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EUROPE
Rising downside
risks to euro area growth – Pictet
A
potential improvement in euro area growth in H2 2019 on the back of a revival
in the global economy is in jeopardy due to the intensifying trade dispute
between the US and China.
Five Charts Show
the Big Problems for German Banks – BB
Deutsche
Bank isn’t the only lender struggling to make money * Many of the country’s
banks don’t cover their cost of capital
Leonid Bershidsky:
Does Europe Face a Right-Wing Surge? – BB
Populists,
nationalists and eurosceptics look set to do only marginally better in this
week’s European election than in 2014.
OTHER
Global Value
Chains, And Who Is Most Exposed – ZH
Current US-China trade war forces a reassessment of global value chains? Tech as an industry and the US, China and Germany have the most exposure.
Current US-China trade war forces a reassessment of global value chains? Tech as an industry and the US, China and Germany have the most exposure.
The Huawei Ban Is
Worth the Pain
– BB
The
national security issues raised by the company’s technology transcend any trade
dispute.
China Offers Tech
Companies Five-Year Tax Break To Offset Tariffs – ZH
Mnuchin says more U.S. tariffs on China at least a month away – Reuters
US
is at least a month from enacting its proposed tariffs on $300 billion in
Chinese imports as it studies the impact on consumers.
REGULARS
Five Things to
Start Your Day Asia
– BB
Trump’s
Huawei Hold Off * Stocks Bounce Back * May’s Brexit Gamble * Modi’s Reform
Failings
Eco Day Asia – BB
Fed's
Other ‘QE’, Yuan's Risky Behavior, Japan Exports * U.S. central bank may have
‘slightly overdone’ hike: Bullard * India’s economy showed nascent signs of a
recovery in April
Five Things to
Start Your Day Europe
– BB
May’s
Last Stand * Huawei Tensions * Fed Patience * Currency Plays
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing –
FT
Brussels Briefing – FT
France’s
choice in the European elections: Emmanuel Macron leads a last-minute push to
deprive Marine Le Pen of electoral victory
Brussels Edition – BB
Brussels Playbook – Politico
Going
postal — Smashing corruption — Electoral eccentricity
Danske Daily – Danske
Bank
Eco Day Europe – BB
Fed
Minutes, Bullard, U.S. Widens China Tech Blacklist * U.S. central bank may have
‘slightly overdone’ hike: Bullard * India’s economy showed nascent signs of a
recovery in April
Daily Market
Comment
– Marc
Chandler
A
nervous calm in the capital markets.
Five Things to
Start Your Day US –
BB
More
tech bans * May’s May mayday * Minutes * Markets quiet * Retailer pain
US Open Rundown – RANsquawk
US Open – ZH
Futures
Slides As Trade Tensions Escalate
Eco Day US – BB
Fed
Minutes, Bullard on December Hike, Draghi Warning * Account of Fed meeting may
gives clues on rate-cut debate * Bullard says hike in December may have
slightly overdone it
FINNISH
Aamukatsaus – Nordea
Mayn uusin ehdotus ammuttiin alas, ja punta jatkaa
laskuaan | Ison-Britannian inflaatioluvut julkaistaan tänään | Australian
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