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EUROPE
Merkel, European
Autonomy, and the ECB – Marc
Chandler
Marcus Ashworth:
Italy’s Debt Drama Gets Worse, in Four Charts – BB
High
volumes, high yields, wide spreads — these are the ingredients for a stormy
autumn in Italian markets.
Leonid Bershidsky:
European Payment System Isn’t a Pipe Dream – BB
A
German proposal for thwarting U.S. sanctions on Iran could work. Just look at
Russia’s banks.
Europe's SWIFT
problem
– JP
Koning
Leonid Bershidsky:
The U.S. Can’t Bring Russia ‘to Its Knees’ – BB
At
least not without setting off a global energy and financial crisis.
UNITED STATES
Making trade
‘fair’ won’t do the trick for Trump – ING
Tariff
wars don’t address the real drivers of the US trade deficit, and US policy is
on track to increase, rather than decrease the US trade deficit. In any case, a
smaller trade deficit may be the last thing that US voters really want.
After a Trump
Impeachment, Expect the Market to Bounce – BB
His
party probably won’t turn against him until an economic downturn is near its
trough. That’s what happened to Nixon.
OTHER
Global liquidity
is drying up –
FT
Emerging
markets aren't the only ones that will feel the pain.
REGULARS
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
WSJ Economics – WSJ
Fed
Minutes and Jackson Hole | Spending Boom | Blue-State Tax Fight
Danske Daily – Danske
Bank
Daily Market
Comment
– Marc Chandler
Dollar
Rebounds
Brussels Playbook – Politico
Italy’s
populists still popular — Germany guns for Juncker’s job — Trump unraveling
Five Things You
Need to Know to Start Your Day – BB
US Open – ZH
Dollar
Jumps After New US, China Tariffs Kick In As Jackson Hole Looms
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
Tänään julkaistaan euroalueen elokuun
ostopäällikköindeksit ja EKP:n heinäkuun kokouksen pöytäkirja | Fedin kokouksen
pöytäkirja ei tuonut yllätyksiä, koronnosto edessä syyskussa | Öljyn hinta
nousi tämän kuun huippulukemiin