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Monday, May 13

13th May - Trade borks markets #4087




EUROPE
The 2019 European Parliamentary electionsOpen Europe
Although their practical consequences for the functioning of the EU are limited, these elections will be an important barometer of European public opinion on the state of the EU

Stefan Gerlach: The ECB Song Contest?Project Syndicate
Choosing the next president of the European Central Bank should not be like picking the winner of the Eurovision Song Contest. Instead, Europe should ask which criteria candidates must satisfy to be an effective ECB president, and then search for the person who best meets them.


OTHER
Why targeting productivity is a bad ideaFrances Coppola

Barry Eichengreen: The Return of Fiscal PolicyProject Syndicate
Public debt is not a free lunch in an economy close to full employment. But when investment demand tends to fall short of saving, as it does when monetary policymakers are unable to push inflation higher to reduce real interest rates, there is a risk of chronic underemployment – and a stronger argument for deficit spending.

Consumer Insolvencies in Canada Climb to Highest in 8 Years BB
An indication record debt levels may be catching up with an increasing number of households.

  TRADE WAR
Markets Tumble As China Strikes Back, May Dump "Some Treasuries"ZH

Global markets reel as US-China trade war escalates FT
Beijing to raise levies on $60bn in US goods in defiance of warnings from Donald Trump

Mark Gongloff: Trump’s Trade War Keeps Defying the OptimistsBB
Just when we thought we were out, he pulls us back in.

Karl W Smith: If China Sells Its U.S. Bonds, Trump Will BenefitBB
A selloff would result in a weaker dollar, which would help reduce the U.S. trade deficit with China.

Noah Smith: The Grim Logic of Trump’s Trade War With ChinaBB
Maximizing American prosperity probably isn’t the goal.

Tyler Cowen: China Loses More From This Trade WarBB
It is vulnerable because it is a much poorer country with more fragile political institutions.

Trump to meet Xi in JuneReuters

Here Are the European Stocks Most Exposed to U.S.-China Tensions BB


REGULARS
EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels Briefing FT

Brussels PlaybookPolitico
Romania under fire — Kurz on the campaign trail — Tories on the brink

Danske DailyDanske Bank
Trade war deadlock. G20 next month may prove crucial

Daily Market CommentMarc Chandler

US Open RundownRANsquawk

US OpenZH
S&P Futures, Yuan Tumble; Dollar Surges As US-China Turns Ugly


FINNISH
Aamukatsaus Nordea
Saadaanko Saksasta lisää huojentavia lukuja talousnäkymistä? | Norjan kruunu vahvistui | Jatkuuko osakemarkkinoiden synkät tunnelmat tällä viikolla?