(Bloomberg) --
Welcome to Thursday, Americas. Here's the latest news and analysis from Bloomberg Economics to help get your day started:
- Here's what a Christine Lagarde-led European Central Bank might look like, across stimulus, interest rates, euro-wide issues and more
- Bloomberg Economics' Jamie Murray highlights the four lines of defense against the next recession Lagarde is set to take
- More economies might be on guard as Trump also ramps up talk about Europe and China playing a “big currency manipulation game” -- potentially a veiled threat for the U.S. Treasury to take action on the dollar
- Citigroup Inc's U.K. surprise index, which measures whether data exceed or fall short of forecasts, is at the lowest since 2012 after a string of reports undershot economists' expectations
- South Korea's trade spat with Japan highlights a problem that President Moon Jae-in and his predecessors have long sought to resolve: a large trade deficit that reflects a reliance on Japanese technology.
- Vietnam's a new victim caught in Donald Trump's crosshairs; data compiled by Bloomberg show the export surges that helped lead us to this point
- How the rise of populism impacts the global economy -- listen to our latest Stephanomics Podcast
To contact the reporter on this story: Zoe Schneeweiss in London at zschneeweiss@bloomberg.net
To contact the editors responsible for this story: Fergal O'Brien at fobrien@bloomberg.net, David Goodman
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