Morning Brief – December 4th 2020

Americas

United States #Covid_19: Daily Summary (December 4th)
➡ Regional/national data
➡ Latest Restrictionshttps://t.co/I0amxW1kOt

— Christophe Barraud (@C_Barraud) December 4, 2020

#California Warns of Lockdowns in Most of State Within Days – Bloomberghttps://t.co/YuTCTKZ8VL

— Christophe Barraud (@C_Barraud) December 4, 2020

McConnell says 'compromise is in reach' on #COVID_19 bill, but sticking points remain – ABC Newshttps://t.co/PZNcz8cQod

— Christophe Barraud (@C_Barraud) December 4, 2020

Service industries in U.S. expand at a more moderate pace https://t.co/1Y4EOiuAi6

— Bloomberg Economics (@economics) December 3, 2020

Tensions in Georgia GOP rise over Trump https://t.co/BWIzcegzzD pic.twitter.com/JvLgFxH32k

— The Hill (@thehill) December 4, 2020

Cnooc Among Four #China Firms Cited by U.S. for Military Ties – Bloomberghttps://t.co/3tUpGxD9Ua

— Christophe Barraud (@C_Barraud) December 4, 2020

U.S. Spy Chief Calls #China Greatest Threat Since World War II – Bloomberghttps://t.co/OBeqLmqF38

— Christophe Barraud (@C_Barraud) December 4, 2020

Asia

South Korea's Cabinet reshuffle is a sign that President Moon is entering a lame duck period of his single five-year term that ends in May 2022, analysts say.https://t.co/xiw9uGg9T1

— Nikkei Asia (@NikkeiAsia) December 4, 2020

China’s closer ties with Hong Kong’s bond market to create ‘enormous opportunities’ for city, reports ⁦@klky99⁩ #china #China #HongKong #bonds https://t.co/t1R69bEf2V

— SCMP Economy (@scmpeconomy) December 4, 2020

China ‘accepts’ Joe Biden will not rush to remove Donald Trump’s US trade war tariffs, analysts say, reports @orangewang_ #China #china #tariffs #JoeBiden #JoeBidenKamalaHarris2020 #JoeBiden2020 #BidenTransition #BidenPresident #BidenHarris2020 https://t.co/IhdvHvAQiN pic.twitter.com/McOmyN3mjN

— SCMP Economy (@scmpeconomy) December 4, 2020

The Reserve Bank of India will undertake closer scrutiny and auditing of shadow lenders and local banks https://t.co/mezlKnfUsL

— Bloomberg Economics (@economics) December 4, 2020

Chinese Scientists Claim Breakthrough in Quantum Computing Race – Bloomberghttps://t.co/Tssd9xkYT5

— Christophe Barraud (@C_Barraud) December 4, 2020

China turns its 'wolf warriors' on Australia, but at what cost?https://t.co/t0kOB2DSww

— Nikkei Asia (@NikkeiAsia) December 4, 2020

Europe

ECB seen extending and boosting stimulus to battle a longer crisis
British cry foul as post-Brexit trade negotiations hit last-minute bump
It's U.S. jobs report day
Here's a rundown of your top economic news today https://t.co/G7gUHEhXPP

— Bloomberg Economics (@economics) December 4, 2020

#Europe #Covid_19: Daily Summary (December 4th)

*Focus on #Germany, #Spain, #France and #Italy

HT @FLAHAULT, @ForexLive, @ngbpadel2, @mianrey, @nicolasberrod, @starjoin, @GuillaumeRozier, @gforestier, @Fabien_L, @Corriere https://t.co/NdmKDvTWy9

— Christophe Barraud (@C_Barraud) December 4, 2020

#GERMANY OCT FACTORY ORDERS M/M: +2.9% V +1.5%E; Y/Y: +1.8% V +0.2%E (1st positive print since Feb. 2020)

➡ It confirms that, on a YoY basis, global trade growth (goods) should turn positive by year-end. pic.twitter.com/PRKxV80SkD

— Christophe Barraud (@C_Barraud) December 4, 2020

#GERMANY EXTENDS EU30B BACKSTOP FOR CREDIT INSURERS TO JUNE 2021 – BBG

— Christophe Barraud (@C_Barraud) December 4, 2020

EU'S GENTILONI SAYS EU WILL NOT "SURRENDER" TO HUNGARY, POLAND VETO ON RECOVERY FUND, WILL "GO ON WITHOUT THEM" IF NECESSARY – RTRS

— Christophe Barraud (@C_Barraud) December 4, 2020

#BREXIT: EU OFFICIAL SAYS UK TRADE DEAL "IMMINENT", EXPECTED BY THE END OF THE WEEKEND BARRING LAST-MINUTE BREAKDOWN IN TALKS – RTRS

— Christophe Barraud (@C_Barraud) December 4, 2020

– EU Official: UK Trade Deal "Imminent", Expected By The End Of The Weekend Barring Last-Minute Breakdown In Talks
– EU Stands Firm On State Aid Demands
– May Have Another Gathering On Brexit After Summit Due Dec.10-11

— LiveSquawk (@LiveSquawk) December 4, 2020

*FRANCE WOULD VETO ANY #BREXIT DEAL SEEN UNSATISFACTORY: BEAUNE – BBG

— Christophe Barraud (@C_Barraud) December 4, 2020

*#BOE'S SAUNDERS SAYS NEGATIVE RATES REVIEW ONGOING – BBG
*BOE'S SAUNDERS SEES `MODEST SCOPE' TO CUT BANK RATE FURTHER
*BOE'S SAUNDERS: RATE CUT PLUS QE MAY BE BEST STIMULUS APPROACH

— Christophe Barraud (@C_Barraud) December 4, 2020

#BOE'S SAUNDERS SAYS STILL ROOM TO EXPAND QE – BBG

— Christophe Barraud (@C_Barraud) December 4, 2020