12th May - Improving, below-expectations data

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EUROPE

Barry Eichengreen: Is Germany Unbalanced or Unhinged? – Project Syndicate

Bank of England Review: Maintains hawkish twist to neutral stance – Danske Bank

IMF, euro zone say need more time to reach Greek debt relief deal – Reuters

What use Eurozone integration? – Tony Yates

Spring 2017 Economic Forecast – EU

Commission more downbeat on core inflation than ECB – ABN AMRO

Faster German Growth Buoys Draghi's Firming Euro-Area Pickup – BB

UNITED STATES
U.S. retail sales rise broadly; consumer prices rebound – Reuters

Gain in U.S. Retail Sales Suggests Slowdown Was Temporary – BB

U.S. consumer spending showing signs of rebound – Pictet

Rebound in U.S. Consumer Prices Shows Inflation Stabilizing – BB

US Data Review – Daiwa

OTHER

Adair Turner: Getting Fiscal Stimulus and Central Bank Independence In Synch – Project Syndicate

REGULARS

FirstFT – FT

WSJ City – WSJ

Danske Daily – Danske Bank

Eye-Opener – Nordea

BoE warned of rate hikes, but only in case of a smooth Brexit * High Swedish inflation no game-changer * US core inflation to surprise

Daily Market Comment – Marc Chandler

Markets Becalmed Ahead of US data and Weekend

Brussels Playbook – Politico

Five Things You Need to Know to Start Your Day – BB

10 things you need to know before the opening bell – BI

US Open – ZH

Markets All Too Quiet Ahead Of Inflation, Retail Sales Data

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

Pehmeä Brexit voi kiristää rahapolitiikkaa * Tulossa USA:n inflaatioluvut * Saksan BKT-luvut julkaistaan * USA:n uudet työttömyyskorvaushakemukset laskussa