EUROPE
Editorial: Don’t
Let Italy Off the Hook – BB
The
euro area needs budget rules, and the European Commission is right to enforce
them.
OCTOBER PMI
Gloomy signals for
euro area manufacturing – Pictet
ECB to signal
risks tilted to the downside – ABN
AMRO
Eurozone: Leaves
are falling, so is the PMI – ING
A
fall in the PMI in October signals a weakening of Eurozone momentum at the
start of the fourth quarter. If the stock market corrects further, it would
constitute an additional brake on the Eurozone's growth pace
Eurozone Economic
Sentiment Falls to Lowest Level for Two Years – WSJ
Easing
of economic growth isn’t yet severe enough to disrupt the ECB’s plans to end
its bond-buying program in December
Euro area:
Casualties of trade war – Nordea
The
Euro-area PMIs provided for unpleasant reading and added downside risks to the
Euro-area outlook. The trade war is clearly hurting the Euro area much more
than the US. However, the data will not be enough to make the ECB change course
for now.
OTHER
Charting China's
declines –
FT
REGULARS
EU Open Rundown – RANsquawk
Brussels Edition
Daily
– BB
Brussels Briefing – FT
Eco Day Europe – BB
London's
Falling, Trump's Tax Cuts, Indonesian Rates
FirstFT Daily
Briefing
– FT
WSJ Daily
Economics
– WSJ
Danske Daily – Danske
Bank
Daily Market
Comment
– Marc
Chandler
Disappointing
Flash PMI Weighs on Euro
Brussels Playbook – Politico
Fight
for Italy’s sole — Germans squirm around EU rules — Home alone with the far
right
Five Things You
Need to Know to Start Your Day – BB
Eco Day US – BB
Chinese
Stimulus, Fed Warning, Sino-Japan Rapprochement
US Open – ZH
"Tremendous
Wall Of Worry" Sends US Futures Lower As China, Europe Rebound
US Open Rundown – RANsquawk
Aamukatsaus – Nordea
Riksbank kokoustaa tänään, mutta ei vielä nosta korkoaan
| Euroopan komissio hylkäsi Italian budjettiesityksen, Italian korot jälleen
nousussa | Pörssit laskussa kauttaaltaan, myös öljyn hinta laski reippaasti