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Thursday, June 27

27th Jun - Quiet #4123



I'm on Twitter.


EUROPE
Eurozone: Avoiding a more serious slowdown ING
There are still some underlying growth drivers in the eurozone, but the expansion is losing steam. A multitude of potential adverse shocks could add to the downside risks. Inflation expectations are falling to an uncomfortably low level. So it's no surprise the ECB has suggested interest rates will be cut again.
 
Eurozone sentiment weakens significantly in JuneING

The Big Read: Vladimir PutinFT
Putin: friendship with China, ‘Donald’ and the rise of national populism. As he heads to the G20 in Japan, the Russian leader believes he is back at the top table

Vladimir Putin says liberalism has ‘become obsolete’FT
In an exclusive interview with the FT, the Russian president trumpets growth of national populism


REGULARS
Five Things to Start Your Day AsiaBB

Eco Day AsiaBB
Trump Warns Beijing, China's Slowdown, Fed Needs Draghi * U.S.-China trade war compounding major challenge facing Korea * Risk of U.S.-Iran ‘sleepwalk’ into war cited at United Nations

Five Things to Start Your Day Europe BB

EU Open RundownRANsquawk

FirstFT Daily Briefing FT

Brussels BriefingFT
Italy’s divided government delays EU budget reckoning: Rome has decided to postpone formally setting itself a lower deficit target for 2020

Brussels EditionBB
Trump vs. Europe

Brussels PlaybookPolitico

Danske DailyDanske Bank

Eco Day EuropeBB
What Poll Says on ECB, Trump's Warning, China Economy * Economists expect ECB to flag action first, then cut in September * Trump threatens China with more tariffs, while rebuking India

Daily Market CommentMarc Chandler

Five Things to Start Your Day USBB

US Open RundownRANsquawk

Eco Day USBB
Uneasy Trade Truce, Stumbling Confidence, ECB Outlook * Happy talk of Trump-Xi truce masks twisting path to a deal * Optimism at U.S small, midzie companies hits nine-year low


FINNISH
Aamukatsaus Nordea
Eurotaala lähes paikallaan, koronlaskuodotusten vaimentuminen ja G20-optimismi rauhoittivat markkinoita | Öljyn hinta nousussa USA:n öljyvarastojen supistumisen myötä | Suomen kuluttajaluottamus laski kesäkuussa