EUROPE
Germany Reportedly
Open to Commerzbank, Deutsche Bank Tie-up – BB
A French ECB
President Again? Don't Rule It Out If Germany Balks – BB
Villeroy,
Coeure, and Lagarde all seen as possible ECB chiefs * Draghi goes in Oct. 2019,
and other EU posts are also in play
UNITED STATES
US Policy Mix
Reconsidered
– Marc
Chandler
OTHER
Global: The
Economics of a Hotter World – Nordea
The
temperature on the planet is soaring and there is plenty of evidence that humans
are to blame. From a macro viewpoint, we took a look at the expected economic
and financial consequences of climate change.
CRISIS 10 YEARS
Can We Survive the
Next Financial Crisis? – BB
While
banks are safer on many counts than before the crisis, the economic and
political repercussions are still being felt. Leverage has shifted to companies
from consumers, and some risk has migrated to shadow banks from traditional
lenders. Links between shadow and mainstream banks persist, and taxpayer
bailouts, though less likely, are still possible.
The Real Cost of
the 2008 Financial Crisis – The
New Yorker
The
aftermath produced a lost decade for European economies and helped lead to the
rise of anti-establishment political movements here and abroad.
Weathering the
financial crisis: how seven lives were changed – FT
10 years on – Reuters
(big multimedia work on the crisis, updated with new content during this week)
[2011] The
financial crisis inquiry report – US Government
Rebuilding lives,
10 years after Lehman's fall – Reuters
Cox:
Too-big-to-fail bias just now fading away – Reuters
After the crisis,
the banks are safer but debt is a danger – FT
Economic
recovery has been weak because of a massive growth in leverage
REGULARS
EU Open Rundown – RANsquawk
Brussels Edition
Daily
– BB
FirstFT Daily
Briefing
– FT
WSJ City – WSJ
Copyright
Fight Pits Tech Giants Against Publishers, US Economic Strength Is Red Flag for
Investors
WSJ Daily Economics – WSJ
No
Breakthrough In U.S.-EU Trade Talks | Which Way for the Dollar? |
Small-Business Sentiment Booms
Danske Daily – Danske
Bank
It
is a relatively light day on the data front. Financial markets will focus on
political events, such as the Brexit negotiations, where EU negotiator Michel
Barnier yesterday flagged optimism about a deal in six to eight weeks' time,
and the possible announcement by US President Trump of new tariffs on Chinese
imports.
Daily Market
Comment
– Marc
Chandler
Dollar
May Prove Resilient if it is Turn Around Tuesday
Brussels Playbook – Politico
Weber
steps back from Orbán — Commission’s Hungarian case file — Macron calls
Verhofstadt’s bluff
Five Things You
Need to Know to Start Your Day – BB
US Open – ZH
Global
Stocks, Futures Slide As China Shatters Trade Calm
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
EU:n Brexit-neuvottelija Barnier toiveikas
Brexit-sopimuksen saavuttamisesta, punta vahvistui | USA ja Kanada jatkavat
Nafta-neuvotteluja tänään | Norjan pohjainflaatio kiihtyi elokuussa hieman
odotuksia enemmän