirja ei tarjonnut yllätyksiä, Suomen teollisuustuotanto jatkaa kasvuaan