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The
Federal Reserve doesn’t exactly have it easy, but conditions in Europe are
putting added pressure on the Governing Council ahead of this week’s meeting.
We
expect the ECB to prepare markets for the delivery of fresh monetary stimulus
following Draghi’s unequivocal signal in Sintra.
Why Mario Draghi Should Cut Rates Sooner – BB
A
rate cut in July could be the best way for the ECB president to consolidate his
legacy.
ECB
Preview - Warming up for Draghi's Grande Finale – Danske
Bank
It
is a matter of when and how rather than if ECB will ease monetary policy. After
Draghi's dovish Sintra speech, lack of improvement in growth and inflation, and
comments from ECB GC members, the case for further easing has strengthened.
Editorial:
The ECB should be ready to use its full crisis toolkit – FT
Draghi
should implement a package of measures in his final months
Results
of the July 2019 euro area bank lending survey – ECB
The
euro area bank lending survey – Second quarter of 2019 – ECB
OTHER
IMF
Cuts Global Growth Forecast Again as ‘Missteps’ Fuel Concern – BB
Projected
rebound ‘precarious,’ with trade policies uncertain * U.S. 2019 estimate raised
after first-quarter GDP surprise
Globalization
Isn’t Dying, It’s Just Evolving – BB
REGULARS
Five
Things to Start Your Day Asia – BB
Five
Things to Start Your Day Europe – BB
EU
Open Rundown
– RANsquawk
FirstFT
Daily Briefing
– FT
Brussels
Edition
– BB
Brussels
Playbook
– Politico
VDL
on tour — Food for thought — Boris rises
Danske
Daily
– Danske
Bank
Eco
Day Europe
– BB
ECB
Sweeteners, QT's Short Life, Likely IMF Picks
Daily
Market Comment
– Marc
Chandler
Debt
Deal Help Lifts the Dollar
Five
Things to Start Your Day US – BB
US
Open Rundown
– RANsquawk
FINNISH
Aamukatsaus – Nordea
Valkoinen talo
ja kongressi pääsivät sopimukseen USA:n liittovaltion budjetista ja
velkakatosta | Saadaanko tänään lisää hyviä merkkejä USA:n teollisuudesta? |
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