EUROPE
Ferdinando Giugliano: Italy Can Expect the Full
Brexit Treatment – BB
Brussels isn’t going to
play ball with Rome’s populists.
Don't Forget Greece – Marc Chandler
The third assistance
program formally ends in June and the final payment expected in August.
Merkel warns that EU is at threat from impasse
over asylum – FT
German chancellor says
impasse over how to handle refugees puts free movement at risk
EUROPEAN
CENTRAL BANK
Is Draghi Risking Everything To Teach Rome A
Lesson? – ZH
What do markets now expect from the ECB? – ABN
AMRO
ECB rate guidance is likely to be dovish – ABN
AMRO
Robert Burgess: Euro Traders Set Themselves Up
for a Letdown – BB
Betting on QE's demise
leads market commentary.
UNITED STATES
The US economy is doing
fine. What are the main risks? – Pictet
While there are plenty of signs we are in the late stage of the business
cycle, and while the Fed is tightening policy, we do not expect a recession in
the US.
Karl W Smith: Hey Fed,
Don’t Be Scared of a Little More Inflation – BB
Even if the economy is at full employment, there’s benefit to letting it
run hot for a while.
OTHER
The Big Picture:
From boom to cruising speed – Danske
Bank
After
a strong 2017, the global economy has lost some momentum in 2018. However, the
global economy will still grow at a decent pace in 2018-19. Inflation pressures
to rise only gradually, prompting cautious monetary policy tightening. The
risks to our forecast are tilted to the downside from a possible Italy debt
crisis and an escalation of global trade tensions
Goldman Sachs: Tech
is not a bubble
– FT
Europe To Fine
Google Up To $11BN Over Abuse Of Market Dominance – ZH
France Warns Trump It Won’t Sign a G-7 Statement – BB
Macron
and Merkel prepare to challenge U.S. at Quebec summit * France seeks progress
on tariffs, Iran and climate accord
It’s Trump Against
the Developed World as G-7 Frays Over Tariffs – BB
Group
of Seven leaders summit taking place in Quebec this week * Steel tariffs, Iran
sanctions, climate change are on agenda
REGULARS
Brussels to hit Google, China’s global grid, fossils in fashion
Trump to Push Aggressive Trade Agenda at G7, ZTE Nears Life-Saving Deal
Dollar Pullback Extended Against Euro and Sterling
Merkel gets blunt — G7 gifts — Old order at NATO
Stock Euphoria Prevails Despite Gathering G-7, EM Clouds; Dollar Slides
FINNISH
Aamukatsaus – Nordea
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