EUROPE
Leonid Bershidsky:
Russia’s Helsinki Narrative Hides an Inconvenient Truth – BB
Moscow’s
campaign of innuendo makes both Trump and his opponents uncomfortable, but it
shows Putin came out empty-handed.3
EUROPEAN CENTRAL BANK
ECB: Whatever it
took – in charts
– Danske
Bank
Marcus Ashworth: Draghi
Needs a Pre-Beach Communications Cleanup – BB
The
ECB’s message has got unstuck, and investors are paying for it.
Euro area lending
dynamics in good shape – Pictet
The
ECB’s M3 and credit report for June just published confirms that lending
dynamics continue to be in a good shape in the euro area, boding well for
private investment.
UNITED STATES
Twelve
charts to watch for signs of the next U.S. downturn – Reuters
Yes, Russian
Election Sabotage Helped Trump Win – BB
Republicans
want you to think that meddling didn’t figure in the 2016 election result.
Don’t.
OTHER
2018 External
Sector Report
– IMF
Tackling
Global Imbalances amid Rising Trade Tensions
Facebook Shares
Drop 20% Post-Market on Revenue Growth Forecast – BB
US-EU TRADE TALKS
‘Tariffs Are the Greatest,’ Trump Tweets Before Juncker Meeting – BB
Head
of European Commission in Washington as trade war looms * President says U.S.
is a ‘piggy bank’ that’s been robbed
Trump Says U.S., EU Must Cut All Tariffs Ahead of Key Talks – BB
Trump Says U.S., EU Must Cut All Tariffs Ahead of Key Talks – BB
EU
chiefs meet Trump in last-ditch bid to prevent car levies * Europe prepares $20
billion retaliation if U.S. raises tariffs
Juncker Goes To
Washington, Hopes To "De-dramatize" EU-US Relations – ZH
How Europe Should Respond to Trump on Trade – BB
Don’t
capitulate, don’t provoke — instead, strike a deal.
"No
Weakness" On Tariffs Vows Trump Ahead Of Critical EU Trade Meeting – ZH
Juncker Should Hope Trump Doesn't See This Chart Before Meeting – BB
Germany Seeks
Japan Alliance to Counter Trump's America First – BB
Nations
should join forces to protect rules-based global order * German Foreign
Minister Heiko Maas comments in speech in Tokyo
Trump, Juncker
Announce Deal Pulling Back From U.S.-EU Trade War – BB
EU
to expand imports of U.S. soybeans and natural gas * Trump says both sides will
work toward ‘zero’ tariffs
Trump, EU leader
pledge to cut trade barriers, hold off on further tariffs – Reuters
We Have A Deal:
Trump And Juncker Agree To Avert A Trade War – ZH
The Art of The
Deal Sends Stocks Soaring – ZH
US-CHINA
Goodbye, China Deleveraging. Onward Belt and Road? – BB
Goodbye, China Deleveraging. Onward Belt and Road? – BB
Asian
allies can expect sweeter terms as Beijing’s focus switches to growth.
China pulls
approval for Facebook's planned venture: NYT – BB
REGULARS
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
May’s
Brexit, emissions, social media tax
WSJ City – WSJ
Deutsche
Bank Confirms Brighter Picture, Juncker Set to Face Trump and His Tweets
WSJ Economics – WSJ
White
House Readies Aid for Farmers Hurt In Trade Battles
Danske Daily – Danske
Bank
Daily Market
Comment
– Marc
Chandler
Narrow
Ranges Prevail
Brussels Playbook – Politico
Juncker’s
Trump history — Theresa May takes over — No love for Bannon
Five
Things You Need to Know to Start Your Day – BB
US Open – ZH
Global
Rally Stalls, Dollar Slides As Attention Turns To Trade
Aamukatsaus – Nordea
Euroalueen ostopäällikköindeksi laski hieman odotettua
enemmän | Suomesta saatiin vahvoja työmarkkinalukuja | Turkin keskuspankki piti
ohjauskoron yllättäen ennallaan, liira heikentyi selvästi
Jan Hurri: Outoa paheksua Trumpin tulleja, mutta kehua Suomen kikyä – TalSa
Kauppasota on talouden suuri riski, mutta siitä on turha
syyttää vain Yhdysvaltoja. Trumpin tullit kärjistävät kauppasuhteita, mutta
samanlaista kotiinpäin vetämistä olivat Saksan ja Suomenkin kikyt aiemmin,
kirjoittaa erikoistoimittaja Jan Hurri.
Juhani Huopainen: Hurskastelua valuutta- ja kauppasodista – Sijoitustieto