An Insider Look at
How Angela Merkel Lost Her Grip – BB
Rancorous
infighting in the ruling coalition helped bring her dominance to an end.
The Immigration
Crackdown Doesn't Apply to Rich People – BB
Voters
might be angry about migration, but “golden visas” for the rich are booming
across Europe. There’s a risk of a race to the bottom on standards.
John Authers: The
Case for a European Bounce? Ask the ECB – BB
The
euro zone’s banks need to be stabilized first. Also, the new sick men of
Europe.
European banks
feeling the slowdown –
ABN
AMRO
Banks
have stopped easing credit standards on loans to companies
UNITED STATES
US Macro and
Federal reserve forecast update – Pictet
We
are reducing our 2019 US growth forecast to 2.2%, from 2.4% previously, mostly
to account for the partial government shutdown.
OTHER
Editorial: Google
Gets Caught in Europe’s Privacy Trap – BB
A
$57 million fine could lead to much worse for companies and consumers.
Davos tiptoes
around the questions of Big Tech governance – FT
Techno-optimism
appears out of touch with ‘techlash’ over data privacy
The IMF's focus on
debt recovery must be corrected – FT
Peter
Doyle, a former senior IMF economist, argues that the Fund's fiscal
conditionality costs more than meets the eye.
REGULARS
Five Things to
Start Your Day Asia –
BB
Eco Day Asia – BB
China
Consumer Crunch, Trust But Verify, Fed Board Seat * Trump’s protectionist
policies are helping Fed meet price goal * BOJ’s Kuroda under pressure as
stimulus side effects pile up
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing –
FT
Brussels Briefing – FT
Brussels
holds back on ‘golden visas’ criticism - a report avoids naming any member
state or even pointing the finger at Russia as a high risk
Brussels Edition – BB
Brussels Playbook – Politico
Japan
trade deal pinnacle — New deal for nature — Goodbye, golden visas
Danske Daily – Danske
Bank
Daily Market
Comment
– Marc
Chandler
Markets
Walk Tightrope after Yesterday's US Equity Drop
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Global
Rally Returns As Markets Fade Trade Fears, Dollar Slides
Eco Day US – BB
Fed
Plans, Davos on the World Economy, China Concern * Global recession not seen in
Davos even as world economy slows * Top business leaders use dinner to air
China grievances
FINNISH
Aamukatsaus – Nordea
Japanin keskuspankki jatkaa yhä elvyttävää
rahapolitiikkaansa | Euroalueelta saadaan kuluttajien luottamuslukuja | Saksan
rahoitusmarkkinoiden odotukset paranivat