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Friday, May 18

18th May - Italy still all the news

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Eurozone: Mixed feelings ING
Eurozone growth has slowed since the beginning of the year, with inflation remaining unusually low. While both phenomena might be temporary, it looks as if a first rate hike is now not to be expected before the second half of 2019

Leonid Bershidsky: Trump Forbids Russian Pipeline. Europe Pushes BackBB
U.S. may not be able to scuttle the planned Nord Stream 2 project to bring gas to Germany.

Leonid Bershidsky: How Europe Can Keep Money Flowing to IranBB
Keeping the Islamic Republic on the global SWIFT network would defy the U.S. and its sanctions.

Italian Populists Seal Pact to Challenge EU Establishment BB
Parties still to say who they’ll nominate to be prime minister * League and Five Star pledged tax cuts, more spending for poor

Italian Markets Rocked by Reality of Populist Coalition ProposalBB
Strategists turn bearish with spread over bunds seen widening * Traders long BTPs putting themselves in ‘wolf’s mouth:’ SocGen

Italian bonds and politics take centre stagePictet

Eurosceptic Italian government faces a reality checkPictet

Europe chart of the week – Italy’s fiscal buffersPictet

Italy: Is the survival of the euro really at play again? Nordea
The emergence of an anti-establishment government in Italy has finally raised also market worries. While Italy is not on its way out of the euro, there are good reasons to be worried. Italian assets have more room to suffer.

Stand-off between EU and new Italian government looming Danske Bank

EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

FirstFT Daily BriefingFT
Oil over $80, Swift showdown, dark factories

Saudis Discuss Oil Price Concerns, PayPal Snaps Up iZettle, Hundreds of Crypto Offerings Show Signs of Fraud

WSJ Economics WSJ
U.S.-China Tensions Easing? | ‘Nowhere Near’ a Nafta Deal | Mortgage Rates Hit 7-Year High

“Best of the web” daily charts Lukas Daalder

Danske DailyDanske Bank

Daily Market Comment – Marc Chandler
Markets are Uninspired Ahead of the Weekend

Brussels PlaybookPolitico
Waiting for Angela — Defensive in Brussels, Stockholm and Washington — God vs. bankers

Five Things You Need to Know to Start Your DayBB

S&P Futures Rise, Yields Drop As Ongoing Dollar Juggernaut Routs Emerging Markets

Aamukatsaus Nordea
Viisi tähteä ja Lega pääsivät yhteisymmärrykseen hallitusohjelmasta | Öljyn hinta nousussa | Tänään ei merkittäviä tilastojulkistuksia

Kommentti: Italiassa on ainekset uuteen eurotrilleriinIS
Italiasta näyttää sittenkin tulevan ensimmäinen suuri euromaa, jota johtaa eurokriittinen hallitus. Siinä voi olla uuden eurotrillerin ainekset, kirjoittaa erikoistoimittaja Jan Hurri.