5th Jun - Still nervous

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EUROPE

Germany Isn’t Ready to Lead. That’s a Good Thing. - BB

The emphasis on the Nazi period that has reined in the country’s global ambitions since the end of World War II shouldn’t be swept aside.

Europe's Woes Multiply – Marc Chandler

  ITALY
Italy's "Worst Case" Scenario According To Morgan Stanley – ZH

JPMorgan's Conclusion: An Italian Exit May Be Rome's Best Option – ZH

How to buy Italian fire insurance – FT

A policy not held inside the building may be a good start.

Merkel Offers Carrot to Italy But Keeps the Stick in Reserve – BB

Chancellor views populist government as bound by frameworks * Merkel to have first meeting with new premier Conte at G-7

Conte Takes First Step Onto Highwire of Italy Populist Rule – BB

Premier to set out policy priorities in Senate speech * Coalition’s two main parties have competing demands of Conte

The ECB Deserves This Bout of Political Hot Water – BB

It had room to overbuy Italy last month, if it wanted to. And it should have.

Investors were selling Italy again on Tuesday – WSJ

New prime minister Giuseppe Conte made a speech to parliament in which he laid the groundwork to his government’s challenge of Europe’s financial orthodoxy and immigration rules.

Bonds Slide After New Prime Minister Spooks Markets With "Radical" Plans – ZH

REGULARS

EU Open Rundown – RANsquawk

Market Briefing: Daily Markets Overview – Yardeni Research

FirstFT Daily Briefing – FT

Brexit blueprint delay, EU doom loop, Madagascar’s vanilla boom

WSJ City – WSJ

Has the Stock Market Forgotten Lehman? US Confronts New Chinese Steel Play

WSJ Economics – WSJ

China Works to Skirt Steel Tariffs; Domestic Opposition Picks Up

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Sterling Jumps Ahead, While US Equities Have Small Coattails

Brussels Playbook – Politico

Šefčovič puts his hand up — Orbán on the phone — Putin on a show

US Open – ZH

Market Rally Fizzles As Old Fears Return

FINNISH

Aamukatsaus – Nordea

Päivällä saadaan tietoa Norjan asuntojen hintojen kehityksestä | Ruotsista julkaistaan tuotantolukuja ja rakennussektori jatkaa laskuaan | Korot jatkoivat nousussa