EUROPE
As Turkey Teeters,
Germany Considers Offering a Financial Lifeline – WSJ
Berlin
fears a meltdown of the Turkish economy could spill over into Europe with dire
consequences
Germany Looks for
Ways to Help Turkey Without Offering Emergency Funding – BB
Official
says Merkel is pulling together list of suggestions * IMF still seen as first
line of defense in any meltdown
Central Europe:
running out of steam –
FT
After
20 years of growth, labour shortages threaten to shake up the region’s economic
model
Eurozone loan
growth does not signal faster economic growth – ING
While
not bad on the surface, monetary developments in July disappointed a little
after a strong June. Loan growth to both households and corporations stalled,
providing only weak support to GDP growth in the months ahead
UNITED STATES
NAFTA
Editorial:
Rebranding Nafta Is Better Than Dismantling It – BB
Trump’s
deal with Mexico could have been worse.
Tyler Cowen:
Trump’s Nafta Deal Isn’t Worth the Price – BB
The
president picked a fight with Canada and Mexico, and a marginally better trade
deal won’t repair the relationship.
Nafta is dead:
Long live the US / Mexico Trade Agreement – ING
The
Canadian dollar is looking more supported after Mexico struck a deal with the
US on trade. But this is not going to be a pushover. Nafta is dead. Will Canada
be willing to sign up to a deal on Mexican terms?
Canada rejoins
talks to stay in NAFTA, deal possible this week – Reuters
OTHER
Nomura: The Market
Is Sniffing Out The Possibility Of A 2019 Rate Hike Pause From The Fed – ZH
The bull market is
running out of brea(d)th – FT
A dangerous dance:
when auditors are too close to the client – FT
Firms
can be too focused on pleasing customers who are also a source of consulting
income
REGULARS
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing –
FT
WSJ Economics – WSJ
Half
Way to a New Nafta | Kushner Steps In | Newsprint Tariffs
Daily Market
Comment
– Marc
Chandler
Brussels Playbook – Politico
Oettinger
backs Weber — Di Maio slaps back — Poland nears precipice
Five Things You
Need to Know to Start Your Day – BB
US Open – ZH
S&P
Above 2,900, Global Stocks Hit 6 Month High As Dollar Slide Accelerates
Aamukatsaus – Nordea
USA ja Meksiko pääsivät yhteisymmärrykseen
Nafta-sopimuksen uusista ehdoista, dollari heikkeni | Tänään luvassa hiljainen
päivä | Saksan Ifo-indeksi yllätti positiivisesti alkuvuonna nähdyn laskun
jälkeen