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Thursday, June 27

27th Jun - Quiet #4123



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EUROPE
Eurozone: Avoiding a more serious slowdown – ING
There are still some underlying growth drivers in the eurozone, but the expansion is losing steam. A multitude of potential adverse shocks could add to the downside risks. Inflation expectations are falling to an uncomfortably low level. So it's no surprise the ECB has suggested interest rates will be cut again.
 
Eurozone sentiment weakens significantly in June – ING

The Big Read: Vladimir Putin – FT
Putin: friendship with China, ‘Donald’ and the rise of national populism. As he heads to the G20 in Japan, the Russian leader believes he is back at the top table

Vladimir Putin says liberalism has ‘become obsolete’ – FT
In an exclusive interview with the FT, the Russian president trumpets growth of national populism


REGULARS
Five Things to Start Your Day Asia – BB

Eco Day Asia – BB
Trump Warns Beijing, China's Slowdown, Fed Needs Draghi * U.S.-China trade war compounding major challenge facing Korea * Risk of U.S.-Iran ‘sleepwalk’ into war cited at United Nations

Five Things to Start Your Day Europe – BB

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT
Italy’s divided government delays EU budget reckoning: Rome has decided to postpone formally setting itself a lower deficit target for 2020

Brussels Edition – BB
Trump vs. Europe

Brussels Playbook – Politico

Danske Daily – Danske Bank

Eco Day Europe – BB
What Poll Says on ECB, Trump's Warning, China Economy * Economists expect ECB to flag action first, then cut in September * Trump threatens China with more tariffs, while rebuking India

Daily Market Comment – Marc Chandler

Five Things to Start Your Day US – BB

US Open Rundown – RANsquawk

Eco Day US – BB
Uneasy Trade Truce, Stumbling Confidence, ECB Outlook * Happy talk of Trump-Xi truce masks twisting path to a deal * Optimism at U.S small, midzie companies hits nine-year low


FINNISH
Aamukatsaus – Nordea
Eurotaala lähes paikallaan, koronlaskuodotusten vaimentuminen ja G20-optimismi rauhoittivat markkinoita | Öljyn hinta nousussa USA:n öljyvarastojen supistumisen myötä | Suomen kuluttajaluottamus laski kesäkuussa