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Monday, May 20

20th May - US-China tensions are back #4093



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EUROPE
Ferdinando Giugliano: Germany Flirts With Financial NationalismBB
There may well be sound business reasons for rejecting a foreign Commerzbank takeover, but chauvinism has no place in the decision.

Disinformation war shifts ground ahead of EU elections FT
No evidence of malicious campaigns, but plenty of propaganda from nationalist parties

Editorial: The Populist Threat to Europe’s FutureBB
To counter the movement’s appeal, pro-European forces need to give voters a better alternative.

Romesh Ratnesar: Masters of MayhemBB
Europe’s populists have common goals, not a shared ideology. That makes them harder to stop.

Leonid Bershidsky: The European Right Takes a Hit in AustriaBB
Austria’s nationalist vice chancellor won’t be the only victim of an Ibiza sting operation against him.

Negative interest rates, excess liquidity and retail deposits: banks’ reaction to unconventional monetary policy in the euro areaECB


OTHER
Editorial: Trump’s Huawei Attack Is a Serious MistakeBB
Banning one of China’s most high-profile companies from U.S. networks makes sense. Putting it out of business does not.

Google suspends Huawei from Android services FT
Blow to Chinese tech giant’s smartphone operations


REGULARS
Five Things to Start Your Day AsiaBB

Eco Day AsiaBB
Australia's Post-Election Economy, China GDP Revision * The big economic challenges awaiting India’s new government * Race for ECB presidency is most wide open since its creation

Five Things to Start Your Day EuropeBB

EU Open RundownRANsquawk

FirstFT Daily Briefing FT

Brussels Briefing FT
The Dutch curse on EU top jobs: The historical record is painfully clear — hopefuls from Holland never quite make it

Brussels EditionBB

Brussels PlaybookPolitico
Strache struck down — Farage political CEO — Greens not for sale

Danske DailyDanske Bank

Eco Day EuropeBB
ECB Race Wide Open, Israel Rate Day, Australia Election * Trump vows China’s economy won’t surpass the U.S. on his watch * Theresa May’s economic legacy is dominated by Brexit fallout

Daily Market CommentMarc Chandler
Politics Overshadows Economics Today, but Japan's Economy Unexpectedly Expanded in Q1

Five Things to Start Your Day USBB

US Open RundownRANsquawk

US OpenZH
Stocks Tumble As Huawei Boycott Erupts, Slamming Tech

Eco Day USBB
Trump’s Promise, More Trade Talks, May’s U.K. Legacy * President vows China’s economy won’t surpass U.S. on his watch * U.S., EU, Japan push for pact to rein in China’s subsidies


FINNISH
AamukatsausNordea
Epävarmuus pitää pintansa ja markkinat reagoivat voimalla uutisiin kauppasodasta, brexitistä ja politiikasta | Huomion keskipisteessä tällä viikolla esimerkiksi euroalueen ostopäällikköindeksit | Viikko huipentuu eurovaaleihin sunnuntaina