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Friday, May 19

19th May - Erasing the fall






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EUROPE
Financial integration in Europe stalls, May 2017 – ECB
Withdrawal of Italy from the euro area – ScienceDirect


UNITED STATES
What would happen if President Trump were impeached? – Nordea
4 Charts Show Why Trump's Saudi Visit Is Different – BB
Goldman Slashes Trump Tax Cut Forecast By Over 40% - ZH
Russians Are Laughing at the U.S., Not Just at Trump – BB


OTHER
BofA Warns Of "Tech Mania" Risk: Sees Highest Tech Inflows Since Dot Com Bubble – ZH
Money Is Flooding into Tech Funds at the Fastest Clip in Over a Decade – WSJ
Both ECB And BOJ Are Just Months Away From Running Out Of Bonds To Buy – ZH


REGULARS
FirstFT – FT
Assange charges dropped, Iran’s election, the Big Green Bang

WSJ City – WSJ
Russia Probe Heats Up, Fear In The Fear Gauge, Why Big Banks Can Relax

Danske Daily – Danske Bank

Eye-Opener – Nordea
Calmer waters after Trump drama, but will it last? * ECB getting even closer to changing its risk assessment * Euro yields drop with US politics dictating direction * Massive weakening of the BRL, while the USD rallied
 
Morning Markets – TF
A few Eurozone releases are coming and Rosneft's CEO was out with some encouraging words for oil but markets are focusing on one thing and one thing only into Friday's session: President Donald J. Trump.

From the Floor – TF
An absence of further incriminating evidence against US President Donald Trump yesterday saw a rebound in government bonds as well as a slight recovery in equities, albeit primarily driven by biotech. Meanwhile south of the equator, the Brazilian Real ended Thursday down 9% following news that the country's president may have paid bribes.

Daily Market Comment – Marc Chandler
Markets Trying to Stabilize Ahead of Weekend

Brussels Playbook – Politico

Five Things You Need to Know to Start Your Day – BB

10 things you need to know before the opening bell – BI

US Open – ZH
Global Markets Rebound To End Volatile Week, As Trump Rout Fades

Frontrunning – ZH

FX Update – TF
In recent years markets have found it difficult to run for cover for any notable length of time and this latest deleveraging move has proven no exception.


FINNISH
Aamukatsaus – Nordea
EKP:ssä eripuraa * Brasilian pörssi romahti * EKP:n sisällä on eriäviä mielipiteitä kasvuriskeistä * Julkistuksien osalta tulossa hiljainen päivä