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In
2011, the EU introduced stricter rules to monitor the implementation of
country-specific policy recommendations. Using a new dataset, this column
investigates whether these new laws have increased national compliance. There
is no evidence that these stricter processes matter for implementation rates,
whereas macroeconomic fundamentals and market pressure are important
determinants of implementation progress.
Merkel
and Macron Carried Off Their Trick, Barely – BB
Ursula
von der Leyen won the presidency of the European Commission, but faces a bumpy
road ahead.
Deutsche
Bank Still Faces an $83 Billion Question – BB
The
ECB is right to support the German giant’s downsizing plan, but it will need to
keep a close eye on the sale of assets from Deutsche’s “bad bank.”
Angela
Merkel’s Chosen Successor Goes All In – BB
Annegret
Kramp-Karrenbauer’s decision to take on the defense portfolio is a high-stakes
political gamble.
Macroprudential
policy at the ECB
– ECB
Institutional
framework, strategy, analytical tools and policies
Phillips
curves in the euro area – ECB
The
Phillips curve is still a valid policy instrument once it is robustly estimated
UNITED STATES
Why
the Fed will still cut, despite stronger data – ABN
AMRO
Rate
cuts are about risk management, not current conditions
OTHER
Rebalancing
the Global Economy: Some Progress but Challenges Ahead – IMF
Trump's Tariff Deal Comes Down to a Coin Flip – BB
A
German minister puts the chances of an EU-U.S. agreement at 50%. Others are
even more optimistic, though the scope of a deal would be limited.
China
Is the Biggest Protectionist Threat – BB
Even
before Trump, the country was pursuing a go-it-alone economic strategy that had
little use for trade.
REGULARS
Five
Things to Start Your Day Asia – BB
Eco
Day Asia
– BB
Fed's
Happy Outlook, China Balanced, Top Central Banks * Indonesia’s finger is on
rate trigger ahead of key Fed meeting * Terms of Trade: U.S.-Japan talks set to
heat up and get messy
Five
Things to Start Your Day Europe – BB
EU
Open Rundown
– RANsquawk
FirstFT
Daily Briefing
– FT
Brussels
Briefing
– FT
Europeans
line up candidates to lead the IMF: Powerful emerging economies want to break
Europe's stranglehold on the institution
Brussels
Edition
– BB
Brussels
Playbook
– Politico
What’s
next for Ursula — What’s next for Margaritis — Salvini’s miracle
Danske
Daily
– Danske
Bank
Eco
Day Europe
– BB
BOE
Losing Faith, South Korea Cuts, Trade Impasse * Indonesian central bank set to
cut rates to ward off headwinds * Employment jumped and labor force swelled in
Australia
Daily
Market Comment
– Marc
Chandler
Five
Things to Start Your Day US – BB
US
Open Rundown
– RANsquawk
US
Open
– ZH
European
Stocks, US Futures Rebound After ECB Said To Revamp Inflation Goal
Eco
Day US
– BB
Fed
Splinter, ECB Studies Revamp, Brexit Recession Risk * A July rate cut could end
Powell’s record-breaking Fed unity * U.K. faces recession in no-deal Brexit,
fiscal watchdog warns
FINNISH
Aamukatsaus – Nordea
Optimismi
nopean ratkaisun suhteen kauppasodassa on viime päivinä hälventynyt |
Euroalueen kesäkuun inflaatiota tarkistettiin kymmenyksellä ylöspäin | Tänään
julkaistaan Philadelphian teollisuuden luottamusindeksi