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EUROPE
Draghi Pledges Euro Area Will Get All the ECB
Support It Needs – BB
Draghi said the ECB will
keep as much stimulus as the euro-area economy needs when policy makers decide
to adjust bond-buying program later this year.
5 fronts in the coming eurozone battle – Politico
Efforts to reform the
single currency bloc will need to overcome more than Franco-German differences.
"Forget Germany, Spain Is The Real
Problem" – ZH
GERMAN
ELECTIONS
Early Thoughts – Marc Chandler
Merkel Chastised as
Far-Right Surge Taints Fourth-Term Win – BB
German Election: snap
reaction – Open
Europe
Reds Got the Blues? No. –
Fistful
of euros
German election – a
complicated result – Nordea
Merkel’s last term: A
Jamaica coalition – Deutsche
Bank
Germany’s top party
leaders explain the election – Fabius Maximus
Grand coalition still
more likely than Jamaica – ABN AMRO
Political fragmentation
means Jamaica coalition is the only option – Pictet
Germany’s top party
leaders explain the election – Fabius Maximus
The market implications
of the German election – BlackRock
Where to now, Germany? –
Open Europe
UNITED STATES
Trump to Get Tax Plan
That Targets 20% Corporate Rate – BB
Tax Plan Leaked, Morgan
Stanley Skeptical – ZH
What Wall Street Thinks
Of Trump's Tax Plan – ZH
Has The Fed Abandoned
Its Reaction Function? – Tim
Duy
OTHER
Macro
Monday: Reflation and unwinding balance sheets – TF
Estimating
Future Stock Returns, June 2017 Update – Aleph Blog
Market
Pullbacks Since 2009 & Greenspan 1994 Comparison – Big Trends
Deutsche
Bank: "The Fed's 'Transparency' Killed Long-Term Investing" – ZH
Abe
Announces Japan Snap Election, Will Face New Challenger – ZH
The
End of the Go-Go Years – Ben Carlson
FANG
Stocks Plunge Most In 3 Months, AAPL Nears Correction – ZH
Futurists
predict a rapture of machines, but reality beat them to it by turning computing
into a way of life.
Michael Lewis: Jonathan Lebed's Extracurricular Activities – NYT
On
Sept. 20, 2000, the Securities and Exchange Commission settled its case against
a 15-year-old high-school student named Jonathan Lebed.
REGULARS
Elections held over the weekend in Germany and New Zealand have had an
impact on currencies. Uncertainty over who will govern in Wellington could
continue to impact the NZ dollar this week. And GBP could react to the
resumption of Brexit talks this week.
FirstFT Daily Briefing – FT
WSJ City – WSJ
Rise of the Right Dents Merkel’s Win, U.K. Business Sentiment
Deteriorates
Complicated German election result; inflation week; UK downgrade * German
election result – listen to our webinar at 9:30 CEST * Politics boosting the
greenback * Will the EMU/US inflation spread continue to converge?
Morning Markets – TF
The euro and the NZD are both under pressure this morning after
inconclusive weekend elections in Germany and New Zealand meant the two
countries face weeks of negotiations to form new ruling coalitions.
Daily Market Comment – Marc Chandler
Euro and Kiwi Dragged Lower
Brussels Playbook – Politico
Merkel survives — AfD thrives — UK cabinet divides
Five Things You Need to Know to Start Your Day – BB
US Open – ZH
Global Stocks Mixed After "Nightmare Victory" For Merkel;
Chinese Property Developers Crash
Frontrunning – ZH
FINNISH
Tänään
sulatellaan Saksan vaalitulosta | Perjantaina saadaan inflaatiolukuja USA:sta
ja euroalueelta | Euro heikentyi hieman dollaria vastaan Saksan vaalituloksen
jälkeen