EUROPE
Leonid Bershidsky: Europe Faces an East-South
Conflict Over Cash – BB
Cutting EU transfers to
prickly eastern European governments is easier said than done.
Eurozone bank lending survey encouraging for the
ECB – ING
The ECB Bank Lending
Survey shows that credit standards eased significantly and demand for loans
continues to grow. Given the weakness in inflation, these results should
encourage the ECB that financial conditions remain accommodative
Germany: Is it the end of the boom as we know it? – ING
Another cold shower from
Germany should feed the discussion on soft patch versus the start of a
downswing. In our view, the truth is somewhere in the middle; it's called
consolidation
MARKETS / OTHER
FANGs Fall, Stocks
Slammed As Market Confidence Crashes – ZH
The World’s Longest
Multi-Asset Momentum Investing Backtest! – Alpha
Architect
REGULARS
Alphabet’s big spend, metal price drama, London’s pocket homes
The Pitfalls to Google’s Surging Profit, Main Street’s Gain May Be Wall
Street’s Pain
WSJ Economics – WSJ
Inflation, the Economy and Treasury Yields | Mr. Macron Goes to
Washington | $25K Bonuses on the Railroad
Stalled US Rates Steal Greenback's Thunder
Budget frenzy — Women in power — Tough Tusk
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Global Stocks Jump As Treasuries Rebound; China Surges On PBOC Easing
Rumors
FINNISH
Webinaari:
Uusi talousennusteemme (klo 11) | Suomesta saadaan työmarkkinalukuja |
Euroalueen ostopäällikköindeksi ei jatkanut laskuaan