EUROPE
The
EU and Euro Keep Defying the Doomsayers – BB
Is
the end nigh? History would suggest not.
OTHER
What drove
Thursday's 'flash crash'? – FT
Apple
and positioning don't tell the whole story.
Marcus Ashworth: The
Yen-Inspired ‘Flash-Crash’ Is an Ugly Omen – BB
The
currency’s surge isn’t just about thin liquidity. A weakening dollar and yuan
make the BoJ’s efforts to lessen the yen’s appeal look pretty futile.
China Leading
Indicators
– Danske
Bank
Darkest
before dawn – still worse before it gets better
China
manufacturing PMIs enter contraction territory – Pictet
China Built a Global
Economy in 40 Years. Now It Has a New Plan – BB
Deng’s
1978 reforms gave China economic might. Now Xi wants more.
10 key questions
about the global economy in 2019 – Danske
Bank
REGULARS
EU
Open Rundown
– RANsquawk
WSJ
Daily Economics
– WSJ
The China Shock | Is The Fed Done?
Danske
Daily
– Danske
Bank
In the bleak midwinter, markets moan
Daily Market Comment
– Marc
Chandler
Apple, China, Yen, and US Jobs: Welcome to
2019
Brussels
Playbook
– Politico
Romania rises — CSU bares its left flank —
Brexit means … what?
Five
Things You Need to Know to Start Your Day – BB
US
Open
– ZH
Global Markets Tumble On Apple Bombshell,
Currency Flash Crash
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