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Tuesday, January 29

29th Jan - Quiet #4007


EUROPE
Parliament Rips Up May’s Brexit Deal and Sends Her Back to Brussels BB

UK votes for Brexit renegotiation, Brussels says no Politico
House of Commons votes in favor of an amendment requiring the Irish backstop proposal to be replaced by ‘alternative arrangements.’

Ferdinando Giugliano: Mario Draghi Searches for the Crash MatsBB
The ECB president was headed for a perfect 10 for his performance in saving the euro. But an incipient slowdown risks spoiling his routine.

Finding opportunity in European creditBlackRock


UNITED STATES
What to expect from the January US jobs report ING
The narrative of a tight jobs market, where firms are struggling to fill vacancies and pay is pushing higher, looks set to continue. Consequently, households have the cash and the confidence to spend, keeping the Fed on course to raise rates later this year


OTHER
US-China trade talks: No solution in sightING
The US and China meet tomorrow in an attempt to cut a trade deal. But chances are that protectionism will get worse before it gets better. US demands are too ambitious for quick fixes. The negative effects of higher tariffs are starting to kick in and economic growth will not provide much support to world trade either. Trade growth will drop to 1.3% in 2019

Mnuchin tries to separate trade talks from Huawei caseFT
US Treasury secretary predicts ‘significant progress’ despite Beijing’s anger over charges

US charges against Huawei hits global supply chain FT


REGULARS
Five Things to Start Your Day AsiaBB

Eco Day AsiaBB
China Slowdown, Trump Trade Demand, U.S. Deficit Spiral * Draghi rejects stimulus while acknowledging economy looks weak * Japan lets steam out of property market inflated by stimulus

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels Briefing FT
Brussels is unlikely to have seen the last of the man who almost slew CETA

Brussels EditionBB

Brussels PlaybookPolitico
More magic beans — Another Brexit showdown — NATO hearts emojis

Eco Day EuropeBB
Trump's Trade Demands, China's Slowdown, BOE's Gold * Trump to meet with Liu He during two days of talks in U.S. * Draghi rejects stimulus while acknowledging economy looks weak

Daily Market Comment Marc Chandler
Fragile Tone Persists

Five Things to Start Your Day USBB

US Open RundownRANsquawk

US OpenZH
Markets Mixed Ahead Of Barrage Of News As Gold Hits 6 Month High

Eco Day USBB
U.S.-China Talks, Fed Pause, Central Bank Communication * Trump to meet with Liu He during two days of talks in U.S. * Fed to pause rate hikes but still move twice this year: survey


FINNISH
AamukatsausNordea
Tänään katseet kiinnittyvät jälleen Iso-Britanniaan, jossa parlamentti äänestää Mayn uudesta brexit-ehdotuksesta | Julkaisimme eilen uusimman Economic Outlook -talousennusteen | USA esitti syytteet kiinalaista Huaweita kohtaan

Suomi: Joko taas?Nordea
Kasvunäkymät ovat heikentyneet odotettua jyrkemmin • Viennin kasvun pitää vaimeana sekä vientimarkkinoiden heikko kehitys että hintakilpailukyvyn heikentyminen • Tuottavuutta vahvistavat investoinnit ovat avainasemassa tulevaa kasvua ajatellen

Ykköstavoite hallitukselleNordea
Maailmantalouden heikkous on voimistunut syksystä. Vaikka osa rahoitusmarkkinoiden indikaattoreista povaa jo taantumaa, sitä ei ole ainakaan tälle vuodelle tulossa. Kasvu kuitenkin hiipuu joka puolella, ja korkojen nousun näkymä loivenee.