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Wednesday, March 13

13th Mar - Bullish again #4044


EUROPE
The ECB after Draghi: ‘You need an actor who can act fast’FT
Mario Draghi used bold policies to rescue the eurozone, but will his successor have the firepower to deal with any global slowdown?

ECB rates and TLTRO-III: the devil in the detailsPictet
The most important element of the ECB’s package was the announcement of new targeted longer-term refinancing operations for banks (TLTRO-III), although their success will depend on their final modalities to be unveiled “in due course”.

Leonid Bershidsky: Breaking Up Big Tech Is Too Scary for Europe BB
EU regulators have a better case against Amazon, Facebook and Google than the U.S. does, but there’s a reason they haven’t acted.
  
 
OTHER
Martin Wolf: Monetary policy has run its courseFT
It has made secular stagnation worse. Fiscal alternatives look a safer bet
  

REGULARS
Five Things to Start Your Day AsiaBB

Eco Day AsiaBB
U.S. Inflation Who Done It, Brexit Chaos, Tariff Threat * Powell’s labor market concerns find plenty of support in data * Thai tourism industry is looking to cash in on a same-sex law

Five Things to Start Your Day Europe BB

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels BriefingFT
Losing control of Brexit: May’s move is an admission she can no longer discipline her ranks, and partly tactical

Brussels EditionBB

Brussels PlaybookPolitico
May’s latest crushing defeat — UK in limbo — In defense of the EU civil service

Danske DailyDanske Bank

Eco Day EuropeBB
Brexit Pain, U.S. Tariff Threat, Low Inflation All Over * U.K. already has endured damage from debate around exiting EU * U.S. clings to trade-war leverage as talks with China ongoing

Daily Market CommentMarc Chandler

Five Things to Start Your Day USBB

US Open RundownRANsquawk

US OpenZH
Stocks Tread Water Ahead Of No-Deal Brexit Vote; Boeing Slide Continues

Eco Day USBB
Wonderland Economy, Brexit Damage, Japan's Rough Start * The U.S. is borrowing a lot but interest rates aren’t rising * Britain is facing a hit to jobs, investment and capital


FINNISH
AamukatsausNordea
Britannian parlamentti hylkäsi eilen Mayn sopimuksen, punta heikentyi | Tänään parlamentti kokoontuu äänestämään erosta ilman sopimusta | Ruotsin ja USA:n inflaatioluvut jäivät odotuksista