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Monday, June 19

19th Jun - Macron's majority, attempt to break higher





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EUROPE
Italy, EU Race to Find Solution for Two Troubled Banks – BB
German Politicians Hammer the ECB, But Only to Get Votes – Wolf Street

After Macron wins majority, focus turns to reforms – Danske Bank
Macron Under Pressure to Deliver as French Turnout Plummets – BB
France: From campaign to reform mode – Nordea

Editorial: How to avoid a chaotic exit before the time for talks runs out – BB
Brexit Talks Begin With U.K. in Turmoil – BB


UNITED STATES
BofA: "Has The Fed Become Concerned About The Surge In Stocks?" – ZH


OTHER
Yield Outlook Danske Bank
Range trading in 2017, but risk is skewed to the upside

Macro Monday: A flock of hawks ... Fed BoE and BoCTF
The key focus this week will be the Federal Reserve speakers as well as the flash PMIs and what the RBNZ decides to do.

Key Events In The Coming Quiet WeekZH
Brexit, Housing And Lots Of Fed Speakers


REGULARS
Morning Report APACTF
USD selling overnight and improving consumer confidence in New Zealand has lifted the Kiwi dollar. Meanwhile President Macron's party has won a majority in the French elections.

FirstFT Daily Briefing FT
London terror attack, Macron wins majority, learning from manterrupters

WSJ City WSJ
London Attack Targets Mosque, Embattled May Faces Brexit Talks

Danske DailyDanske Bank

Eye-OpenerNordea
A commanding majority for Macron’s party * US rates lower on the week despite rate hike * GBP weaker heading into the start of Brexit talks

Morning MarketsTF
UK prime minister Theresa May may not have the mandate she sought with the June 8 snap election but Brexit talks are set to begin nonetheless and the pound is feeling the heat.

From the Floor TF
US e-commerce giant Amazon's nearly $14 billion acquisition of Whole Foods Market to break into the grocery business has jolted retail-sector stocks around the globe. Meanwhile, in France, a legislative election victory for president Emmanuel Macron's bloc was marred by a low voter turnout.

Daily Market CommentMarc Chandler
Dollar Mixed while Equities Recover to Start Eventful Week

Brussels PlaybookPolitico
Brexit talks kick off — May’s days numbered — Macron super majority

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
Global Stocks Jump, Dow Futs At New All Time Highs As Brexit Talks Begin

Frontrunning ZH

FX Update TF
The US dollar still hasn’t been able to mount a credible correction as the post-FOMC rally fizzled quickly on Friday to shift the outlook back to tactically neutral. Looking ahead what can shake this market out of its complacency and generate volatility?


FINNISH
AamukatsausNordea
Kivinen Brexit-taival alkaa tänään * Brexit-neuvottelut käynnistyvät * Macronin puolue saamassa noin 350 paikkaa * USA:n korot alempana kuin viikko sitten