Deutsche and
Commerzbank: why Berlin is backing a merger – FT
Rumoured
for a decade, the move to combine Germany’s two largest banks now has political
backing
China gains the
upper hand over Germany – FT
Berlin
is paying for its political choices on public sector debt reduction
The ECB Is
Speaking With Too Many Voices – BB
It’s
hard to get a clear sense of how the bank will manage the slowdown in Europe.
The euro zone needs to identify Mario Draghi’s successor quickly.
ECB Preview – ABN
AMRO
Signal
of longer period of unchanged rates and hint at TLTRO
Estonia Reform Set
to Return to Power as Populists Sidelined – BB
UNITED STATES
Noah Smith: Trump
Should Take Aim at China’s Joint-Venture Rule – BB
The
partnerships required to do business in the country are a cover for stealing
U.S. know-how.
Kenneth Rogoff: Modern
Monetary Nonsense
– Project
Syndicate
A
number of leading progressive US politicians advocate using the Federal
Reserve's balance sheet to fund expansive new government programs. Although
their arguments have a grain of truth, they also rest on some fundamental
misconceptions, and could have unpredictable and potentially serious
consequences.
OTHER
China and India
Stumble Into Monetary Leadership – BB
As
the world's central banks turn dovish, Beijing and New Delhi stand out for
taking action. Yet few economists see imminent steps elsewhere.
REGULARS
Five Things to
Start Your Day Asia –
BB
Eco Day Asia – BB
U.S.-China
Deal, Dollar Strength, Aussie Credit Squeeze * Japan inflation barometer
suggests zero price growth by summer * New normal for Europe’s central bankers:
getting kicked around
Five Things to
Start Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
The
antitrust overhaul: Margrethe Vestager warns that any revamp will have
consequences for the bloc and beyond
Brussels Edition – BB
Carbon
split
Brussels Playbook – Politico
EU’s
diplomacy bounces back in Washington — Estonia’s opposition wins election —
Orbán on a limb
Danske Daily – Danske
Bank
US-China
trade deal edging closer
Eco Day Europe – BB
Europe
Central Banks Under Fire, U.S.-China, Asia PMIs * Political pressure on
monetary policy rises across continent * U.S., China move closer to a deal,
China holds political meet
Daily Market
Comment
– Marc
Chandler
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Groundhog
Day As Markets Rise On "Trade Talk Optimism"; Dollar Jumps Despite
Trump Threat
Eco Day US – BB
U.S.-China
Trade Deal, Powell vs MMT, Trashing the Fed * U.S., China are nearing deal that
could end most U.S. tariffs * Trump using Fed, strong dollar complaints to stir
voter base
FINNISH
Aamukatsaus – Nordea
Tulevalla viikolla EKP on kokousvuorossa, lisäksi USA:sta
saadaan työmarkkinatilastoa | USA:n teollisuuden luottamus laski odotuksia
enemmän, euroalueen hintapaineet yhä vähäisiä | Julkaisimme uudet valuutta- ja
korkoennusteemme