EUROPE
Leonid
Bershidsky: The EU More Popular? Don't Kid Yourself – BB
Support
for the union is growing among voters, but not because the EU has done
something right itself.
German
economy shows glimmer of hope as factory orders jump – FT
Non-eurozone
demand drives June’s increase, which came after stream of poor data
OTHER
Global
value chain participation and exchange rate pass-through to export and import
prices
– ECB
TRADE WAR
Trump
Can’t Have It Both Ways on China Anymore – BB
Either
the tariffs are costing China or they’re making the U.S. more competitive.
Trump’s
Trade Threats Won’t Bring a China Deal Closer – BB
Tariffs
have been the wrong weapon from the start, and they’re not getting any more
effective.
Good
Will Is a Thing of the Past in the Trade War – BB
China
has taken the gloves off by allowing its currency to weaken beyond a key leve
to the dollar.
REGULARS
Five
Things to Start Your Day Asia – BB
Eco
Day Asia
– BB
Roach
Eyes China Treasuries, Yuan Tagged, Fed Cut Risk * Yuan battlefront risks
currency wars for world’s central banks * RBNZ poised to cut rates again, may
signal more easing to come
Five
Things to Start Your Day Europe – BB
EU
Open Rundown
– RANsquawk
FirstFT
Daily Briefing
– FT
Brussels
Playbook
– Politico
A
Brexit carol — Asylum assumptions — Trade war
Danske
Daily
– Danske
Bank
US
Treasury officially labels China a currency manipulator and escalates the trade
war further
Eco
Day Europe
– BB
China
Slows Yuan Drop, Currency Wars, Next BOE Chief * Roach says Beijing could dump
its $1.1 trillion of Treasuries * Former Fed chiefs make plea to Trump to end
Powell threats
Daily
Market Comment
– Marc
Chandler
Markets
Stabilize with Help of CNY Fix in Muted Turnaround Tuesday
Five
Things to Start Your Day US – BB
US
Open Rundown
– RANsquawk
Eco
Day US
– BB
China
Fallout, Fed’s Trade War Reaction, German Woe * China takes steps to limit yuan
weakness after U.S. labeling * Reluctant Fed likely to cut rates again amid
trade tensions
FINNISH
Aamukatsaus – Nordea
Markkinoilla
oli varsin synkkä maanantai kauppasodan jatkaessa laajentumistaan vauhdilla |
Palvelusektorien indeksit tuottivat pääosin pettymyksen heinäkuussa | Kuinka
pehmeäksi Saksan teollisuussektori on matkalla?