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Wednesday, June 27

27th Jun - Pressure easing


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EUROPE
EU's 5-Point Migration Problem in a Nutshell – Mike Shedlock

Should Merkel embrace Macron’s vision for eurozone reform?FT
Two experts debate the future of the European single currency bloc

Deutsche Bank Tumbles To New Record Low, Drags European Banks ZH

Stronger eurozone loan growth eases slowdown concernsING
Faster loan growth to businesses and a higher growth rate of the money supply in May provides some encouragement to the ECB in times of disappointing eurozone data releases

 
OTHER
Leonid Bershidsky: Putin and Trump Have Nothing to Talk AboutBB
A successful summit would require the two sides to give and take, but this one has no agenda or desired outcome.

Trump Decides Against Harshest Measures on China InvestmentsBB
White House won’t use national-emergency law to penalize China * Treasury wants Congress to strengthen key inter-agency panel

Chart of the Week: When High Yield Goes BoomIMF
Credit booms marked by a rising share of junk bonds spell trouble for the economy.

Assessing Fiscal Space - An Initial Consistent Set of Considerations IMF
Fiscal space is a multi-dimensional concept reflecting whether a government can raise spending or lower taxes without endangering market access and debt sustainability.

REGULARS
EU Open RundownRANsquawk

Market Briefing: Daily Markets OverviewYardeni Research

FirstFT Daily BriefingFT
Uber’s victory, Erdogan’s grand ambition, Spain’s botched art

WSJ CityWSJ
Trump Eases Threats Against Chinese Investments, Why London’s Productivity Problem Isn’t Going Away

WSJ EconomicsWSJ
Trump Eases Up On China, Blasts Harley-Davidson

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Renminbi Slide Continues and Oil Extends Surge

Brussels PlaybookPolitico
Trump makes EU great again — Dieselgate jobs

Five Things You Need to Know to Start Your DayBB
https://www.bloomberg.com/authors/ARIYqLnEHrg/lorcan-roche-kelly

US OpenZH
Global Markets Slide As Trade Fears Return: China Bear Market Deepens, Deutsche Hits Record Low
 
AamukatsausNordea
Tuottokäyrän kääntyminen on ennakoinut hyvin taantumia | Suomesta saatiin vahvat työmarkkinaluvut toukokuulta, työttömyysaste laski 7,6 prosenttiin | Öljyn hinta nousi tuotantohäiriöiden ja sanktioiden seurauksena