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Wednesday, February 13

13th Feb - Quiet #4020

Germany’s CDU toughens line on immigrationFT
Party moves to resolve issue that brought governing coalition to brink of collapse

Germany's Political Mess: CDU Leader Rebukes Merkel on ImmigrationMish

Leonid Bershidsky: Russia's Growth Expectations Fall Back to Earth BB
The economic data for 2018 were surprisingly rosy. The outlook for this year is sharply less upbeat.

Eurozone industry sees hole deepen at the end of 2018ING
A monthly decline of 0.9% in December leaves production in the monetary union 4.2% below that of last year. Temporary factors and downside risks continue to weigh on industry, making a swift recovery in 1Q unlikely

Paul Volcker & Ray Dalio | State of the US Economy & GovernmentYoutube
I sat down with one of my greatest heroes, Paul Volcker, to talk about the state of the economy and U.S. government as well as learn about the principles that guided his incredible career. We also discuss the decline of civil service and how Paul hopes to revitalize the field with The Volcker Alliance by working with universities and the government to train people effectively and efficiently and minimize the bureaucratic hurdles that deter people from pursuing government jobs.

US inflation heads higher, when will rates?ING
Headline inflation is being held down temporarily by energy price falls, but decent growth and a robust labour market suggest price pressures will strengthen. This will help build the case for a summer Federal Reserve rate hike

Yield Outlook: What would drive up bond yields? Danske Bank
China growth concerns, Brexit concerns, fears of a trade war and specific production issues in the German car industry due to new environmental regulations are all factors that have broken the growth momentum in the euro area. These factors are not likely to come off investor agendas anytime soon, and they will contribute to keeping bond yields low for the coming months.

As China Defaults Rise, Ratings Firms Are Little HelpBB
Global grading systems of domestic bonds won’t be much of an improvement over the opaque local scales – or much comfort to foreign investors.

Reserve Bank of Australia’s upbeat stance turns upside downPictet
Governor of the Reserve Bank of Australia Philip Lowe sent clear dovish signals, indicating that a rate cut was now as probable as a rate hike.

Five Things to Start Your Day EuropeBB

FirstFT Daily BriefingFT

Brussels BriefingFT

Brussels EditionBB

Brussels PlaybookPolitico
Belgium grinds to a halt — Welcome North Macedonia — Money’s nice if you can get it

Danske DailyDanske Bank

Eco Day EuropeBB
U.K. Inflation, Riksbank, RBNZ Holds, U.S.-China Talks * President Trump says he’s open to delaying the tariff deadline * New Zealand now sees interest rates unchanged until 2021

Daily Market CommentMarc Chandler
QT is not the Opposite of QE

Five Things to Start Your Day USBB

US Open RundownRANsquawk

S&P To Open Above 200DMA For First Time Since December On Trade Talk Euphoria

Eco Day USBB
Trump’s Trade Signals, U.K. Prices, Robots Making Jobs * U.S. president says he’s open to delaying the tariff deadline * Europe looks like the weak link as the BOE sees inflation fall

Aamukatsaus Nordea
Trump harkitsemassa liittovaltion rahoitussopimuksen hyväksymistä, kauppaneuvotteluiden määräaikaa voidaan mahdollisesti pidentää | Tänään Riksbank on kokousvuorossa | Lisäksi tänään julkaistaan inflaatiolukuja USA:sta ja Iso-Britanniasta