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Friday, May 24

24th May - Quiet #4097


I'm on Twitter.



Who's paying for the US-China trade war? – FT
US consumers are feeling the pain.

Goldman Sachs  "Worst Case" Scenario In All-Out Trade War – ZH

Microsoft said to stop accepting new orders from Huawei – SCMP

Barclays: "Retaliation Is Imminent": China's Trade War Options – ZH


REGULARS
Five Things to Start Your Day Asia – BB
Modi’s Landslide Victory * Trade Tensions Hit Stocks * Huawei Dangers * May’s Way Out * Australia’s Housing Struggle

Eco Day Asia – BB
Trump Weaponizes Exports, Fed Up or Down, RBA Stimulus * IMF contradicts Trump, saying U.S. paying China’s tariff costs * What happened this week in the world economy and what it means

Five Things to Start Your Day Europe – BB
Market carnage * Weaponizing exports * May leaving * Deutsche’s woes * Oil price falls

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Briefing – FT
The greens are poised to emerge as one of the largest groups in the Belgian federal parliament

Brussels Edition – BB
May’s Last Days

Brussels Playbook – Politico
Here we go — May’s end is nigh — Macron fanboys

Danske Daily – Danske Bank
Global growth worries hit risk sentiment

Daily Market Comment – Marc Chandler

Five Things to Start Your Day US – BB
May to resign * US looks to wider tariffs * Oil prices * Markets recover * Short week

US Open Rundown – RANsquawk

US Open – ZH
Futures, Global Stocks Jump As "Trade Deal Optimism" Makes Scheduled Appearance

Eco Day US – BB
Trump Weaponizes Exports, Beer Jobs, Keeping Score * U.S. moves to toughen export controls are fanning trade fears * Blacklist against Huawei could just be the start for Trump


FINNISH
Aamukatsaus – Nordea
Euroalueen palvelusektori heikkeni teollissuussektorin perässä toukokuussa, talouskasvun lähteet käyvät vähiin | Viikko päättyy hiljaiseen perjantaihin julkistusten osalta | Sijoittajat siirtyivät ryminällä osakemarkkinoilta turvasatamiin