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Thursday, January 17

17th Jan - RIP Jack


OTHER
Forget the Trade War. China Is Already in Crisis – BB
Even if the second-largest economy resolves the current slowdown, it will remain mired in a debt-driven slump.

The Stock Melt-Up Explained in Three Easy Pieces – BB

RIP, Jack Bogle – Abnormal Returns

Predicting recessions using term spread at the zero lower bound: The case of the euro area – voxeu


REGULARS
EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT
Swedish stability: Stefan Lofven looks set to win re-election as prime minister in an unprecedented third parliamentary vote

Brussels Edition – BB

Brussels Playbook – Politico
Commission’s grand no-deal Brexit tour — Old friend, new foe — Salvini starts fashion trend

Danske Daily – Danske Bank

Eco Day Europe – BB
How May Could Win a Brexit Deal, China's Quiet Stimulus * Singapore is latest Asian nation to report trade slowdown * Yen could reach strongest in six years if recession hits

Daily Market Comment – Marc Chandler
Risk Assets Underperform as Investors Await Fresh Developments

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

US Open Rundown – RANsquawk

Eco Day US – BB
U.S. Recession Risk, China's Quiet Stimulus, U.K. Homes * Deutsche Bank sees danger of recession as soon as this year *  China quietly cuts borrowing costs while keeping rates on hold


FINNISH
Aamukatsaus – Nordea
Mayn hallitus selvisi niukasti epäluottamusäänestyksestä, neuvottelut erosopimuksesta jatkuvat ja kaikki vaihtoehdot ovat auki | Tänään on tulossa hiljainen tilastopäivä | Turkin keskuspankki piti ohjauskorkonsa ennallaan, liira vahvistui