EUROPE
ECB:
About bazookas and water pistols – ING
At
last week’s meeting in Vilnius, ECB president Mario Draghi sent a strong signal
that the ECB was only one small economic slip away from new stimulus. But what
could the ECB still do?
Economic
structures 20 years into the euro – ECB
Overall
economic structures in euro area countries are still not fully commensurate
with the requirements of a monetary union. Moreover, remaining challenges, such
as population ageing, low productivity and the implications of digitalisation,
will need to be addressed to increase economic resilience and long-term growth
Merkel-Macron
tension complicates race for EU’s top jobs – FT
Strained
relations between Berlin and Paris make it hard to predict who will end up
running the commission and ECB
OTHER
US
blames Iran for Gulf of Oman tanker attack – FT
Middle
East tensions escalate after Norwegian and Japanese ships hit
REGULARS
Five
Things to Start Your Day Asia – BB
Eco
Day Asia
– BB
Trump
Deadline Drama, Peak Into PBOC, Socialism in U.S. * U.S. budget deficit gapes
to $739 billion despite tariff boost * Hyperinflation has forced Venezuela to
release new bills
Five
Things to Start Your Day Europe – BB
EU
Open Rundown
– RANsquawk
FirstFT
Daily Briefing –
FT
Brussels
Briefing
– FT
Nordic
full house in Brussels? Strength in numbers leaves no doubt that the region’s
nominees will be well placed
Brussels
Edition
– BB
Brussels
Playbook
– Politico
Madrid’s
moment — Parliament working groups sneak peak — Happy birthday, GDPR
Danske
Daily
– Danske
Bank
Call
for central bank easing intensifying
Eco
Day Europe
– BB
U.K.
Housing, Trump's Trade Deadline, Peak Into PBOC * Ross calls December rate hike
by the Fed Reserve as premature * Australia unemployment rate rather stubborn
above 5%
Daily
Market Comment
– Marc
Chandler
Financial
Statecraft or Whack-a-Mole
Five
Things to Start Your Day US – BB
US
Open Rundown
– RANsquawk
US
Open
– ZH
US
Futures, Global Stocks Bounce As Oil Surges After Persian Gulf Tanker Attack
Eco
Day US
– BB
Banxico
Can’t Cut, ECB Caught in the Middle, PBOC Peek * Two Fed rate cuts by end of
September now more likely than one * SNB keeps ultra-loose policy with a new
rate to tame currency
FINNISH
Aamukatsaus – Nordea
Julkaisimme tänään uuden Fed-ennusteemme, odotamme nyt
neljää koronlaskua vuoden sisään alkaen heinäkuusta | USA:n pohjainflaatio
alitti odotukset toukokuussa | Muutimme myös valuutta- ja korkoennusteitamme
Tasapainoilua – Sakari
Heikkinen
Rinteen hallitusohjelman arvostelu perustuu osin kahteen
sitkeään väärinkäsitykseen – HS
Uuden hallituksen talousohjelma sisältää kummallisuuksia
ja aimo annoksen optimismia, mutta se ei perustu epärealistisiin kasvuodotuksiin
eikä uusien menojen rahoitus lepää työllisyyden nousun varassa.