MNI China Daily Summary: Thursday, March 13

MNI BRIEF: China Has Been In Communication With U.S. On Trade

MNI BRIEF: China To Enhance Customs Clearance

MNI INTERVIEW2: Policy Lag Justifies Faster CNB Easing - Holub

MNI BRIEF: China Consumer Satisfaction Up

MNI: PBOC Net Drains CNY68.6 Bln via OMO Thursday

EZ/UK Bond Supply Calendar: SlovGB Auction Monday

US EIA:NAT GAS STORAGE -62 BCF TO 1,698 BCF MAR 07 WK

MNI: US FEB FINAL DEMAND PPI +0.0%, EX FOOD, ENERGY -0.1%

GERMANY: Union/SPD Migration Alignment After Turmoil Threatened Debt Deal (BILD)

GERMANY: Official Interim Election Results Tilt Towards Missing BSW & FDP

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MNI ANALYSIS: ReArm (or Don't ReArm)

The more we look into the of the ReArm plan details, the less impressive we think the final spending numbers will be.
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  • Last week EC President von der Leyen set out the ReArm Europe plan, noting that it could “mobilise close to” E800bln across four years. However, we don’t think the E800bln number is a realistic aim.
  • In fact, the more we look into the details, the less impressive we think the final spending numbers will be (and we think that much of the E650bln EDP easements will not be used).
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  • Last week EC President von der Leyen set out the ReArm Europe plan, noting that it could “mobilise close to” E800bln across four years. However, we don’t think the E800bln number is a realistic aim.
  • In fact, the more we look into the details, the less impressive we think the final spending numbers will be (and we think that much of the E650bln EDP easements will not be used).