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 Mats – BB
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 credit – BlackRock
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 sight – ING
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 case – FT
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 Asia
– BB
Eco Day Asia – BB
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 Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
Brussels
is unlikely to have seen the last of the man who almost slew CETA
Brussels Edition – BB
Brussels Playbook – Politico
More
magic beans — Another Brexit showdown — NATO hearts emojis
Eco Day Europe – BB
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 US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Markets
Mixed Ahead Of Barrage Of News As Gold Hits 6 Month High
Eco
Day US
– BB
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
Aamukatsaus – Nordea
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 hallitukselle – Nordea
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.