EUROPE
Leonid Bershidsky: How Merkel Put Down the
Bavarian Rebellion – BB
But migrants lose out
from a deal that makes their lives harder.
ECB's 2008 Rate Hike Revisited: The Crisis It Didn't See Coming – BB
Rates were raised a
decade ago, just before Lehman collapsed * Ten years on, most policy makers say
they had to cool prices
Euro Jumps After CSU Leader Says Migration Clash
With Merkel Resolved – ZH
Blanchard & Kirkegaard: Immigration Reform
in Europe Needs External Border Controls, Respect for Sovereignty, and Shared
Costs – PIIE
OTHER
Over 40 countries
object at WTO to U.S. car tariff plan – Reuters
Major
U.S. trading partners including the EU, China and Japan voiced deep concern at
the WTO on Tuesday about possible U.S. measures imposing additional duties on
imported autos and parts.
Exclusive: China
presses Europe for anti-U.S. alliance on trade – Reuters
China
is putting pressure on the European Union to issue a strong joint statement
against President Donald Trump's trade policies at a summit later this month
but is facing resistance, European officials said.
After Massive
Intervention, China Promises It Won't 'Weaponize' Yuan To Fight Trump – ZH
REGULARS
EU Open Rundown – RANsquawk
Market Briefing:
Daily Markets Overview – Yardeni Research
FirstFT Daily
Briefing
– FT
German
compromise, Dell’s Wall St return, Nike gets aced
WSJ City – WSJ
Merkel’s
Government Steps Back from the Brink, Fed Helped Goldman and Morgan Stanley
Pass Stress Tests
WSJ Economics – WSJ
What
Do a Falling Yuan, Cheaper Soybeans and Rising Factory Activity Have in Common?
Danske Daily – Danske
Bank
Daily Market
Comment –
Marc
Chandler
Markets
Trying to Stabilize
Brussels Playbook – Politico
Seehofer
lives on — Greece’s post-populist charge — Fortress Europe
Five Things You
Need to Know to Start Your Day – BB
US Open – ZH
Chinese
Rout Halted By Central Bank Intervention; Global Markets Rebound
Riksbank kokoustaa tänään, muutosta rahapolitiikkaan
tuskin luvassa | Euroalueelta saadaan tänään vähittäiskaupan lukuja, USA:sta
lukuja tehdastilauksista | USA:n ostopäällikköindeksi nousussa, Saksassa
vältyttiin hallituksen kaatumiselta
Seuraavaa taantumaa odotellessa – Sakari
Heikkinen