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Wednesday, June 26

26th Jun - Quiet #4122


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EUROPE
Loophole may clear ECB's way to buying more state debt – Reuters
Bond clause could create way around issuer limit

Europe Should Lift Russia Sanctions, But for the Right Reasons – BB
The Council of Europe’s parliamentary assembly shouldn’t have allowed financial concerns to drive its decision to reinstate Russia’s voting rights.


OTHER
Global Tech Is Weaker Than It Looks – BB
Huawei’s stockpiling has helped to obscure the depth of a revenue slowdown that’s rippling through the industry.

Small Caps Are Lagging. Investors Should Be More Concerned When They Lead – Fat Pitch
SPX made a new all-time high (ATH) last week. DJIA and NDX were not far behind. And the broadest measure of the US stock market comprising 98% of stocks came just 0.1% shy of a new ATH.

REGULARS
Five Things to Start Your Day Asia – BB

Eco Day Asia – BB
U.S. Mulls Tariff Freeze, China Economy, Powell Speaks

Five Things to Start Your Day Europe – BB

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT

Brussels Edition – BB

Brussels Playbook – Politico
Osaka supper club — Same old new faces — South American trade deal push

Danske Daily – Danske Bank

Eco Day Europe – BB
U.S. Mulls Tariff Freeze, Italy Debt, Robots in Action * Italy may become first country to be disciplined by EU on debt * Robots may take low-pay manufacturing jobs in developed world

Daily Market Comment – Marc Chandler
Biggest Drop in the S&P 500 in June Weighs on Global Equities

Five Things to Start Your Day US – BB

US Open Rundown – RANsquawk


FINNISH
Aamukatsaus – Nordea
USA:n 10-vuotinen korko laski eilen alle kahden prosentin, Saksassa uudet pohjalukemat | Tänään tulossa hiljainen päivä, Tšekin keskuspankki kokousvuorossa | Powell ja muut Fedin jäsenet pyrkivät hillitsemään markkinoiden koronlaskuodotuksia