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Thursday, August 29

29th Aug - EU Open



Previously on MoreLiver’s:

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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Asia Morning MoneyBeat: Stocks Rebound But Oil, Currencies Still Volatile – WSJ
Europe Morning MoneyBeat: Focus Turns Back to Economic Data – WSJ


MORNING BRIEFINGS
3 Numbers to Watch: FR business climate, German jobless, US GDPTradingFloor     
An update on business sentiment in France, followed by a report on Germany’s unemployment and a revision for US GDP in the second quarter are on the shortlist of key numbers to watch today.

Market Preview: German unemployment and US GDP in focusTradingFloor
European markets are expected to open weaker Thursday. Traders will keep an eye on the unemployment report in Germany and a raft of US macro releases due later today, particularly the second quarter US GDP which is likely to show an upward revision.

Danske DailyDanske Bank (pdf)
The situation in Syria as well as the crisis in the emerging markets continue to be the main focus.

Market commentNordea
Core bond yields rebound – Syria continues to cause uncertainty * Selling pressure easing on the equity markets * US pending home sales retreat – mortgage rates continue to increase * Pressure on Italian government easing – risks remain * More gloomy credit data from the Euro zone * BoE’s Carney not too worried about the recent market moves * Finnish bonds with performance potential, as new supply digested *US jobless claims, upward revisions to GDP and central bank speeches… * New Italian 5-year benchmark out today

AamukatsausNordea
Lainatako vai eikö lainata? * USA:n asuntomarkkinat vetävät henkeä * Suomi laski liikkeeseen uuden velkakirjan

AamukatsausTapiola (pdf)
Tutkimme suomalaisten syklisten ja defensiivisten yhtiöiden tuloskehitystä ja arvostusta. Ennakoimme syklisten yhtiöiden tulosennusteiden käännettä, mikä tukisi näiden osakkeiden kurssikehitystä. Markkinan suunta:  Osakemarkkinoiden tunnelmat tasaantuivat eilen, öljyn nousu tuki energiasektorin osakkeita. Osakefutuurit nollassa, indikoiden tasaista avausta OMX HEX:iin.

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat