EUROPE
EU capital markets
plan faces delay, Brussels warns – FT
Project
aiming to improve cross-border investment at risk due to slow progress by
governments
How vulnerable is
Europe to the Turkish havoc? – Danske
Bank
Will Turkey's
Currency Crisis Send Millions of Refugees Into Europe and Threaten Merkel's
Fragile Coalition?
– Newsweek
OTHER
Aaron Brown: Flat
Yield Curves Are No Reason to Sell Stocks – BB
This
may be the best time to invest in equities based on the bond market.
Turkey: lessons from the 90s – FT
Emerging Market
Contagion
– Kevin Muir
Why
the sudden panic out of emerging markets? It’s actually really easy to explain.
It’s the exact same situation as 2010 - only in reverse. While in 2010 emerging
market countries were complaining about too much US dollar liquidity, today
there is nowhere near enough.
After Edging Away
From Abyss, Turkey Faces New U.S. Threats – FT
Turkey
managed to stabilize lira with regulatory actions * U.S. warnings of punitive
action risks resumption of turmoil
U.S. Signals It
Could Sanction China Over Iran Oil Imports – WSJ
Secretary
of state says U.S. strategy aims to change Tehran’s behavior
China, Unsure of
How to Handle Trump, Braces for ‘New Cold War’ – BB
Beijing
sees hidden motive in trade war to thwart China’s rise * ‘Mr. Trump put a knife
on our neck. We will never surrender’
REGULARS
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
WSJ Economics – WSJ
The
U.S. Labor Market Looks Great. The Housing Market Not So Much.
Danske Daily – Danske
Bank
Daily Market
Comment
– Marc
Chandler
Dollar
Limps into the Weekend
Brussels Playbook – Politico
Poland
judicial, electoral and visa dramas — Commission finds its voice — Brexit
paranoia
Five Things You
Need to Know to Start Your Day – BB
https://www.bloomberg.com/search?query=five%20things%20you
US Open – ZH
Selling
Returns As Turkish Lira Suddenly Tumbles, China Stocks Slide To New 2 Year Low
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
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