ECB Watch: Put
your TLTRO money where your mouth is – Nordea
So
much has the outlook changed that the ECB finds itself considering new stimulus
measures again. New liquidity operations will be in store, but Euro-area excess
liquidity has most likely peaked already.
The European
refinancing dilemma
– FT
Will
the central bank renew its 720bn of loans to European banks?
Dutch Economy in
Focus – Growth sharply lower – ABN
AMRO
OTHER
After a slight
rebound, Chinese business sentiment falls again – Pictet
Monthly Executive Briefing – Danske Bank
The
global economy is still fragile as we remain in limbo * Positive momentum in
US-China trade talks engenders optimism * Amid weakening global growth
momentum, major central banks have become more cautious * Brexit remains
unresolved and poses a major political risk.
REGULARS
Five Things to
Start Your Day Asia
– BB
Eco Day Asia – BB
Trade
Deal Dial-Back, RBA's Aussie View, Powell on Put * Month-late GDP data to
detail where U.S. economy losing steam * What China’s middle class says about
Trump, trade and tomorrow
Five Things to
Start Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
EU
lawyers say European Parliament can carry on without Brits after Brexit: The legal considerations of how the Brexit
delay can affect European elections are complex and potentially rather
important
Brussels Playbook – Politico
Dining
with a dictator — Sweating over China — Is it Brexit yet?
Danske Daily – Danske
Bank
Eco Day Europe – BB
Lighthizer's
Reality Check, Powell Put, Asia's Exports * Liikanen remains favorite to
succeed Draghi at the ECB * South Korea’s central bank keeps interest rates
unchanged
Daily Market
Comment
– Marc
Chandler
Trump
Walks Away from North Korea. Should Beijing Worry?
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Futures
Fall After Dismal Chinese Data, Korea Summit Ends In Chaos
Eco Day US – BB
U.S.
GDP, U.S.-China Trade Talks, Brexit Impact in U.K. * Talks between superpowers
pose risk for global trade regime * Race to replace Draghi looks like a
Franco-Finnish affair
FINNISH
Aamukatsaus – Nordea
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