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Tuesday, October 30

30th Oct - Lousy European GDP


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EUROPE
The Merkel Era Is Ending—What It Means for the German Government – PIIE
Don’t Write Off Merkel Just Yet – BB

Italy’s Economic Horror Show Starts Now – BB

GDP up by 0.2% in the euro area and by 0.3% the EU28 – Eurostat
Euro area’s initial growth figures for Q3 prove disappointing – Pictet
Eurozone GDP Hits 4 Year Low As Italian Economy Flatlines; Euro Slides – ZH


OTHER
US-China:  A Different Take – Marc Chandler

China’s fiscal policy turns more proactive – Pictet
As the economy continues to decelerate, the Chinese government is ramping up fiscal policy, in order to offset downward pressure on the economy.


REGULARS
EU Open Rundown – RANsquawk

Brussels Edition Daily – BB

Brussels Briefing – FT
The EU enters Merkel’s twilight zone - the veteran German chancellor has managed a dignified escape with aplomb
  
Eco Day Europe – BB
Merkel's Retreat, More U.S. Tariffs, China Stimulus: Eco Day

FirstFT Daily Briefing – FT

WSJ Daily Economics – WSJ
China’s Currency Slides | U.S. Guards Tech | Americans Slower to Upgrade Cell Phones

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Another Attempt to Put a Bottom in Stocks

Brussels Playbook – Politico
Merkel fallout — Raining Brexit £££ — Swedish government still loading

Five Things You Need to Know to Start Your Day – BB

Eco Day US – BB
Powell and Wall Street, More Tariffs, Euro Area Cools

US Open Rundown – RANsquawk

Aamukatsaus – Nordea
Tänään tulossa euroalueen BKT:n kasvuluvut kolmannelta vuosineljännekseltä | Tänään julkaistaan myös Saksan alustavat inflaatioluvut | USA:n pohjainflaatioluvut hieman odotettua vahvemmat