16th May - Still mostly Italy

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EUROPE

Euro Zone Braces for Month of Truth From Data in ECB Prelude – BB

Upcoming surveys may signal if weakness is just temporary * Risks include protectionism, market correction, strong euro

Mark Gilbert: Something Is Rotten at the Heart of the Euro – BB

Curbing the common currency’s ambitions could save it.

  ITALY

League/Five Star want return to ‘pre-Maastricht’ era – FT

Leak of draft deal shows Italian populist parties sought path out of euro

Italy Populists Say Government Talks Entering Final Stretch – BB

Leaders of the anti-migrant League and the anti-establishment Five Star move towards a deal.

5-Star, League want ECB to forgive 250 billion euros of Italy debt: draft – Reuters

Tony Barber: The Five Star-League proposals would blow the eurozone apart – FT

Assumptions that the parties’ bark would be worse than their bite are misplaced

Why Italy's bonds keep calm and carry on – Reuters

MARKETS / OTHER

Is Investing Starting to Get Difficult Again? I Hope So – GMO

What Happened to LIBOR-OIS? – Marc Chandler

REGULARS

EU Open Rundown – RANsquawk

Market Briefing: Daily Markets Overview – Yardeni Research

FirstFT Daily Briefing – FT

North Korea spat, Gaza, Malaysia’s ‘Man of Steal’

WSJ City – WSJ

North Korea Warns on US Summit, MPs Float ‘Big Four’ Breakup

WSJ Economics – WSJ

Treasury Yields Hit Fresh Highs | Nafta Deadline Looms | The Economics of Taylor Swift and Ticket Scalpers

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

US Yields Soften After Yesterday's Surge

Brussels Playbook – Politico

Saving the Iran deal — Dombrovskis on the record — 5Stars and League have a laugh

  

US Open – ZH

Easing Bond Rout Stabilizes Global Markets, But Surging Dollar Keeps Traders On Edge

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea 
 

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