EUROPE
Italy’s Risky Silk
Road
– Project
Syndicate
The
Italian government is keen to join China’s "Belt and Road Initiative"
and plans to sign an agreement to this effect during Chinese President Xi
Jinping’s upcoming visit to Italy. But although deeper trade and investment
ties with China could boost its sluggish economy, Italy should pursue them
through the EU, not bilaterally.
European foreign
policy: a new realism on China – FT
Rattled
by Beijing’s economic clout, the EU is finally trying to devise a tougher
strategy
EU dilemma: how to
deal with China –
Asia
Times
Beijing
is, little by little, extending its influence not only inside the EU but inside
the NATO space.
Deutsche Bank’s
Merger Is Inspired By Freddie Mercury – BB
Europe’s
politicians are indulging in a new passion for European and national champions.
But it’s a terrible way to prop up weak companies
Merkel’s
Government Slammed Over Deutsche Bank Deal – BB
Finance
Minister Scholz at center of storm over merger plans * Push to combine German
banking giants called a ‘disgrace’
UNITED STATES
Trump Says ‘Let
People See’ Mueller’s Report When It’s Released – BB
The
decision to make it public will fall to Attorney General William Barr.
Trump Says Tariffs
Will Stay Until China Complies With Deal – BB
U.S.
wants to leave duties for ‘substantial’ period: Trump * President dashes hopes
that deal could see rollback of tariffs
FEDERAL RESERVE
FOMC:
Above Trend Growth Requires Continued Monetary Support – Marc
Chandler
Fed
Sees No 2019 Hike, Plans September End to Asset Drawdown – BB
Fed
sees no further rate rises in 2019 – FT
Fed sees no rate hikes in 2019, plans
balance sheet reduction slowdown – Reuters
REGULARS
Five Things to
Start Your Day Asia
– BB
Eco Day Asia – BB
Jim
O'Neill on Global Growth, Fed Cut, China's Pushback * Time to relent on 2%?
Guide to Japan’s inflation target debate * U.K. labor market defies Brexit
slowdown as employment surges
Five Things to
Start Your Day Europe – BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
Three
ways the EU’s conservatives can deal with Viktor Orban - delegates will decide
the fate of its Hungarian ‘enfant terrible’ and his Fidesz party
Brussels Edition – BB
Brussels Playbook – Politico
Crunch
day for Orbán — Short or long Brexit — ‘Martin who?’
Danske Daily – Danske
Bank
Eco Day Europe – BB
Fed's
Goal, Krona's Squeeze, China's Stabilization * Time to relent on 2%? Guide to
Japan’s inflation target debate * Fed faces tough call if inflation weakens
below target
Daily Market
Comment
– Marc
Chandler
Brexit
Drama Continues but Fed Moves to Center Stage
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
FOMC
Drift Dead As Global Stocks Slide Ahead Of Fed
Eco Day US – BB
Fed
Decision Day, U.K. Inflation, Abe Leaves BOJ Gap * U.S. central bank may retain
bias to hike interest rates * Abe and Aso leave gap with BOJ over 2% inflation
target
FINNISH
Tänään katseet kiinnittyvät Fedin kokoukseen ja
keskuspankin koronnostosuunnitelmiin | Lisäksi julkaisuvuorossa ovat Britannian
inflaatioluvut | Saksan rahoitusmarkkinoiden luottamus yllätti positiivisesti,
Britannian työmarkkinat yhä kireät