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Monday, February 18

18th Feb - Quiet, US holiday #4024




EUROPE
Ferdinando Giugliano: What Ails Europe's Economy?BB
There’s no single explanation, and that may be its weakness.

ECB Eyes Data as Slowdown Proves ‘Significant,’ Villeroy SaysBB
Question is whether weakness will last, he tells El Pais * Central bank has ‘extremely efficient’ instruments if needed

Leonid Bershidsky: Why Russia Can Afford to Jail U.S. InvestorsBB
Michael Calvey founded Baring Vostok, a major private equity fund in Russia, but the Kremlin doesn’t need people like him anymore.

Lionel Laurent: Google And Facebook’s Next Big FightBB
The EU regulator nicknamed “Mr. GDPR” wants to go way beyond privacy and into antitrust. The linking of these two things should worry the tech giants.


OTHER
Credit, financial conditions and the business cycle in ChinaECB


REGULARS

Five Things to Start Your Day AsiaBB

Eco Day AsiaBB
Dovish Central Bankers, ECB Eyes Slowdown, U.S. Growth * Luxury homes reserved for Singaporeans buck property downturn * Empty luxury flats dot Reykjavik as Iceland set for a slowdown

Five Things to Start Your Day EuropeBB

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels BriefingFT
The chill between the US and Europe seems deeper than ever at the Munich Security Conference

Brussels Edition BB
An Ocean Apart

Brussels PlaybookPolitico
Hungary’s change of heart — US-EU relationship burns — Fighting words

Danske DailyDanske Bank

Eco Day EuropeBB
ECB Sees Dark Days, Trump Car-Tariff Probe, Doves Ready * Global economic data continue slide amid ongoing trade talks * Central bankers glued to sour figures look to tweak guidance

Daily Market CommentMarc Chandler

US OpenZH
Trade Hope Rally Fizzles In Europe After China Soars To Four Month High


FINNISH
Aamukatsaus Nordea
Vilkas viikko edessä, huomio kiinnittyy Fedin ja EKP:n kokousten pöytäkirjoihin | USA:n ja Kiinan väliset kauppaneuvottelut jatkuvat, Trump julisti kansallisen hätätilan | Viikolla tulossa myös euroalueen ostopäällikköindeksit