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Wednesday, May 9

9th May - Iran deal broken


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EUROPE
Explaining German’s Exceptional RecoveryVoxEU
What explains Germany‘s exceptional recovery from the sick man of Europe in the 1990s to the powerhouse of today?

Why German manufacturing will bounce backABN AMRO


REGULARS
EU Open RundownRANsquawk

FirstFT Daily Briefing FT
Iran fallout, rat-free South Georgia, Rockefeller art record

WSJ CityWSJ
Trump’s Gamble on Iran, Vodafone to Create European Telecoms Giant

WSJ EconomicsWSJ
Any Sign of Inflation? | Oil Prices Rise as U.S. Drops Iran Deal | Americans to Employers: I Quit

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Oil Prices Surge and Dollar Gains Extended Post Withdrawal Announcement

Brussels PlaybookPolitico
Iran deal chaos — Mogherini’s pride — BieÅ„kowska’s hot mic

Five Things You Need to Know to Start Your Day BB

US OpenZH
Oil Surges, 10Y Yield Back Over 3%, Futures Jump In Iran Deal Fallout