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Monday, June 4

4th Jun - Mild political risk events in horizon

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Leonid Bershidsky: Soros Is Hyping the Existential Threat to EuropeBB
The latest political turmoil is no more cataclysmic than the crises that preceded it.

Ramesh Ponnuru: Italy Needs a Euro Exit Plan. So Do Other CountriesBB
Even if the common currency muddles through for now, it will generate future crises.

Wolfgang Münchau: Lack of European reform, not Italy, will break the eurozoneFT
Stop treating the euro as an article of faith and fight for its sustainability

Le Maire Tells Germany It's Now or Never to Strengthen EurozoneBB
French minister gives German journalists message for Merkel * Countries set to hold joint ministerial meeting on June 19

«We have to change the system – the Italian crisis makes this clear» - FUW
Paul De Grauwe, professor for economics at the LSE, sees the set-up in the Eurozone as «unsustainable».

Leonid Bershidsky: Merkel Teaches Macron the Art of the PossibleBB
The German chancellor’s response to the Frenchman’s sweeping EU reform proposals isn’t flashy, but at least it’s workable.

At Some Point Germans May Discover That They Are In Deep TroubleKlaus Kastner

June Macro Update: Unemployment Claims at a 49 Year LowFat Pitch
The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely.

Tim Duy: The Fed Will Soon Switch Off the Autopilot BB
Two more hikes will put interest rates at just about the bottom end of what is estimated to be a neutral monetary policy.

The Myths Of Stocks For The Long Run – Part I Lance Roberts

BofA Calls It: "The Global Wave Has Just Peaked For Only The Tenth Time In 25 Years"

G-7 Finance Chiefs Condemn Trump Tariffs as Allies RebelBB
France’s Le Maire says EU doesn’t want a trade war with U.S. * U.S. allies protest Trump tariffs on steel and aluminum

EU says first steel safeguard measures could come in JulyReuters
The European Union could impose preliminary measures to safeguard its steel and aluminum industries as early as July, although a full investigation will take nine months, EU Trade Commissioner Cecilia Malmstrom told Reuters on Monday.

Color on Japanese Capital Flows and the Euro Marc Chandler

The mystery trader who roiled Wall Street FT
Former Blackstone executive used complex credit derivatives to become a feared hedge fund manager but left behind a trail of recriminations

Goldman: If Trump Wants To Win A Trade War, The Market Has To Crash ZH

EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

FirstFT Daily BriefingFT
UniCredit-SocGen potential merger, China trade talks, marriage myths

Trade Tensions Intensify, Global Growth Story Fades

WSJ EconomicsWSJ
U.S. Goes It Alone On Trade, Economy Powers Ahead

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Corrective Pressures Weigh on the Dollar

Brussels Playbook Politico
Merkel’s answer to Macron — Slovenian election — Orbán’s nemesis

Five Things You Need to Know to Start Your DayBB

US Open – ZH
"Glass Half Full" Markets Jump, Ignoring Renewed Global Trade War

Frontrunning ZH

Aamukatsaus Nordea
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