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Tuesday, June 19

19th Jun - Merkel, migration and trade war

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Merkel, Macron agree euro zone budget in 'new chapter' for bloc
Merkel, Macron Reach Deal on Euro Reforms to Challenge the Dollar – BB

Leonid Bershidsky: Merkel Will Ride Out This Crisis, TooBB
Trump will be disappointed if he thinks the uproar over migrants will be her downfall.

Germany: Merkel sunset postponedING
The growing government crisis in Germany has been defused, temporarily. However, the fact that the interior minister has given the chancellor a kind of ultimatum shows once again that the situation remains strained

Europe and the U.S. Could Make Migration ManageableBB
Solutions exist, but the issue has become too politicized for politicians to consider them.

EU tries to assuage German, Italian concerns on migrationReuters
EU will agree next week to look into creating disembarkation platforms in north Africa and elsewhere to decide asylum requests before claimants get to Europe, a draft statement ahead of an EU summit showed.

EU May Commit to Limit Migrant Moves Amid German Cabinet StrifeBB
Bloc’s leaders to issue statement on asylum-seekers at summit * Governments to take steps to stem refugee movements within EU

EU to consider ‘migrant centres’ outside blocFT
Idea for triage of asylum seekers skirts policy divisions but faces legal obstacles

Why Trump has it in for MerkelFT
The German chancellor and the US president represent different positions on migration

U.S. Plans to Withdraw From UN Human Rights Council TodayBB
Haley has said panel wages ‘pathological’ anti-Israel campaign * U.K.’s Johnson has said council is flawed but has value

Market Correlations Like 2016 Suggest Dominoes Are Lining Up to FallBB
Morgan Stanley cross-asset gauge shows systemic risk building * Development could spell an end to profitable hedge fund trade

El-Erian: Why Markets and Political Scientists Disagree on the G7Project Syndicate
Contrary to the warnings of some political analysts, even after the recent debacle in Canada, the G7 can and will play a role – albeit a less important one – on the global stage. But that does not mean that the summit's failure was cost-free.

Hedge Funds' Best Ideas? Those Are Just Stocks They're Dumping BB
Harvard Business School PhD published paper in April * Stocks were their ‘best ideas’ but not likely any longer

Trump Calls For $200BN More In Chinese Tariffs, Beijing Vows To "Hit Back"ZH

China Takes a Hit, but What is Next?Marc Chandler

Trump threatens almost all imports from China as Beijing fires backReuters

EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

FirstFT Daily BriefingFT
Markets trauma, IBM’s AI debater, productive slacking

Trump Escalates Trade Conflict With China, No ‘Taper Tantrum’ Just Yet

WSJ EconomicsWSJ
Trump Dials Up Pressure On China, Threatens Another $200B In Tariffs

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
America First Clashes With Made in China 2025

Brussels PlaybookPolitico
Danke Donald, love Angela — Poles still heart Tusk — Salvini aims at Roma

Five Things You Need to Know to Start Your DayBB

Global Markets Tumble As Trade War Fears Spike; China Crashes

Aamukatsaus Nordea
Trump uhkasi Kiinaa jälleen uusilla tariffeilla | EKP:n konferenssi jatkuu Sintrassa, luvassa puheenvuoroja | Datajulkistusten osalta tulossa hiljainen päivä