EUROPE
Thoughts on the
Spanish elections –
ABN
AMRO
Ferdinando
Giugliano: The Real Crisis Risk at the ECB – BB
The
central bank has plenty of tools left to tackle a European slump, but will
Mario Draghi’s replacement be as willing to wield them?
Germany: Confusion
as a sign of stabilization – ING
Diverging
signals from the main leading indicators in Germany underline the ongoing
dichotomy between services and manufacturing but in our view are also a sign of
stabilization
European banks
should stop waiting for deliverance – FT
As
results season looms, excuses for lagging behind US rivals are wearing thin
UNITED STATES
Trump Will Never
Face Prosecution for What’s in Mueller’s Report – BB
The
attorney general’s decision that the evidence doesn’t prove obstruction of
justice should be final, like it or not.
Could Donald Trump
be impeached?
– FT
With
Democrats controlling the House the door to impeach the president has opened
REGULARS
Five Things to
Start Your Day Asia
– BB
Eco Day Asia – BB
Trump's
Fed Gambit, Epic Era Closing, Neutral Rate Hit * London’s unsold homes under
construction increase to a record * Patience, bluster, escalation: How Iran
might respond to Trump
Five Things to Start
Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Edition – BB
Brussels Playbook – Politico
EPP’s
Athens campaign kick-off — Spitzen speak — Meet the anti-Farages
Danske Daily – Danske
Bank
Strong
earnings underpin equities - but only in the US
Eco Day Europe – BB
New
Trade Talk, BOE Governor Search, Epic Era Closing * U.S. trade negotiators will
travel to Beijing next week * Moral headaches lurk for SNB tending $141 billion
stock hoard
Daily Market
Comment
– Marc
Chandler
Dollar
Bloc in Focus, while Germany's IFO Disappoints
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Stocks
Struggle With S&P At All Time High; Global Stocks, Yields Slide On China
Stimulus Fears
Eco Day US – BB
U.S.
Deficits, New Trade Talks, Bank of Canada Decision * America’s big deficits are
solving a big problem for markets * Governor Poloz poised to put Bank of Canada
on prolonged pause
FINNISH
Aamukatsaus – Nordea
S&P 500- ja Nasdaq Composite- indeksit nousivat eilen
ennätyslukemiinsa | Saksan Ifo-indekseistä saadaan tänään lisätietoa maan
talouselämän tunnelmista | USA:n Lighthizer ja Mnuchin matkaavat ensi viikolla
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