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EUROPE
The Eurozone
Quarterly: A late-cycle economy? – ING
Rising
protectionist sentiment, the populist wave across Europe, a looming Brexit
deadline and talks of a maturing cycle are all factors that seem to be playing
a part in the slowdown of Eurozone’s growth. One could say the expansion is now
in late summer: the temperature still feels nice, but we know that the best is
behind us. In
this report, we look in depth at every major Eurozone country, from Germany to
Greece, Finland to France. We assess the strengths, weaknesses and impending
threats to the bloc's prosperity. And there's also a look at the housing
situation across Europe.
Contrasting fortunes within the euro area – Pictet
The
four biggest euro area economies slowed in H1 2018 due to a number of factors,
including weak exports.
UNITED STATES
Trade &
Tariffs - implications for the Fed – ING
The
intensifying trade war will impact both US inflation and growth. How will the
Federal Reserve respond?
The Best Finance
Books recommended by Andrew W Lo – Five Books
Reflections on the
Lehman collapse, 10 years later – BIS
REGULARS
EU Open Rundown – RANsquawk
Brussels Edition
Daily
– BB
FirstFT Daily
Briefing
– FT
WSJ Daily
Economics
– WSJ
Trump
Threatens Tariffs On Almost All Chinese Imports
Danske Daily – Danske
Bank
Stock
markets ignore escalating trade war
Daily Market
Comment
– Marc
Chandler
Dollar
Trades Heavily as Emerging Markets Follow China
Brussels Playbook – Politico
Fort
Trump and Tough Cookie Juncker — Tusk wants us all to get along — Commission
job for losers
Five Things You
Need to Know to Start Your Day – BB
US Open – ZH
Global
Stocks Rally As Asia Shrugs Off Trade War Fears
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
Ison-Britannian elokuun inflaatioluvut julkaistaan tänään
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