EUROPE
El-Erian: Why
Italy is the Latest to Question Policy Orthodoxy – Project
Syndicate
The
budget standoff between Italy's anti-establishment government and the European
Commission has rattled markets and brought back memories of the eurozone
sovereign debt crisis. EU officials should remain open to unconventional
economic-policy approaches, and the Italians should show that they are serious
about long-term reforms.
The Italian
Budget: A Case of Contractionary Fiscal Expansion? – PIIE
Whether
the proposed budget would in fact boost Italian output, as the government hopes
and counts on. We fear not. In fact, the proposed policies are more likely to
achieve the opposite.
Ashoka Mody: Italy’s
Budget Isn’t as Crazy as It Seems – BB
EU
officials must recognize that the country needs stimulus.
UNITED STATES
Q3 GDP
U.S.
economic growth slows slightly in third quarter; outlook less upbeat – Reuters
US
economy continues to chug along, with no slowdown in sight – Pictet
U.S. GDP Grows Above-Forecast 3.5% on Consumers, Inventories – BB
U.S. GDP Grows Above-Forecast 3.5% on Consumers, Inventories – BB
OTHER
"Peak
QE": This Is What Share Of The Market Central Banks Now Own – ZH
REGULARS
EU
Open Rundown
– RANsquawk
Brussels
Edition Daily
– BB
Brussels
Briefing
– FT
Polls suggest another torrid outcome for
the parties that underpin Merkel’s coalition
Eco
Day Europe
– BB
Draghi's 7-Week Test, Fed Confidence,
Tokyo Inflation
FirstFT
Daily Briefing
– FT
WSJ
Daily Economics –
WSJ
The Best Major for College Grads |
U.S.-China Impasse | Slower Growth Ahead for the U.S.?
Danske
Daily
– Danske
Bank
Daily
Market Comment
– Marc
Chandler
It is Tough for Investors When the Weekend
is the Firebreak
Brussels
Playbook
– Politico
Happy numbers — British problems — Why
they laughed
Five
Things You Need to Know to Start Your Day – BB
Eco
Day US
– BB
U.S. GDP, Draghi’s 7-Week Test, China’s
Supply Chains: Eco Day
US
Open
– ZH
"Tech-Wrecked": Global Stocks,
US Futures Plunge As Panic Selling Returns
US
Open Rundown
– RANsquawk
Aamukatsaus – Nordea
Tänään USA:sta
saadaan BKT:n kasvuluvut | EKP:n kokouksesta ei saatu merkittäviä uusia
uutisia, Norjan ja Turkin keskuspankit pitivät korkonsa ennallaan | Venäjän keskuspankki
kokoustaa tänään, luottoluokituslaitos S&P antaa luokituksen Italialle