EUROPE
Growth in labour
costs weakened in Q4, expected to continue to fall – ABN
AMRO
Employment growth and GDP in the euro area – ECB
BANKS
European Banks'
Inescapable "Doom-Loop" – ZH
Slowing
growth and low yields, a toxic combination for banks.
A Deutsche Bank
Merger Won’t Fix Europe’s Banks – BB
The
problems are serious, but forming a new behemoth wouldn’t be the answer. Also,
yet more Brexit follies and Brazil’s misunderstood stock rally.
Editorial: Germany
Makes Its Big Bank Problem Even Bigger – BB
Europe’s
financial overseers need to be ready for the consequences.
What Should
Deutsche Bank Pay for Commerzbank? – BB
There’s
a difference between paying a premium and making shareholders feel like they’re
getting one.
President Trump
Has Some Stories to Tell About Deutsche Bank – BB
Why
a German banking giant is in the news, and why the White House might worry.
ECB bank supervisor rejects ‘national champion’ deals – FT
Potential
collision course with Berlin over plans for Deutsche-Commerzbank tie-up
OTHER
Martin Wolf: Why
further financial crises are inevitable – FT
As
time passes, regulation degrades and risks rise
REGULARS
Five Things to
Start Your Day Asia
– BB
Eco Day Asia – BB
Trade
Talks, Europe on Mend, Gender Discrimination * Princeton economist Alan
Krueger, ex-Obama adviser, dies at 58 * U.S. homebuilder sentiment steady as
sales and outlook improve
Five Things to
Start Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
Brussels
reheats an old tool for a new trade war - the time has come to exert pressure
on Beijing over its interventionist trade policy
Brussels Edition – BB
Brussels Playbook – Politico
UK’s
absurd intervention — Liberals’ ‘Team Europe’ — Rule of law central
Danske Daily – Danske
Bank
May's
deal or a long extension
Eco Day Europe – BB
Norway
Set to Hike, Fed's Inflation Bind, Swiss Bubble * Princeton economist Alan
Krueger, ex-Obama adviser, dies at 58 * SNB meets this week, expected to keep
deposit rate at -0.75%
Daily Market
Comment
– Marc
Chandler
Five Things to
Start Your Day US –
BB
US Open Rundown – RANsquawk
Eco Day US – BB
Fed’s
Bind, Defenders Against Socialism, Canada Budget * Looming election sharpens
focus on Trudeau’s spending * Rich countries’ welfare spending leaves people
wanting more
FINNISH
Aamukatsaus – Nordea
Mayn sopimuksesta ei äänestetä uudelleen, brexit-sotku
jatkuu | Tänään julkaistaan Britannian työmarkkinatilastoa sekä Saksan
rahoitusmarkkinoiden luottamusindeksi | Italian 10-vuotinen korko laskenut
vähitellen alaspäin