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Tuesday, June 5

5th Jun - Still nervous

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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 MultiplyMarc Chandler

Italy's "Worst Case" Scenario According To Morgan Stanley

JPMorgan's Conclusion: An Italian Exit May Be Rome's Best OptionZH

How to buy Italian fire insurance
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
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 WaterBB
It had room to overbuy Italy last month, if it wanted to. And it should have.

Investors were selling Italy again on TuesdayWSJ
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" PlansZH

EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

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

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

WSJ EconomicsWSJ
China Works to Skirt Steel Tariffs; Domestic Opposition Picks Up

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Sterling Jumps Ahead, While US Equities Have Small Coattails

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

Market Rally Fizzles As Old Fears Return

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