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Wednesday, May 23

22nd May - Italy and German economists

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Economist Urging Euro-Exit Plan B Tipped as Italy Finance ChiefBB
Paolo Savona, 81, last held cabinet job quarter century ago * He criticized Germany for its ‘commanding’ role in euro area

Investors Are Worrying About the Wrong Plunging Italian AssetBB
Equities, not sovereign bonds, pose biggest threat to economy * Bespoke says ECB backstop will limit damage from rising yields

Der Euro darf nicht in die Haftungsunion führen!FAZ
154 Wirtschaftsprofessoren warnen davor, die europäische Währungs- und Bankenunion noch weiter zu einer Haftungsunion auszubauen. Wir dokumentieren ihren Aufruf im Wortlaut.

Why markets could be massively underpricing US rate hikesING
Just who's telling the truth, business and consumer surveys or actual activity data? Since Trump's victory, they've diverged dramatically. If we're wrong and the real data starts to reflect the surveys, the path of rate hikes is being massively underpriced

SocGen: "Investors Are Increasingly Worried About Losing Money On Bonds And Equities At The Same Time"ZH

Jan von Gerich: Oil: What goes up… - Nordea
A multitude of factors has helped push the oil price higher. The rise is set to continue in the coming months, but prices will probably fall again towards the end of the year. The macroeconomic effects of the higher prices should not be overplayed.

US-China trade talks: 'Grand bargain' moving closerDanske Bank
China Makes Massive Cut to Car Tariffs After Truce With Trump – BB

EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

FirstFT Daily BriefingFT
Iran ‘wish list’, Zuckerberg in Brussels, Lula’s legacy

US and China Near Deal on ZTE, A Tale of Two Booming Stock Sectors

Danske Daily Danske Bank

Daily Market Comment Marc Chandler
Trade is Important, but Capital More So

Brussels PlaybookPolitico
Facing down Facebook — Giuseppe who? — Where EU staffers are educated

Five Things You Need to Know to Start Your DayBB

US Futures Jump Amid Easing China Trade War; Dollar, Italian Yields Slide