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Monday, November 12

12th Nov - Stocks falling


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EUROPE
Marcus Ashworth: Italy Gets Starvation Rations From Mario DraghiBB
Even if it wanted to, there’s not much the ECB could do to help Italian bondholders, apart from some more cheap credit for the country’s banks.

Italian banks to help fill Carige's capital hole in effort to avert crisis Reuters
€400 Million Hole Emerges At Banca CarigeZH

First ECB hike now seen in 2020ABN AMRO

The Big Read: Russian sanctions: why ‘isolation is impossible’FT
The US-led measures were designed to ostracise Putin, but the rhetoric has not matched reality as Moscow sells arms and builds alliances

Editorial: The German export machine is in need of an upgradeFT
Vulnerability to protectionism is a chance to rebalance the economy

 
OTHER
Global leverage, examinedFT

Stocks Tumble After US Unveils New Anti-China-IP-Theft PlanZH

SWIFT Cuts Off Iran Central Bank As Tehran Sells 700,000 Barrels To Anonymous Direct BuyersZH


REGULARS
EU Open RundownRANsquawk

Brussels Edition DailyBB

Brussels BriefingFT

Eco Day Europe BB
Oil Spigot Loosens, Chinese Rate-Cut Calls, China Opens

FirstFT Daily BriefingFT

WSJ Daily EconomicsWSJ
Too Much Oil | U.S. Debt Piles Up | Christmas Shopping Season

Danske DailyDanske Bank

Daily Market CommentMarc Chandler

Brussels PlaybookPolitico
Au revoir Trump — Germany’s Green women — War and tech     

Five Things You Need to Know to Start Your DayBB

Eco Day US – BB
‘Economic Iron Curtain’, German Cars, Goldman on ECB

US OpenZH
Futures Slide Amid Euro, Cable Rout; Dollar Soars To 2018 High

US Open RundownRANsquawk

AamukatsausNordea
Italian hallituksen on määrä toimittaa uusi budjettiesitys komissiolle tiistaihin mennessä | Tällä viikolla tulossa useita inflaatiojulkistuksia sekä BKT:n kasvulukuja | Ministeri Johnson ilmoitti eroavansa Britannian hallituksesta, punta heikentyi

Antti Ronkainen: Populismin pelko estää näkemästä Merkelin Germany First -politiikkaaSK

Jan Hurri: Italiaa kovisteleva komissio toistaa eurokriisin virheitäIS