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Thursday, May 18

18th May - Second panic day eases

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Greek Strikes Show Why Eurozone Debt Solution Will Never Work – Forbes
Target2 balances a ticking time bomb? – ABN AMRO

JPMorgan: "A Trump Impeachment Is Very, Very Unlikely" – ZH
WSJ Urges Trump To Keep His Mouth Shut – ZH
Investors Still Expect Corporate Tax Reform – Barry Ritholtz
The Special Counsel Who Just Might Save Trump's Presidency – BB

Yield OutlookDanske Bank
Range trading for the rest of 2017 but higher yields in 2018

Morning Report APAC – TF
The problems of US president Donald Trump have spilled out into the geopolitical realm with fears from the investor community that the infrastructure president is not going to be able to offer the global growth sweeteners he promised.

FirstFT FT
Trump fade, Temer on tape, Dutch king’s job

Confidence Grows in Europe, Former FBI Chief to Lead Russia Probe

Danske DailyDanske Bank

Trump worries send bonds and volalitity up, equities and USD down * Today UK retail sales and US Philly Fed (apart from the daily Trump) * 10 bp drop in 10 year treasury yield * EUR/USD trades above 1.11

Morning MarketsTF
The troubles facing the Trump administration have gone global pushing down Asian equities and boosting safe-havens.

From the FloorTF
Political turmoil swirling around US President Donald Trump is spreading a wave of risk-aversion across financial markets, knocking global stocks sharply lower and driving safe-haven government bonds higher. Volatility is up sharply. The word "impeachment" is in the air, but a two-thirds majority in the Senate would be needed to remove the president.

Daily Market Comment Marc Chandler
Some Respite from US Politics as Sterling Surges Through $1.30

Brussels PlaybookPolitico
Parliament slaps Orbán — Who’s who in Macron cabinet

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Selloff Accelerates As Trump Fears Mount: "The Market Will Revert To Much Higher Volatility"


FX UpdateTF
The latest Trump revelations have finally proven the straw that broke the complacent camels’ back as broader risk appetite suffered a meltdown yesterday with USDJPY volatility even exceeding US equity market volatility over the last couple of sessions.|

Markkinat alamäessä * Ison-Britannian työttömyysaste laski alimmilleen yli 40 vuoteen * USA:n ja Saksan korot selvässä laskussa * Japanin alustavat BKT- luvut odotettua vahvemmat