EUROPE
German firms
should cut dependence on China, says top industry group – Reuters
German
firms should cut their dependence on the Chinese market, a leading industry
group says in a strategy paper that underscores rising concern over Beijing’s
state-driven economic model
The end of the
Merkel era: European press reacts – Open
Europe
Editorial:
Europe’s Budget Rules Need Smart Enforcement – BB
The
European Commission is right to sanction outlandish rule-breaking, but it
shouldn’t ignore signs of a slowing economy.
Ferdinando
Giugliano: They Hated Angela Merkel, Now They’ll Miss Her – BB
Many
in Italy and Greece could come to regret the woman they despised.
Marcus Ashworth:
Draghi Gets What He Wanted: Some Inflation – BB
Rising
prices give the ECB sufficient cover to bring its bond-buying program to a
close even as growth slows.
Rebound in
inflation data brings some relief to the ECB – Pictet
Euro
area flash HICP rose from 2.1% year on year (y-o-y) in September to 2.2% in
October, in line with expectations and the highest level since December 2012.
UNITED STATES
Karl W Smith: The
Slowdown in Europe Should Give the Fed Pause – BB
The
U.S. economy is stronger than Europe’s right now, but that won’t always be the
case.
REGULARS
EU
Open Rundown –
RANsquawk
Brussels
Edition Daily
– BB
Inflation 2, Growth 0
Brussels
Briefing
– FT
Halloween growth slowdown risks putting
spooks on Italy - stagnant growth and higher borrowing costs trigger worries
about debt sustainability
Eco
Day Europe –
BB
Italy's Spending Plans, Brexit Woes,
Eurozone's Bumps
FirstFT
Daily Briefing –
FT
WSJ
Daily Economics
– WSJ
U.S. Wages Poised for a Breakout | China’s
Factories Slow | Millennials Drive Homeownership
Danske
Daily: Eurozone stagflation? – Danske
Bank
Today’s main event is the euro area flash
HICP. The inflation number is particularly interesting given that euro area
growth slowed to a four-year low yesterday and Draghi’s insistence on
inflationary pressure last week. Ergo stagflation.
Daily
Market Comment
– Marc
Chandler
No Fright on This Halloween
Brussels
Playbook
– Politico
What Merkel means — EPP fight night —
Trump vs. facts
Five
Things You Need to Know to Start Your Day – BB
US
Open
– ZH
Global Stocks Surge On Last Day Of Dismal,
Turbulent October
US
Open Rundown
– RANsquawk
Aamukatsaus – Nordea
Tänään
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odotuksia heikommiksi | Italian talouskasvu lopahti, Saksan inflaatiokehitys
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