What's at stake
for Europe Inc in a trade spat with Washington – Reuters
OTHER
TRADE WAR
Editorial: Trump’s
Unforgivable Recklessness on Trade – BB
Even
if he “wins,” America and the world have lost.
Why China Finds it
Difficult to Weaponize the Yuan and US Treasuries – Marc
Chandler
China May Have
Miscalculated Trump’s Weak Spot – BB
By
raising tariffs, the White House puts pressure on China to stimulate its
economy, which will lead to a recovery in U.S. share prices.
US-China trade:
New tariffs – watch the second derivative – Pictet
Our
view about US-China trade tensions remains largely unchanged. We expect limited
direct impact on the US economy, but the indirect costs could be more
significant.
https://perspectives.pictet.com/2019/05/14/us-china-trade-new-tariffs-watch-the-second-derivative/
China hits back at
US claim it reneged on trade talks – FT
Beijing
says Washington changed terms on deal to buy more goods midway through
discussions
REGULARS
Five Things to
Start Your Day Asia –
BB
Eco Day Asia – BB
Trump
Doubles Down, Three Fed Cuts, Dickens-Like Future * Goldman: trade-war
escalation will drive U.S. inflation higher * Ship-to-ship encounters in South
China Sea risk new flashpoint
Five Things to
Start Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
Brussels Edition – BB
Brussels Playbook – Politico
War/peace
in the Middle East — German exceptionalism — Trump war
Danske Daily – Danske
Bank
Trade
war intensifying - terrible day for risk sentiment
Eco Day Europe – BB
Unlucky
Coeure, Trump Readies More Duties, Fed Cuts * Britian risks following the U.S.
on declining life expectancy * East European growth resilient despite euro area
dip
Daily Market
Comment
– Marc
Chandler
Too
Weak to Muster Much of a Turnaround Tuesday, Markets See Small Reprieve
Five Things to
Start Your Day US
– BB
US Open Rundown – RANsquawk
US Open – ZH
Futures
Jump As Trump Comments Spark New Hope For Trade Deal
Eco Day US – BB
U.S.
Prepares New Tariffs, Williams Warning, U.K. Jobs * Trump readies next steps as
economists see trade war worsening * Fed’s Williams says tariffs will impact
growth, inflation
FINNISH
Aamukatsaus – Nordea
Kiina asetti vastatullit USA:lle ja markkinat reagoivat |
Saksan rahoitusmarkkinoiden luottamuksen odotetaan parantuneen huhtikuusta |
Norjan BKT:n kasvu hidastui ensimmäisellä neljänneksellä, mutta hätää Norjalla
ei ole