EUROPE
Eurozone: The best
is now (firmly) behind us – ING
Peak
growth is now behind us and while there are still positive drivers that make it
too soon to call the end of the expansion, growth in 2019 is likely to come out
much lower than last year. We forecast 1.4% GDP growth in 2019 and 1.3% in 2020
but the risks are skewed to the downside. In these circumstances, the
probability of an ECB rate hike is melting away
Leonid Bershidsky:
How the EU Plans to Punish Hungary and Poland – BB
Imposing
sanctions may be easier said than done for the EU.
Europe’s Most
Important River Is Running Dry – BB
The
Rhine waterway, critical to moving coal, car parts, food and thousands of other
goods, risks becoming impassable because of climate change.
UNITED STATES
Trump meets with
Cabinet officials to revive infrastructure push – sources – Reuters
Shutdown clouds
outlook for consumer-driven U.S. economic growth – Reuters
China Offers a
Path to Eliminate U.S. Trade Imbalance, Sources Say – BB
Buying
spree offer was made at Beijing talks in early January * U.S. officials said to
be skeptical, want gap closed sooner
Orwell v Huxley:
whose dystopia are we living in today? – FT
John
Lanchester on how Brave New World and Nineteen Eighty-Four capture the age of
Facebook and Trump
REGULARS
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
Transatlantic
Trump trading: EU-US talks just need to replace the far darker alternative of a
trade war
Brussels Edition – BB
Europe’s
Trump Trade
Brussels Playbook – Politico
Berlusconi
to the rescue — Macron to Liberals: Who dis? — No-deal prep
Danske Daily – Danske
Bank
The
end of the trade war may be near
Eco Day Europe – BB
ECB's
Window, BOJ's Threshold, Davos Predictions * Economists see weakening euro-area
momentum as biggest threat * Fed’s Quarles expresses optimism about state of
U.S. economy
Daily Market
Comment –
Marc
Chandler
Markets
Finishing Week on Positive Note
Five
Things You Need to Know to Start Your Day – BB
US Open Rundown – RANsquawk
US Open – ZH
Futures,
Global Markets Surge On Renewed China Stimulus And Trade Optimism
Eco Day US – BB
Davos
Predictions, ECB's Window, Globalization Thrives * WEF participants got 2018
right saying Fed would hurt stocks * ECB has small window for rate hikes before
economy is too soft
FINNISH
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