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Tuesday, February 5

5th Feb - Still bullish #4013

Vanishing Act: The Eurogroup’s AccountabilityTransparency
Our conclusion then is that the Eurogroup continues to evade proper accountability.
Italy’s deficit set to jump putting pressure on spreads

Leonid Bershidsky: Russia’s Economic Growth Looks Too Good to Be TrueBB
Under a new top statistician, recent data have been much more optimistic. That doesn’t make them correct.

Russia: Positive past, cloudy futureING
The acceleration of GDP growth from 1.6% in 2017 to 2.3% in 2018 is a positive surprise, but its concentration in the oil and gas sector and persistent weakness in investment growth - even after upward revisions - suggest we shouldn't get too excited about 2019

Eco Day AsiaBB
Yen Surge in Offing, Uncertainty Soars, Fed Rate Regret * Australia could shift policy stance to neutral at rate meeting * Italy’s citizens income has arrived, and business isn’t happy

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels BriefingFT
Cosmetic changes won’t fix the euro’s democratic failings * Critics see the eurogroup as a closed-door cabal with the power to make or break economies

Brussels EditionBB

Brussels PlaybookPolitico
Black Monday — Another messy day in Brexit — Trolling Romania

Danske DailyDanske Bank
Trump and Powell meet in the White House

Eco Day EuropeBB
Italy Income Plan, U.K. Confidence, Trump-Powell Meet * Brexit is holding back investment, U.K. minister says * Eastern European central banks will keep rates unchanged

Daily Market Comment Marc Chandler
Greenback Remains Firm

Five Things to Start Your Day USBB

US Open RundownRANsquawk

Global Stocks Hit 2 Month High On Muted Levitation, Iron Ore Soars

Eco Day US – BB
Powell and Trump, World Bank Head, U.K. Services Shock * Fed chair met with U.S. president to discuss economic outlook * U.K. growth comes to near-halt on services as Brexit looms

Aamukatsaus: Lisää hiipumisen merkkejä EuroopastaNordea
Tänään saadaan palvelusektorin ostopäällikköindeksejä useista Euroopan maista | Myös USA:n palveluiden ISM-indeksi on julkaisuvuorossa | Euroalueen sijoittajien luottamus laski alimmilleen sitten loppuvuoden 2014