Les dépêches lundi 4 février

  • US President Trump was sounding optimistic about the prospects of a trade deal with China. The optimism is consistent with the tone from the administration since December. The delayed state of the union address will also be monitored by markets.
  • The interminably tedious UK-EU divorce process saw the Japanese car-maker Nissan decide not to make a vehicle in the UK.
  • Eurozone producer price inflation is due. This is not without interest as pricing power could become an important focus over the course of 2019
  • Venezuela continues to be a source of uncertainty. Market attention is mainly focused on the implications for the oil price.
  • https://twitter.com/Reuters/status/1092357185936543744

[CNBC] Asian markets rise; Sony shares plunge more than 8 percent

[Reuters] Oil prices edge lower, tightening supply outlook supports

[CNBC] Beijing has been ‘ineffective’ in reviving its slowing economy: JP Morgan

[CNBC] The ‘splinternet’: How China and the US could divide the internet for the rest of the world

[Reuters] Australia’s central bank faces watershed week for policy

[FT] Non-bank lenders thrive in the shadows



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