9th June - Boring G-thang

Follow ‘MoreLiver’ on Twitter

EUROPE

Risk segregation and market fragility in the eurozone – FT

In this guest post, Marcello Minenna discusses Italian markets and risk segregation in the eurozone.

Merkel on EU reform: a decryption – Jacques Delors Institut

Why a Future German Bank Merger Would Make Sense in Four Charts – BB

ECB gets ready to make the leap – Pictet

Peter Praet’s hawkish comments on inflation this week did not surprise us in terms of substance but did in terms of timing.

ECB Watch: Cruel summer – Nordea

Recent signals suggest the ECB could announce the end of its asset purchases already next week. However, such a move would not mean rate hikes around the corner. Biggest market moves are likely to take place already ahead of the meeting.

OTHER

Goldman Urges "De-Risking Strategies In Stocks" As Credit Tumbles – ZH

BofA: "It's Just Like 1998" - credit tremors bursting the tech bubble? – ZH

Mark Gongloff: My, What Big FAAMGs You Have – BB

If tech behemoths are stifling innovation, then that's another reason to break them up.

Evading the next Iranian monetary blockade – JP Koning

  G7

Editorial:How the G-6 Can (Discreetly) Get Trump to Back Down – BB

America's partners should stand firm on trade, but avoid escalation.

Donald Trump calls on G7 to readmit Russia as he lashes out at allies – FT

Italy’s Conte backs call to include Moscow as US rift with allies over trade widens

Trump Breaks With G-7 to Urge Russia’s Return, Jabs ‘Unfair Trade’ – BB

‘We should have Russia at the negotiating table,’ Trump says * Russia was ousted from the bloc over Crimea annexation in 2014

REGULARS

EU Open Rundown – RANsquawk

Market Briefing: Daily Markets Overview – Yardeni Research

FirstFT Daily Briefing – FT

Argentina $50bn rescue, Trump’s Brexit, Eiffel Tower food fight

WSJ City – WSJ

BT’s CEO to Leave, G-7 Trade Feud, WPP Faces Revamp

WSJ Economics – WSJ

U.S. Stance On Trade Unites Allies—Against the U.S.

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler

Dollar and Yen Rise Amid Heightened Anxiety

Brussels Playbook – Politico

G6 + US — Polish carrots and sticks — Brexit breakthrough

Five Things You Need to Know to Start Your Day – BB

US Open – ZH

Markets Slide As G7, EMs, Italy And Apple All Hit In Perfect "Risk Off" Storm

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

G7-huippukokous alkaa tänään Kanadassa | Suomen vienti oli kasvussa huhtikuussa, kauppatase ylijäämäinen | Turkin keskuspankki nosti ohjauskorkoaan inflaation hillitsemiseksi