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Wednesday, January 23

23rd Jan - Quiet ahead of ECB #4002


EUROPE
An Insider Look at How Angela Merkel Lost Her Grip BB
Rancorous infighting in the ruling coalition helped bring her dominance to an end.

The Immigration Crackdown Doesn't Apply to Rich PeopleBB
Voters might be angry about migration, but “golden visas” for the rich are booming across Europe. There’s a risk of a race to the bottom on standards.

John Authers: The Case for a European Bounce? Ask the ECBBB
The euro zone’s banks need to be stabilized first. Also, the new sick men of Europe.

European banks feeling the slowdown ABN AMRO
Banks have stopped easing credit standards on loans to companies


UNITED STATES
US Macro and Federal reserve forecast updatePictet
We are reducing our 2019 US growth forecast to 2.2%, from 2.4% previously, mostly to account for the partial government shutdown.


OTHER
Editorial: Google Gets Caught in Europe’s Privacy TrapBB
A $57 million fine could lead to much worse for companies and consumers.

Davos tiptoes around the questions of Big Tech governance FT
Techno-optimism appears out of touch with ‘techlash’ over data privacy

The IMF's focus on debt recovery must be correctedFT
Peter Doyle, a former senior IMF economist, argues that the Fund's fiscal conditionality costs more than meets the eye.


REGULARS
Five Things to Start Your Day Asia BB

Eco Day Asia BB
China Consumer Crunch, Trust But Verify, Fed Board Seat * Trump’s protectionist policies are helping Fed meet price goal * BOJ’s Kuroda under pressure as stimulus side effects pile up

EU Open RundownRANsquawk

FirstFT Daily Briefing FT

Brussels BriefingFT
Brussels holds back on ‘golden visas’ criticism - a report avoids naming any member state or even pointing the finger at Russia as a high risk

Brussels Edition BB

Brussels PlaybookPolitico
Japan trade deal pinnacle — New deal for nature — Goodbye, golden visas

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Markets Walk Tightrope after Yesterday's US Equity Drop

Five Things to Start Your Day USBB

US Open Rundown RANsquawk

US OpenZH
Global Rally Returns As Markets Fade Trade Fears, Dollar Slides

Eco Day USBB
Fed Plans, Davos on the World Economy, China Concern * Global recession not seen in Davos even as world economy slows * Top business leaders use dinner to air China grievances


FINNISH
AamukatsausNordea
Japanin keskuspankki jatkaa yhä elvyttävää rahapolitiikkaansa | Euroalueelta saadaan kuluttajien luottamuslukuja | Saksan rahoitusmarkkinoiden odotukset paranivat