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Thursday, August 15

15th Aug - EU Open



Previously on MoreLiver’s:

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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat: U.S. Stocks Fall as Consumer Shares Slip – WSJ
Europe Morning MoneyBeat: Weaker Start on Hefty Wall Street Losses – WSJ


MORNING BRIEFINGS
3 Numbers To Watch: UK retail, US NY Fed Index & ind. productionTradingFloor
UK retail sales and two US updates—the NY Fed Manufacturing Index and industrial production—are among the key numbers to watch in today’s scheduled economic news.

Market Preview: Heavy US economic calendar aheadTradingFloor
European markets are expected to open mostly lower on Thursday. With a light European macro calendar, traders keenly await a slew of US releases due later today, especially the consumer price inflation and jobless claims data.

Danske DailyDanske Bank (pdf)
Today we get a lot of US data. The two early releases of regional PMIs for August, CPI, industrial production

Market comment: Bunds and Treasuries approaching YTD highsNordea
Peripheral bonds extend gains * Euro zone returns to positive growth * BoE almost united on forward guidance * US household debt back to 2006 levels * Fed´s Bullard hasn´t decided on September tapering yet * Yellen favorite for the Fed chair according to survey * Plenty of US data on the calendar * UK issues 20-year bonds

AamukatsausNordea
Euroalue ilmestyi ennätyspitkästä taantumasta * Mikä ihme täällä kasvaa? * Raakaöljyn hinta nousussa neljättä päivää putkeen

AamukatsausTapiola (pdf)


Euroalueen odotuksia paremmat BKT-luvut jaksoivat nostaa vain euroalueen osakkeita. Tänään runsaasti makrodataa USA:sta. Osakefutuurit nollassa, indikoiden tasaista avausta OMX HEX:iin. 2Q13-tuloskauden tuloskommentteja:  Elecster, Marimekko, Olvi, Talvivaara, Viking Line. Myöhemmin klo 14.00 Etteplan.


MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat