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Monday, July 15

15th Jul - Quiet #4137


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EUROPE
Editorial: Can This Woman Tame Europe’s Game of Thrones? FT
Ursula von der Leyen needs to reform the European Commission. She should start with the process that put her in charge.

Wolfgang Münchau: Europe’s centrists should be wary of von der LeyenFT
A weak commission president might suit the far-right but could not long command a majority

Big Read: European Investment Bank: the EU’s hidden giantFT
Clearer purpose sought for one of the world’s biggest and most peculiar banks

Lagarde set to inherit Draghi’s counsellors at ECB FT
Key figures behind the scenes will help incoming president to shape monetary policy

Leonid Bershidsky: Populist Voters Don’t Mind Putin’s HelpBB
Matteo Salvini and other populist leaders are learning that Russian “interference” may not be a vote-killer.


UNITED STATES
Trump leads while Democratic front runners emergeING
President Trump's re-election odds are strengthening but a second term is far from certain.

Is the Fed too focused on corporates?Pictet
Fed’s leading priority now is to help sustain the US business cycle, hence the concept of ‘insurance’ rate cuts put forward by Fed chairman Jerome Powell, with some echoes of Alan Greenspan’s philosophy in the 1990s. Low Fed interest rates tend to percolate quickly down to the corporate sector.


OTHER
China’s economy grows at slowest rate in nearly 30 years FT
US tariffs having ‘major effect’ on companies ‘wanting to leave China’, says Trump

Why China Can’t Get Its Economy MovingBB
Weak growth numbers are a sign that the most efficient companies still aren’t getting the kind of credit they need to expand.

China View: Uncertainty persistsNordea
China's GDP growth slowed to 6.2% in Q2 2019. Although a soft landing continues to be the most likely scenario for the Chinese economy, the uncertainty around the trade war is high. We have not seen much progress since the G20 meeting.


REGULARS
Five Things to Start Your Day Asia BB

Eco Day AsiaBB
Fed Cut Depth, China’s Struggles, Central Bank Arsenals * Unprepared U.K. is facing highest risk of recession since 2007 * Party mood wobbles in Saudi markets as $20 billion wave crests

Five Things to Start Your Day EuropeBB

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels BriefingFT
The German nominee needs at least 374 votes to be approved as European Commission president

Brussels EditionBB

Brussels PlaybookPolitico
All eyes on VDL — A very German scandal — French fraudbuster bid

Danske DailyDanske Bank
A speech by Fed's William (voter, neutral) ahead of the crucial Fed meeting at the end of July

Eco Day EuropeBB
China Slowdown, Currency W4ar Risk, Germany Growth * Bloomberg Economics sees below-consensus Germany growth * U.K. recession risk is at more than a decade high: think tank

Daily Market CommentMarc Chandler
Marking Time on Monday

US Open RundownRANsquawk

US OpenZH
Global Stocks Rise, S&P Pushes Above 3,000 As Earnings Season Begins


FINNISH
AamukatsausNordea
Kiinan talous kasvoi 6,2 prosenttia vuositasolla toisella neljänneksellä, mikä on matalin lukema pitkään aikaan | Viikko starttaa USA:n alueellisella teollisuuden luottamusluvulla | Perjantai päätti viikon vahvasti USA:ssa ja heikommin Euroopassa