Driving the day: Great expectations

“A key question will be whether [Draghi] is going bold on fiscal integration,” said Sander Tordoir, a senior economist at the Centre for European Reform, which would mean “more solidarity and more discipline.” China is the other big question: “The entire Brussels consensus is still ‘let’s not be harsh on China, while they have not fully up their mind” on how to handle overproduction, dumping, and a landscape where the two biggest economies have abandoned free trade, he said.