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EUROPE
5 takeaways from Spain’s repeat elections – Politico
Spain: Swing back to mainstream after Brexit – Nordea
Spain’s political stalemate continues – ABN
AMRO
BREXIT
BREXIT: Day 1 after UK’s
decision to leave the EU – Danske Bank
How to Leave the EU –
The Short Answer – WSJ
Brexit: what now for the
ECB? – Pictet
Olivier Blanchard: Brexit:
What Happens Next Week, Next Month? – PIIE
What markets think
Brexit means for the Bank of England – FT
The Article 50 Brexit
clause explained: the FT’s annotated text – FT
The UK-EU Separation:
How Fast Does It Happen? – PIIE
Bank Credit Default
Swaps Surge on Brexit Fears – WSJ
Brexit: ‘An immense blow
to the European project’ – Presseurop
Just how bad will Brexit
be, and can it be undone? – Simon Wren-Lewis
Merkel: Britain to
decide on start of EU separation talks – Politico
France and Germany hatch
a plan to save EU – Politico
Angela Merkel takes
center stage on Brexit – Politico
Germany, France and Italy say UK must launch Brexit process – Politico
The EU will treat
Britain like Greece – The
Telegraph
Why can’t we have an
amicable divorce with the EU? – The Spectator
European political
response in the days after – Deutsche
Bank
Referenda in the EU:
Thinking about who might be next – Deutsche
Bank
Pound To New Lows; 10Y Slide Under
1%; Banks Halted After Crashing – ZH
10 ways to leave EU lover; scenarios
for Brexit – Reuters
UK Seeks Divorce, Rajoy Needs a
Shotgun Marriage – Marc
Chandler
Brexit Leaves Markets
Primed for a Rate Cut From BoE – WSJ
Early negotiating
positions staked out as Europe reacts to Brexit – Open
Europe
Blanchard: How the
Eurozone Can Be Strengthened After Brexit – PIIE
Day 4 after UK’s
decision to leave the EU – Danske
Bank
UNITED STATES
Could Fed Potentially Reverse Course and Cut
Rates? – WSJ
OTHER
With some blood and
panic, the Friday was just a big correction in an illiquid market, which should
not last given the central bank put. Ultimately, the macro data should
determine the risk sentiment from here - and calls for the worst are way
premature...
Martin Enlund: Global: so, what do we actually
know? – Nordea
Here we are, a few days
after the doomsday referendum, and now everyone is asking themselves what the
outcome means. Given the low visibility due to political turmoil within the UK
and an apparent split within the EU, maybe it's better to look at what we
actually do know...
Sliding back to the gold standard? – Scott Sumner
Developed Market Bond Yields Crash To Record
Lows – ZH
European Banking Stocks Collapse As UK Default
Risk Spikes – ZH
REGULARS
Danske Daily – Danske
Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Brexit hangovers, Bunds and
Treasuries in demand, JPY in haven * After Brexit, a guide to the next steps * German
and US yields drop massively while the periphery bears the brunt * The GBP
tanks as flows seek shelter in JPY and USD
Morning Markets – TF
Uncertainty rules in this
traumatised post-Brexit world as markets reeling from the impact of last week's
shock vote try to find new assumptions for pricing equities commodities and
currencies.
Daily Press Summary – Open
Europe
Osborne breaks silence
in bid to calm markets, as Merkel sees “no need to be nasty” to UK in EU exit
talks * France keen on speedy EU exit talks, as Germany urges restraint * UK’s
EU Commissioner Lord Hill resigns and warns UK may end up having to sign up to
financial rules written by the rest of the EU * Sturgeon says second Scottish
independence referendum “highly likely” as she raises the spectre of Scotland
vetoing Brexit process * Spanish re-run election again delivers fragmented
parliament * Labour in chaos as a number of shadow cabinet ministers resign in
protest to Corbyn’s leadership * Leave campaigners under fire after retreating
from key campaign pledges * Banks begin to prepare for changing UK relationship
with Europe * German voters think Brexit will not trigger domino effect * Italian
government considering injecting up to €40bn into its banks
Brussels Playbook – Politico
Spain remains deadlocked
— Brexit chaos
US Open – ZH
European Stocks, US Futures Extend
Slide On UK Chaos, Pound Carnage
Frontrunning – ZH
After the trauma of last
week’s Brexit this week offers the transition to a “What now?” phase in which
the market tries to decide where the focus should lie and whether the news is
priced in.
Markets remain in the
Brexit vote's thrall as major currency pairs continue to see developing
world-style volatility and hedge funds go all-in on gold. Meanwhile Saxo chief
economist Steen Jakobsen says commenters continue to miss the point: the social
contract is broken.
FINNISH
Aamukatsaus – Nordea
Miten
Brexitistä eteenpäin? * Britannian EU-eroa puoltava äänestystulos oli suuri
yllätys markkinoilla * Fed, EKP ja BoE kokoustavat tällä viikolla * Espanja
äänesti uudelleen
Sinn: EU:n on uudistuttava
selviytyäkseen Brexit-kriisistä – YLE
Tunnetun
ekonomistin Hans-Werner Sinnin mielestä "Brysselin eliitti" on
haalinut itselleen liikaa valtaa ja se puuttuu asioihin, jotka eivät sille
kuulu. Sinn ei kuitenkaan halua kuopata EU:ta, vaan toivoo suuria uudistuksia
unionin toimintakyvyn parantamiseksi.
Euromelankoliaa – Wille Rydman
BREXIT
Brexit ja Suomi
– Peter Nyberg
EU:n
perustajajäsenet koolla Berliinissä - Verkkouutiset
Sixten Korkman
Ylellä: Syvempi integraatio nyt on väärinkäsitys – Verkkouutiset
Tyhmät äänestää
väärin – Perttu
Hillman
Stubb povaa
Britanniasta uutta Norjaa – "Meidän ei pidä olla lapsellisia" – TalSa
Risto E.J.
Penttilä: Junckerin linja ei voi olla Suomen linja – Verkkouutiset
Perussuomalaisten
Terho: EU-kansanäänestys ei vielä ajankohtainen – Yle