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Thursday, December 20

20th Dec - Holiday Readings

It's that time of the year again. Here are some holiday readings for your enjoyment.

20th Dec - Still weak

Wednesday, December 12

Wednesday, December 5

Friday, November 30

Thursday, November 29

Tuesday, November 27

Thursday, November 22

Friday, November 16

Thursday, November 15

Monday, November 5

Thursday, November 1

Wednesday, October 31

Friday, October 19

Tuesday, September 25

Monday, September 17

Saturday, September 15

Wednesday, September 5

Monday, September 3

Wednesday, August 22

Tuesday, August 14

Monday, August 6

Saturday, June 30

Sunday, June 17

17th Jun - Weekly Previews

Fed- and ECB speeches to fine-tune guidance after last week’s meetings. Germany and Italy main sources of political risks. US-China trade war continues with controlled salvos.

Monday: ECB’s annual conference on central banking begins (till Wednesday)

Tuesday: -

Wednesday: EZ PMI

Thursday: several central bank meetings

Friday: US PMI, OPEC production cut strategy review

Saturday, June 16

Sunday, June 3

3rd Jun - Weekly Previews

Here are the links to the weekly roundups and previews of the beginning week.

Tuesday, May 29

29th May - Italian crisis escalates + charts

Follow ‘MoreLiver’ on Twitter
European end gameKevin Muir
The ECB’s balance sheet expansion has put Germany in an extremely difficult place. They cannot afford to cut back on the expansion for fear of another Euro-crisis, yet the more QE they do, they more Germany is on the hook. I hate to break it to Germany, but it’s even worse than it looks.

Merkel’s Comeuppance is Europe’s and the World’s MisfortuneProject Syndicate
Yanis Varoufakis: No one who was paying attention to Greece's predicament three years ago should be surprised by the position that German Chancellor Angela Merkel and Europe find themselves in today. But only a dangerous fool would celebrate.

Soros Sees New Global Financial Crisis Brewing, EU Under Threat BB

George Soros: How to Save EuropeProject Syndicate
There is no longer any point in ignoring the reality that a number of European Union member countries have explicitly rejected the EU’s goal of “ever closer union.” Instead of a “multi-speed Europe,” where all members are still heading toward the same destination, the goal should be a “multi-track Europe” that offers member states a wider variety of choices.

EU Must Reinvent Itself So That U.K. Wants to Rejoin, Soros SaysBB

Soros predicts 'five years' of Brexit divorce proceedingsNew Indian Express

Soros: ‘The European Union is in an existential crisis’MarketWatch


Italian bonds suffer rout on political turmoilFT
Investors fear fresh elections might give more eurosceptic mandate to populist parties

Tony Barber: Italian deadlock sets stage for fierce battle over the EUFT
Populists will fight a snap election on the choice between local control and the ECB

Editorial: Italy's Looming Constitutional CrisisBB
The populist coalition is pushing the country, and the euro zone, to the brink.

Bank of Italy warns Rome is close to losing ‘asset of trust’FT
Remarks by Ignazio Visco come as sell-off in Italian sovereign bonds intensifies

Europe Has A Big ProblemGMM

Italian risks recede... but only temporarily Danske Bank

Italy: Last minute showdownING
The attempt to form a government backed by the Five Star Movement (5SM) and the Northern League failed on Sunday, when a final clash with President Sergio Mattarella as to the potential finance minister caused PM-designate Giuseppe Conte to hand back his mandate. A “neutral” government driving Italy to new elections looms

Leonid Bershidsky: No, Italy Isn’t a Victim of the EuroBB
The common currency’s proponents have a strong case, they just need to make it more convincingly.

The ECB Fiddles as Rome BurnsBB
How to stop the Italian crisis turning into a full-blown conflagration.

League, Five Star Had Euro Exit Plan, Italy's Democrats SayBB
League’s Giorgetti says ‘option never went into contract’ * Populist ministerial pick spoke of plan for euro exit in 2015

Next Italian elections could be a referendum on democracy itselfThe Spectator
Italians could see the next elections as the last chance to tell Brussels that they do not want to go on with the status quo.

Ferdinando Giugliano: Italy’s Nightmare Has No End In SightBB
Unless the populists campaign on exiting the euro, a new election will change nothing.

Europe's soft coup d'etat in Italy is a watershed momentThe Telegraph
President Sergio Mattarella has asserted the extraordinary precedent that no political movement or constellation of parties can ever take power if they challenge the orthodoxy of monetary union. 

Martin Sandbu: Italy’s new technocrat should find his inner populist FT
Carlo Cottarelli could co-opt the Eurosceptics by adopting some of their policies

Bill Emmott: Driving Italy out of the euro makes no sense at allFT
Another election should focus on economic stagnation, not the currency issue

What could an Italy rescue look like?ABN AMRO

Some possible scenarios for the election and post-election periodReuters

Italy banker warns on political crisis as investors fear for euroReuters
Italy’s central bank chief warned on Tuesday that the state was “only ever a few short steps” from losing investors’ trust as markets dumped stocks and bonds, fearing repeat elections will become a de facto referendum on the country’s euro membership.

Italian Equity, Credit Protection Costs Explode, Sovereign Risk At 5Y HighsZH

Italians Furious After EU's Oettinger Says "Markets Will Teach Them" Not To Vote For PopulistsZH

Ashoka Mody: Italy's President Just Undermined the EuroBB
Blocking populists will serve only to strengthen them.

Italy heading toward fresh vote later this yearReuters

US To Impose 25% Tariff On Chinese Tech GoodsZH

Panic, Crisis In Italy: Dealers Pull Bids As Bonds, Stocks Crash; Euro, Deutsche Bank Tumble As Contagion SpreadsZH
Central bank liquidity: Into the desert Nordea
After years of central bank asset purchases and monetary expansion, the liquidity tide is turning. Quantitative Tightening - the reversal of QE – has the potential to carry with it significant negative market impacts. Read our in-depth report.

EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

FirstFT Daily BriefingFT
EU budget shift, Pret to sell for £1.5bn, FT interviews Mahathir

Italy’s Drama Raises Stakes for Euro, Investors Come Home to U.S. Stocks

WSJ EconomicsWSJ
Is a Tight Labor Market Really, Finally Generating Higher Wages?

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Dollar and Yen Surge

Brussels PlaybookPolitico
Far-right Champagne guzzlers — Italian opera — Budget week

Five Things You Need to Know to Start Your DayBB

Global Markets Descend Into Contagious Panic As Italy Implodes


Aamukatsaus Nordea
Päivän tärkeimmät julkaisut ovat USA:n ja Ruotsin luottamusluvut | Saksan korot laskussa, Italian korot nousussa | Julkaisimme raportin, joka käsittelee keskuspankkilikviditeettiä

Monday, May 28

Sunday, May 27

27th May - Weekly Previews

Here are the links to the weekly roundups and previews of the beginning week.

Sunday, May 13

13th May - Weekly Previews

Here are the links to the weekly roundups and previews of the beginning week.

Sunday, May 6

6th May - Weekly Previews

Here are the links to the weekly roundups and previews of the beginning week.