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Tuesday, May 8

8th May - Quiet



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EUROPE
Italian Politics Don't Matter Until They Do – Marc Chandler
Italian Yields Surge As New Elections Loom – ZH
Italy’s Politics Get Real for Bonds – BB


UNITED STATES
Trump Says He'll Exit Iran Nuclear Deal and Reinstate Sanctions – BB
US withdraws from Iran nuclear deal – Danske Bank


MARKETS / OTHER
Investors Can Miss the Forest for the Smart Beta TreesBB
Every factor carries uncertainty regardless of why it works during a certain period.

Deindustrialisation may be complete; economic change is notFT
Great transformation keeps posing new challenges


REGULARS
EU Open RundownRANsquawk

WSJ CityWSJ
Takeda Agrees Deal for Shire, Oil Market Could Be Blindsided by Iran Deal

WSJ EconomicsWSJ
The Fed’s Emerging-Market Fallout | Oil and Politics Don’t Mix | Why Are Americans Working Longer?

“Best of the web” daily chartsLukas Daalder

Daily Market Comment Marc Chandler
Dollar Races Ahead

Brussels PlaybookPolitico
Iran day — Cars, air, money — Men of the flags

Five Things You Need to Know to Start Your DayBB

US OpenZH
Nervous Markets Slide Ahead Of Trump's Iran Announcement, EMs Roiled As Dollar Surge Continues

FrontrunningZH


FINNISH
Aamukatsaus Nordea
Ruotsista, Norjasta ja USA:sta saadaan inflaatiolukuja tällä viikolla | Englannin keskuspankki kokoustaa torstaina | Tänään ei saada merkittäviä tilastojulkistuksia

Tekikö Ruotsi vanhanaikaisen?Sakari Heikkinen