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Friday, May 11

10th May - Italy might get a government



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EUROPE
Macron Tells Merkel Her ‘Budget Fetish’ Is Hurting EuropeBB
French president airs grievances to his most important ally * Merkel sidesteps Macron’s call for a euro-zone budget

ESM's Klaus Regling: Germany's 1953 Debt Restructuring A Model For Greece?Klaus Kastner

  ITALY
Italy's Berlusconi Gives Green Light to a Populist Tie-Up
BB
Five Star, League have been pressing ex-premier for go-ahead * President Mattarella gave populist parties 24 hours for deal

Italy’s populist parties edge closer to deal to governFT
Five Star and League hail ‘significant steps’ after Berlusconi gives blessing to tie-up

Italian Bonds, Stocks Slide As Populist Parties On Verge Of Forming Euroskeptic Government
ZH

  EUROPEAN CENTRAL BANK
Iempeccable – Europe’s inflation trouble
Lukas Daalder

ECB Economic Bulletin, Issue 3 / 2018
ECB

Measures of slack in the euro areaECB

Risk sharing in the euro areaECB


UNITED STATES
U.S. consumer prices rise slightly; labor market tightening – Reuters
U.S. Consumer Prices Rise Less Than Forecast in April – BB


MARKETS / OTHER
Leonid Bershidsky: Reality Check: Europe Won't Roll Over on IranBB
U.S. allies will continue to do business, despite the threat of sanctions.

When It Comes to Iran, Threats and Pressure Get ResultsBB
History shows that in moments of weakness, Tehran is most cooperative. Has Trump created such a moment?


REGULARS
EU Open RundownRANsquawk

FirstFT Daily BriefingFT
Malaysia election shock, Italian breakthrough, Uber flying taxi

WSJ CityWSJ
RBS Agrees $4.9 Billion U.S. Settlement, Investors Await BOE’s Interest Rate Plan

WSJ EconomicsWSJ
China’s Shopping List | Rising Costs Squeeze Businesses | California Insists On Solar

Daily Market CommentMarc Chandler
Kiwi Tumbles on Dovish RBNZ, While Sterling Goes Nowhere Ahead of BOE

Brussels Playbook
Politico
Italy breakthrough — Top tip for dictators — ‘Psychological violence’ at EU asylum agency

Five Things You Need to Know to Start Your Day BB

US Open ZH
Futures Flat After Barrage Of Overnight News; CPI Looms