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Monday, May 20

20th May - US-China tensions are back #4093



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EUROPE
Ferdinando Giugliano: Germany Flirts With Financial Nationalism – BB
There may well be sound business reasons for rejecting a foreign Commerzbank takeover, but chauvinism has no place in the decision.

Disinformation war shifts ground ahead of EU elections – FT
No evidence of malicious campaigns, but plenty of propaganda from nationalist parties

Editorial: The Populist Threat to Europe’s Future – BB
To counter the movement’s appeal, pro-European forces need to give voters a better alternative.

Romesh Ratnesar: Masters of Mayhem – BB
Europe’s populists have common goals, not a shared ideology. That makes them harder to stop.

Leonid Bershidsky: The European Right Takes a Hit in Austria – BB
Austria’s nationalist vice chancellor won’t be the only victim of an Ibiza sting operation against him.

Negative interest rates, excess liquidity and retail deposits: banks’ reaction to unconventional monetary policy in the euro area – ECB


OTHER
Editorial: Trump’s Huawei Attack Is a Serious Mistake – BB
Banning one of China’s most high-profile companies from U.S. networks makes sense. Putting it out of business does not.

Google suspends Huawei from Android services – FT
Blow to Chinese tech giant’s smartphone operations


REGULARS
Five Things to Start Your Day Asia – BB

Eco Day Asia – BB
Australia's Post-Election Economy, China GDP Revision * The big economic challenges awaiting India’s new government * Race for ECB presidency is most wide open since its creation

Five Things to Start Your Day Europe – BB

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT
The Dutch curse on EU top jobs: The historical record is painfully clear — hopefuls from Holland never quite make it

Brussels Edition – BB

Brussels Playbook – Politico
Strache struck down — Farage political CEO — Greens not for sale

Danske Daily – Danske Bank

Eco Day Europe – BB
ECB Race Wide Open, Israel Rate Day, Australia Election * Trump vows China’s economy won’t surpass the U.S. on his watch * Theresa May’s economic legacy is dominated by Brexit fallout

Daily Market Comment – Marc Chandler
Politics Overshadows Economics Today, but Japan's Economy Unexpectedly Expanded in Q1

Five Things to Start Your Day US – BB

US Open Rundown – RANsquawk

US Open – ZH
Stocks Tumble As Huawei Boycott Erupts, Slamming Tech

Eco Day US – BB
Trump’s Promise, More Trade Talks, May’s U.K. Legacy * President vows China’s economy won’t surpass U.S. on his watch * U.S., EU, Japan push for pact to rein in China’s subsidies


FINNISH
Aamukatsaus – Nordea
Epävarmuus pitää pintansa ja markkinat reagoivat voimalla uutisiin kauppasodasta, brexitistä ja politiikasta | Huomion keskipisteessä tällä viikolla esimerkiksi euroalueen ostopäällikköindeksit | Viikko huipentuu eurovaaleihin sunnuntaina