EUROPE
Europe faces a
reckoning as ‘the bezzle’ bites QE – FT
ECB’s
stimulus led to a period of ‘psychic wealth’ that is now unravelling
Dutch central
banker calls on ECB to pause plan to ditch stimulus – FT
Klaas
Knot’s shift in position underlines steep deterioration in eurozone sentiment
US and EU close to agreeing new Russia sanctions – FT
Measures
come in response to Moscow’s aggression against Ukraine in Sea of Azov
UNITED STATES
Trump Flexible on
China Tariff Deadline as He Seeks ‘Real Deal’ – BB
Would
let deadline lapse ‘if we’re close to a deal’ on trade * U.S, Chinese officials
are meeting in Beijing on trade issues
OTHER
China's Problems
Hit It All at Once –
BB
Bad
debts hurt its economy and companies right in the middle of trade talks.
REGULARS
Five Things to
Start Your Day Asia –
BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing –
FT
Brussels Briefing – FT
Brussels Edition – BB
Brussels Playbook – Politico
Political
football — EU’s Iran failure — Conte in his own words
Danske Daily – Danske
Bank
Eco Day Europe – BB
Global
Inflation Check, Carney's Outlook, Marie Kondo * U.S. sees Trump-Xi meeting
‘soon’ as trade talks move to China * Lane says ECB shouldn’t overreact to
individual data points
Daily Market
Comment –
Marc
Chandler
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Markets
Jump, Wall Of Worry Crumbles As Tentative Wall Deal Reached
Eco Day US – BB
Trump-Xi
Optimism, Inflation Checkup, BOE's Carney * U.S. sees Trump-Xi meeting soon as
trade talks continue * World economy gets inflation insight from U.S., China
data
FINNISH
Aamukatsaus – Nordea
USA:n liittovaltion rahoitusneuvotteluissa saavutettiin
alustava sopimus, joka Trumpin on vielä hyväksyttävä | Tänään on tulossa
hiljainen päivä, Britannian BKT:n kasvuvauhti hiipui | Dollari jatkoi
vahvistumistaan eilen