15th May - Turnaround #4089

EUROPE

European elections: is the party over for the centre-right? – FT

Dominant in EU politics for two decades, the EPP fears a backlash from populist rivals at next week’s polls

UNITED STATES

U.S. Readies Anti-Orban Sanctions If Charm Drive Fails, WSJ Reports – BB

Tycoon close to Orban, premier’s cabinet chief may be targeted * Report follows praise for Hungarian leader at Trump meeting

OTHER

Martin Wolf: How the long debt cycle might end – FT

Some fear the fire of inflation; others the ice of deflation

Chinese dream readjusted: why uncertainty dims aspirations – FT

Middle class grows more insecure as social mobility slows

REGULARS

Five Things to Start Your Day Asia – BB

Eco Day Asia – BB

Trump Hectors Fed, Tariff Man's End-Goal, FX Failure * Fed officials shrug off rate-cut pressure, stick with patience * New Zealand’s population isn’t expanding as quickly as thought

Five Things to Start Your Day Europe – BB

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT

The eurozone’s fight for stimulus: Governments seem to have embraced the end of austerity but it is not without controversy

Brussels Edition – BB

Brussels Playbook – Politico

War on online terror — Poroshenko speaks — Bee Man strikes again

Danske Daily – Danske Bank

Improved risk sentiment with little news on trade war

Eco Day Europe – BB

German Rebound, ECB’s Glass Ceiling, China Loses Steam * Poland’s central bank is likely to keep rates unchanged * China may be reluctant to a deal that limits fx flexibility

Daily Market Comment – Marc Chandler

Five Things to Start Your Day US – BB

US Open Rundown – RANsquawk

FINNISH

Aamukatsaus – Nordea

Osakekurssit kuroivat takaisin maanantain tappioitaan eilen, kauppasotaretoriikka ohjailee markkinoita | Julkaisemme tänään Economic Outlookin, ilmoittaudu webinaariin! | Saksasta ei saatukaan kannustavia lukemia, ZEW laski takaisin negatiiviseksi