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Monday, November 19

19th Nov - Turning lower again


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EUROPE
Eurozone: Signs of life from the French-German axisING
Just when you thought it was all over for eurozone reform, the French-German axis returns with a proposal for a eurozone budget

Dutch finance minister hits out at ‘unconvincing’ eurozone budget planFT

Leonid Bershidsky: Germany Doesn’t Really Want an EU ArmyBB
A supranational fighting force is politically untenable, but fixing an inefficient procurement system would be highly desirable.

The current economic situation in Germany Bundesbank

Danske whistleblower criticises Deutsche Bank’s role in scandalFT
Danish parliament told that $150bn of questionable funds went through German lender


UNITED STATES
Who is Paying for the Trade War with China?EconPol
China Is Paying for Most of Trump's Trade War, Research SaysBB

Nomura Calls The End Of Normalization ZH
"The Fed Is Blinking In Front Of Our Very Eyes"


REGULARS
EU Open RundownRANsquawk

Brussels Edition Daily BB

Brussels BriefingFT
Franco-German eurozone budget lets down Team Macron - sceptics would say that the one thing the EU doesn’t need is another investment tool

FirstFT Daily BriefingFT

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Does Monday's Calm mean a Storm is Around the Corner?

Brussels PlaybookPolitico
Endless Brexit curse — Eurozone spluttering reform — Sabine Weyand’s next move

US OpenZH
Futures Slide After US-China APEC Clash, Apple Production Cuts

US Open RundownRANsquawk

AamukatsausNordea
Tällä viikolla tulossa EKP:n pöytäkirjan julkaisu sekä euroalueen ostopäällikköindeksit | Lisäksi Italian budjettiprosessi ja Brexitin eteneminen seurannan kohteina | Suomen uusi väestöennuste maalasi synkkiä tulevaisuudennäkymiä