EUROPE
Leonid Bershidsky:
Europe’s Next Two Fronts in Its War on Google – BB
The
U.S. internet giant is under pressure over both privacy and intellectual
property violations.
Emerging Europe
Outlook 2019: Autumn is coming – ABN
AMRO
We
expect a substantial slowdown in Emerging Europe, mainly driven by a recession
in Turkey and we anticipate a marginal slowdown in growth for the CEE region
from 2018, along with a ‘muddling through’ scenario for both Ukraine and Russia
EUROPEAN CENTRAL BANK
El-Erian: What to
Expect From the ECB's Policy Meeting – BB
Europe’s
growth slowdown means the central bank might have to revisit its unconventional
interest-rate and balance-sheet measures.
ECB Preview:
Worries Increase but Not Quite Ready to Act – Marc
Chandler
The
ECB meets Thursday, and it may be best conceived as a transition meeting. It
will lay the rhetorical groundwork for two things: a likely downgrade to the staff's growth
forecasts and moving toward a new round of long-term loans (targeted long-term
refinance operations).
Results
of the January 2019 euro area bank lending survey – ECB
The
euro area bank lending survey – Fourth quarter of 2018 – ECB
Credit
demand continues to increase despite growth worries – ING
OTHER
The Trade Deal
China Wants Isn’t Just Bad, It May Be Illegal – BB
Buying
up $1 trillion in goods from the U.S. may sound like a juicy offer, but it
could expose Beijing to billions in penalties.
China's growth
slowed by service, farm sectors, despite construction rebound – Reuters
Weakness
in the service and farm sectors slowed China's economic growth in the fourth
quarter, despite a strong pickup in construction activity, official data showed
on Tuesday.
Q1 Outlook 2019: Beware
the global policy panic – Saxo
Bank
As
the world faces up to a sinking economy, could policymakers’ attempts to
correct course lead them further into troubled waters?
Bridgewater's
Dalio sees significantly slower growth in Europe and U.S. – Reuters
This Is What
Scares Ray Dalio The Most – ZH
REGULARS
Five Things to
Start Your Day Asia
– BB
Eco Day Asia – BB
China
Yet to Bottom, Davos Warning, Trade Talks Debate * Swiss to stick with easy
monetary policy as global risks mount * Stricter N.Z. lending standards tighten
property market screws
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing –
FT
Brussels Briefing – FT
The
Aachen Conspiracy? Rivals are using the summit to question the need for the
Franco-German co-operation
Brussels Edition – BB
Brussels Playbook – Politico
Brexit
mutton dressed as lamb — Brok-en record — EU wants a space race
Danske Daily – Danske
Bank
Trade
tensions and soft growth expectations dominate the market
Eco Day Europe – BB
World
Growth Gloom, China Jitters, South Korea Surprise * IMF, CEOs take downbeat
view on global economic growth outlook * Xi Jingping warns party leaders of
damage to economy, society
Daily Market
Comment
– Marc
Chandler
Dollar
Consolidates and Equity Rally Stalls
Five Things to
Start Your Day US –
BB
US Open Rundown – RANsquawk
US Open – ZH
It's
A "Sea Of Red" As Global Stocks, S&P Futures Tumble
Eco Day US – BB
Davos
Talks Fed, U.K. Pay Growth, Gopinath's Questions * Dalio aligned with view that
Fed has to rethink tightening * U.K. wages grow at fastest pace since 2008 in
tight market
FINNISH
Aamukatsaus – Nordea
May pyrkii muokkaamaan erosopimustaan ja etenemään sillä
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