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Friday, May 12

12th May - Improving, below-expectations data





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EUROPE
Barry Eichengreen: Is Germany Unbalanced or Unhinged? – Project Syndicate
Bank of England Review: Maintains hawkish twist to neutral stance – Danske Bank
IMF, euro zone say need more time to reach Greek debt relief deal – Reuters
What use Eurozone integration? – Tony Yates

Spring 2017 Economic Forecast – EU
Commission more downbeat on core inflation than ECB – ABN AMRO
Faster German Growth Buoys Draghi's Firming Euro-Area Pickup – BB

UNITED STATES
U.S. retail sales rise broadly; consumer prices rebound – Reuters
Gain in U.S. Retail Sales Suggests Slowdown Was Temporary – BB

U.S. consumer spending showing signs of rebound – Pictet
Rebound in U.S. Consumer Prices Shows Inflation Stabilizing – BB
US Data Review – Daiwa


OTHER
Adair Turner: Getting Fiscal Stimulus and Central Bank Independence In Synch – Project Syndicate


REGULARS
FirstFTFT

WSJ CityWSJ

Danske DailyDanske Bank

Eye-OpenerNordea
BoE warned of rate hikes, but only in case of a smooth Brexit * High Swedish inflation no game-changer * US core inflation to surprise

Daily Market Comment Marc Chandler
Markets Becalmed Ahead of US data and Weekend

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
Markets All Too Quiet Ahead Of Inflation, Retail Sales Data

FrontrunningZH



FINNISH
AamukatsausNordea
Pehmeä Brexit voi kiristää rahapolitiikkaa * Tulossa USA:n inflaatioluvut * Saksan BKT-luvut julkaistaan * USA:n uudet työttömyyskorvaushakemukset laskussa