Politiikkaa sisarjulkaisussa Politiikkakooste
EUROPE
Big Read: European
elections: is the party over for the centre-right? – FT
Dominant
in EU politics for two decades, the EPP fears a backlash from populist rivals
at next week’s polls
Weidmann backs
critics of Germany’s trade surplus – FT
Bundesbank
head blames companies’ savings for driving current account imbalance
The Thumbnail
Sketch of the Euro You are Looking For – Marc
Chandler
Unsustainable
German GDP spurt
– ABN
AMRO
German domestic
demand is resilient
– Pictet
Editorial: How
Europe Can Win on Migration – BB
“Irregular
crossings” have fallen sharply, but the issue is as divisive as ever. Here’s
what the EU should do.
Ferdinando
Giugliano: Italy's Options All Look Terrible – BB
Bond
investors are right to seek a higher risk premium. Even a new general election
wouldn’t make much difference to the markets.
OTHER
China Watch: Oops,
he did it again
– ABN
AMRO
US-China
tensions re-escalate, affecting stock markets and the yuan * Complete breakdown
of talks not likely, but uncertainty remains high * Permanent broadening of
tariffs would again create strong headwind * Even before higher tariffs are in
place, April data disappoint * We expect authorities to step up stimulus
further, still, all in all, risks are shifting to the downside again
Trump’s Huawei
Threat Raises the Trade-War Stakes – BB
We
may have to settle in for a long, slow slugfest between the world’s two biggest
economies.
US chipmakers hit
after Trump blacklists Huawei – FT
Chinese
group may be prevented from buying or selling parts in US as trade war escalates
Can Huawei survive
US blacklisting? –
FT
Chinese
telecoms group will need to look elsewhere to procure key components
REGULARS
Five Things to
Start Your Day Asia
– BB
Eco Day Asia – BB
China
Cuts Treasuries, EU Tariff Delay, U.S. Recession * Global economy’s rebound is
clouded by escalation of trade war * Brexit paralysis creates ‘zombie’
parliament with little to do
Five Things to
Start Your Day Europe
– BB
EU Open Rundown – RANsquawk
FirstFT Daily
Briefing
– FT
Brussels Briefing – FT
Brussels Edition – BB
Brussels Playbook – Politico
Who
cares about the numbers? — The Bullmann plan — Australian bombshell
Danske Daily – Danske
Bank
Car
tariff threat delayed rather than resolved
Eco Day Europe – BB
Coeure
on Negative Rates, BOE Race, EU Tariff Delay * U.S.-China trade war is
threatening to upend global recovery * Indonesia seen leaving rates unchanged
with eyes on C/A gap
Daily Market
Comment –
Marc
Chandler
US
Struggles to Strike a Less Strident Tone
Five Things to
Start Your Day US –
BB
US Open Rundown – RANsquawk
US Open – ZH
Futures
Rebound Despite Trump's Huawei Ban, Yuan Slides For Record 12th Day
Eco Day US – BB
Trade
War Threat, What Low Inflation?, Weidmann Warning * World economic rebound
imperiled by escalating trade war * U.S. pays up on tariff-hit goods even as
inflation stays low
FINNISH
Aamukatsaus – Nordea
Trump lykkää autotulleja, uutinen positiivinen
osakemarkkinoille | Tänään vuorossa hiljainen päivä, USA:sta Philadelphian
ostopäällikköindeksi | Saksan BKT kasvoi 0,4 prosentilla ensimmäisellä
neljänneksellä, näkymissä yhä epävarmuutta
Suomi: Luovintaa karikoissa – Nordea
Suomen talous on jatkanut alkuvuonna kasvuaan
kansainvälisen talouden haasteista huolimatta | Kasvua ylläpitää kulutus, jota
tukee hyvä tulokehitys | Suurimmat riskit ennusteelle ovat alasuuntaisia ja
tulevat Suomen rajojen ulkopuolelta
Economic Outlook -talousennuste – Nordea
Kesän 2019 alkaessa ilmassa on varsin ristiriitaisia
signaaleja. Aasian talouksista on kuultu varovaisia merkkejä käänteestä
parempaan, Yhdysvaltain talous rullaa eteenpäin, mutta Euroopan talous on
ajautunut huomattaviin ongelmiin. Tämä kaava toistuu Pohjoismaissa, joiden
tarinat etenevät eri tavoilla.