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Thursday, January 17

17th Jan - RIP Jack


OTHER
Forget the Trade War. China Is Already in Crisis BB
Even if the second-largest economy resolves the current slowdown, it will remain mired in a debt-driven slump.

The Stock Melt-Up Explained in Three Easy PiecesBB

RIP, Jack Bogle Abnormal Returns

Predicting recessions using term spread at the zero lower bound: The case of the euro areavoxeu


REGULARS
EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels BriefingFT
Swedish stability: Stefan Lofven looks set to win re-election as prime minister in an unprecedented third parliamentary vote

Brussels Edition BB

Brussels PlaybookPolitico
Commission’s grand no-deal Brexit tour — Old friend, new foe — Salvini starts fashion trend

Danske DailyDanske Bank

Eco Day EuropeBB
How May Could Win a Brexit Deal, China's Quiet Stimulus * Singapore is latest Asian nation to report trade slowdown * Yen could reach strongest in six years if recession hits

Daily Market CommentMarc Chandler
Risk Assets Underperform as Investors Await Fresh Developments

Five Things You Need to Know to Start Your DayBB

US Open RundownRANsquawk

Eco Day USBB
U.S. Recession Risk, China's Quiet Stimulus, U.K. Homes * Deutsche Bank sees danger of recession as soon as this year *  China quietly cuts borrowing costs while keeping rates on hold


FINNISH
AamukatsausNordea
Mayn hallitus selvisi niukasti epäluottamusäänestyksestä, neuvottelut erosopimuksesta jatkuvat ja kaikki vaihtoehdot ovat auki | Tänään on tulossa hiljainen tilastopäivä | Turkin keskuspankki piti ohjauskorkonsa ennallaan, liira vahvistui