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Thursday, June 7

8th Jun - Nervous day, ECB still in focus

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Ferdinando Giugliano: Italy Can Expect the Full Brexit TreatmentBB
Brussels isn’t going to play ball with Rome’s populists.

Don't Forget GreeceMarc Chandler
The third assistance program formally ends in June and the final payment expected in August.

Merkel warns that EU is at threat from impasse over asylumFT
German chancellor says impasse over how to handle refugees puts free movement at risk

Is Draghi Risking Everything To Teach Rome A Lesson?ZH

What do markets now expect from the ECB?ABN AMRO

ECB rate guidance is likely to be dovishABN AMRO

Robert Burgess: Euro Traders Set Themselves Up for a LetdownBB
Betting on QE's demise leads market commentary.

The US economy is doing fine. What are the main risks?Pictet
While there are plenty of signs we are in the late stage of the business cycle, and while the Fed is tightening policy, we do not expect a recession in the US.

Karl W Smith: Hey Fed, Don’t Be Scared of a Little More InflationBB
Even if the economy is at full employment, there’s benefit to letting it run hot for a while.

The Big Picture: From boom to cruising speedDanske Bank
After a strong 2017, the global economy has lost some momentum in 2018. However, the global economy will still grow at a decent pace in 2018-19. Inflation pressures to rise only gradually, prompting cautious monetary policy tightening. The risks to our forecast are tilted to the downside from a possible Italy debt crisis and an escalation of global trade tensions

Goldman Sachs: Tech is not a bubbleFT

Europe To Fine Google Up To $11BN Over Abuse Of Market DominanceZH

France Warns Trump It Won’t Sign a G-7 StatementBB
Macron and Merkel prepare to challenge U.S. at Quebec summit * France seeks progress on tariffs, Iran and climate accord

It’s Trump Against the Developed World as G-7 Frays Over TariffsBB
Group of Seven leaders summit taking place in Quebec this week * Steel tariffs, Iran sanctions, climate change are on agenda

EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

FirstFT Daily BriefingFT
Brussels to hit Google, China’s global grid, fossils in fashion

Trump to Push Aggressive Trade Agenda at G7, ZTE Nears Life-Saving Deal

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Dollar Pullback Extended Against Euro and Sterling

Brussels PlaybookPolitico
Merkel gets blunt — G7 gifts — Old order at NATO

Five Things You Need to Know to Start Your DayBB

Stock Euphoria Prevails Despite Gathering G-7, EM Clouds; Dollar Slides

Aamukatsaus Nordea
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