ECB Stimulus Looks
Endless Now. Here's What It Means for Markets – BB
Data
points to a slowdown and sets up a dovish monetary shift * Strategists,
investors weigh impact of easier policy on assets
Europe Stays in
Gloomy Mood as Germany Slashes Its 2019 Outlook – BB
Euro-area
confidence gauge fell more than forecast in January * German economy seen
growing at slowest pace in six years
Eurozone economy
still suffering from winter blues – ING
The
economic sentiment indicator of the European Commission fell further in
January. While forward-looking indicators don’t point to much improvement in
Q1, consumers are offering a glimmer of hope
Berlin eyes
stimulus to boost softening economy – FT
Plan
to introduce tax breaks for investments in research and development
Germany: Retreat
and relief
– ING
German
headline inflation slows to the lowest level since February 2018 on the back of
lower energy prices, and a further softening is in the offing. With consumer confidence
close to all-time-highs, lower inflation makes consumers the best
recession-fighting instrument that the German economy has
EU considers
proposals to exclude Chinese firms from 5G networks – Reuters
UNITED STATES
Huawei is too
great a security gamble – FT
There
is no proof that the telecoms equipment company helps China to spy but its
loyalty is clear
U.S. private
payrolls rise strongly; housing market struggling – Reuters
FEDERAL RESERVE
FOMC
Statement – FED
Fed
leaves rates unchanged, says will be 'patient' on future hikes – Reuters
Fed
Adopts ‘Patient’ Rate Stance With Balance-Sheet Flexibility – BB
Fed
puts rate rises on hold as global economy slows – FT
How
the January Statement Changed From December – WSJ
OTHER
China to rush
through new foreign investment law – FT
Beijing
hopes move to ban ‘forced’ technology transfers will help smooth trade talks
U.S., China face
deep trade, IP rift in high-level talks – Reuters
US
and China launch a critical round of trade talks amid deep differences over
U.S. demands for structural economic reforms from Beijing that will make it
difficult to reach a deal before a March 2 U.S. tariff hike.
Global economy on
shaky ground –
Handelsbanken
A
downturn is imminent * Time for politicians to step up * Interest rates remain
low
REGULARS
Five Things to
Start Your Day Asia
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
EU’s
liberals struggle to muster energy for the Spitzenkandidat race - Alde came up
with the idea of nominating up to eight contenders
Brussels Edition – BB
Brussels Playbook – Politico
Guess
who’s, back again — Brussels roadblock — German conservatives say no to #MeToo
Danske
Daily – Danske Bank
https://research.danskebank.com/research/#/
Eco Day Europe – BB
Fed
Day, Yellow Jackets, ECB Chief Economist, BOE Split * France’s yellow-jacket protests
hurt 4Q GDP, could impact 2019 * Bank of England makes progress on gender
balance, Haldane says
Daily Market
Comment
– Marc
Chandler
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Global
Markets Rise Ahead Of Fed And Trade Talks As Gold Hits 8 Month High
Eco Day US – BB
Fed
Rates Day, U.S.-China Trade Talks, Euro-Area Gloom * Powell begins new era of
press conferences at every meeting * U.S. and China talking again but deal
prospects are still slim
FINNISH
Aamukatsaus – Nordea
Tänään markkinoiden huomio kiinnittyy Fedin kokoukseen |
USA ja Kiina jatkavat tänään kauppaneuvotteluja Washingtonissa | May
ohjeistettiin muokkaamaan Irlannin rajakysymystä
Suhdanneodotukset jäähtyneet syksystä – EK
Tilanne kuitenkin jatkunut suotuisana – rekryvaikeudet
yhä ongelma
Suomalaisten piilovelka kasvaa – Suomen
Pankki
Velkaantuneisuus, jota mitataan usein kotitalouksien
velan suhteella käytettävissä oleviin tuloihin, on kasvanut ennätyssuureksi.