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EUROPE
Leonid Bershidsky:
Putin's Spies Can't Even Get Along With Each Other – BB
Interagency
rivalries expose the adventurous GRU and it’s mistakes.
May in Brexit
Turmoil as Her Majority Is Cut to Three – BB
A
tenth member of her government is reported to have quit in order to vote
against her.
UNITED STATES
Putin and Trump:
Enemies, allies or competitors? – Nordea
A
journey of a thousand miles begins with a single step. Will the first step made
yesterday by Trump and Putin be enough to revitalize US-Russian relationship?
Trump’s Defense of
Putin Proves Too Much for Some Republicans – BB
Allies
back away from president’s remarks on U.S. Intelligence * Former congressman
says GOP at ‘inflection point’ on president
Ramesh Ponnuru: Trump’s
Russia Fixation Has a Simple Explanation – BB
He
can’t separate the question of interference in the election from the question
of his own legitimacy.
Trump says he has
confidence in US agencies on Russia, misspoke in Helsinki – Reuters
Mark Gongloff: Trump's
Helsinki Walk-Back Doesn't Go Far Enough – BB
There
are still questions about his deference to Putin.
OTHER
More S&P 500
Companies Seeing Negative Impact from FX Than Tariffs in Earnings Calls for Q2 – Factset
The Rising Dollar
Is Weighing on Corporate Earnings – WSJ
Wall Street Profit
Expectations Tumble As Economic Pessimism Surges – ZH
Mark Gilbert:
Sovereign Wealth Fund Warning Light Is Flashing – BB
When
the world’s biggest investors scale back, everyone should take notice.
Perspectives
Aug-Sep –
Pictet
After
a relatively subdued first half for risk assets, the outlook for the rest of
2018 looks complicated, but not without hope.
TRADE WAR
Globalization is
more than Pax Americana – Marc
Chandler
Trade tension and
China
– FT
Gauging the market
impact of global trade tensions – BlackRock
REGULARS
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Trump
backs Putin, Netflix falls short, Europe’s most divisive commodity
WSJ City – WSJ
Republicans
Reproach Trump on Russia, Oil Market Dynamics Are Shifting
WSJ Economics – WSJ
Whirlpool
Applauded U.S. Tariffs. Then Things Got Complicated.
Danske Daily – Danske
Bank
Daily Market
Comment
– Marc
Chandler
Dollar
on Back Foot Ahead of Powell
Brussels Playbook – Politico
Welcome
to the new world order — Japan-EU’s Trump bump — Fruit fascism
US Open – ZH
Futures
Flat Ahead Of Powell As Netflix Shock Lingers Over FAANGs