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Wednesday, May 9

9th May - Iran deal broken


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EUROPE
Explaining German’s Exceptional Recovery – VoxEU
What explains Germany‘s exceptional recovery from the sick man of Europe in the 1990s to the powerhouse of today?

Why German manufacturing will bounce back – ABN AMRO


REGULARS
EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT
Iran fallout, rat-free South Georgia, Rockefeller art record

WSJ City – WSJ
Trump’s Gamble on Iran, Vodafone to Create European Telecoms Giant

WSJ Economics – WSJ
Any Sign of Inflation? | Oil Prices Rise as U.S. Drops Iran Deal | Americans to Employers: I Quit

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Oil Prices Surge and Dollar Gains Extended Post Withdrawal Announcement

Brussels Playbook – Politico
Iran deal chaos — Mogherini’s pride — BieÅ„kowska’s hot mic

Five Things You Need to Know to Start Your Day – BB

US Open – ZH
Oil Surges, 10Y Yield Back Over 3%, Futures Jump In Iran Deal Fallout