EUROPE
Do bank lending
developments justify a TLTRO? – ABN
AMRO
Bank
lending to companies is slowing down and conditions are set to tighten *
Officials signals ECB will react to slowdown
Trump Tariff
Threat Leaves EU Looking for Plan B – BB
How
Europe can respond to the threat of a trade war.
Why are Eurozone
countries still so indebted? – FT
Bad Banks Really
Do Hurt Your Economy –
BB
New
research proves what the ECB has been arguing all along. The skeptics in
Southern Europe should listen up.
OTHER
Market Has Best
Price Reaction To Negative EPS Surprises In Nine Years – ZH
REGULARS
Five Things to
Start Your Day Asia
– BB
Five Things to
Start Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
Franco-Dutch
eurozone spats are about more than money. The tussle has introduced a different
kind of culture clash in the eurozone: one of style as well as substance
Brussels Edition – BB
How
Significant Is Significant?
Brussels Playbook – Politico
Orbán
splits the EPP — China finally on Europe’s agenda — Decisions and consequences
Danske Daily – Danske
Bank
FOMC
minutes to shed light on U-Turn
Eco Day Europe – BB
Brexit-Era
Trade, South Africa Budget, Japan's Exports * U.K. struggles to lock up trade
agreements ahead of Brexit * Japanese shipments take another tumble amid sour
global data
Daily Market
Comment
– Marc
Chandler
US-China
Trade and Brexit Dominate Ahead of FOMC Minutes
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Global
Stocks Hit 4 Month High As US Futures Drop Ahead Of Fed Minutes; Yuan Soars
Eco Day US – BB
Fed
Minutes, U.S.'s Yuan Demand, Brazil Pension Plan * ECB to discuss long-term
loans soon, decision unclear: Praet * Brexit jobs boom has a flip side that’s
holding economy back
FINNISH
Aamukatsaus – Nordea
Tänään katseet kohdistuvat Fedin pöytäkirjaan, josta
etsitään viitteitä rahapolitiikan suunnasta | Ruotsin inflaatioluvut hiipuivat vastoin
odotuksia, kruunu heikentyi reippaasti | Iso-Britannian työmarkkinat edelleen
kireät.
Jan Hurri: Seuraavakin kriisi kaatuu EKP:n syliin – IS
Euroalueen vakausmekanismit tai -rahastot tuskin estävät
uusia kriisejä. Vain EKP:llä on ison kriisin vaatimat vastavoimat – jos se vain
saa ja tohtii käyttää niitä.