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Wednesday, May 22

22nd May - Quiet #4095



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EUROPE
Rising downside risks to euro area growthPictet
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 BanksBB
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 ExposedZH
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 PainBB
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 awayReuters
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 AsiaBB
Trump’s Huawei Hold Off * Stocks Bounce Back * May’s Brexit Gamble * Modi’s Reform Failings

Eco Day AsiaBB
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 EuropeBB
May’s Last Stand * Huawei Tensions * Fed Patience * Currency Plays

EU Open RundownRANsquawk

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 EditionBB

Brussels PlaybookPolitico
Going postal — Smashing corruption — Electoral eccentricity

Danske DailyDanske Bank

Eco Day EuropeBB
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 CommentMarc 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 RundownRANsquawk

US Open ZH
Futures Slides As Trade Tensions Escalate

Eco Day USBB
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
AamukatsausNordea
Mayn uusin ehdotus ammuttiin alas, ja punta jatkaa laskuaan | Ison-Britannian inflaatioluvut julkaistaan tänään | Australian keskuspankki viesti koronlaskun olevan pöydällä kesäkuun kokouksessa ensimmäistä kertaa kolmeen vuoteen