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Friday, August 7

6th Aug - Weak EZ retail sales, US data strong


REGULARS
Daily Central Banks – WSJ
Hilsenrath’s Take: Lockhart and Powell Don’t Sound Too Far Apart on Economy *Fed’s Powell: No Decision Yet on September Rate Move * Lockhart Interview Excerpts, Part 2 * BOE Signals First Rate Move in Early 2016 * Key Japan Adviser Warns of Deflation Risk

Morning MoneyBeat Asia – WSJ
U.S. Stocks Rise, But Early Rally Fizzles

Morning MoneyBeat Europe – WSJ
Europe Weighed Down by Mining and Oil

Morning MoneyBeat US – WSJ
Oil’s Plunge Responsible for Earnings Contraction

Danske Daily – Danske Bank

Euro rates update – Nordea

Eye-Opener – Nordea
Highest employment gain on record from ISM non-manufacturing Expectations for Bank of England may be a bit too stretched Fed's Lockhart may cut his estimate of the long-run policy rate

Morning Markets – TF
The London Carney-val

Daily FX Comment – Marc Chandler
All about the Bank of England Ahead of US Jobs Report Tomorrow

Daily Shot – TF
September rate hike expectations grow

Daily Press Summary – Open Europe
Juncker accuses member states of populism over migration crisis and says Commission could re-table mandatory burden sharing mechanism

Brussels Playbook – Politico

Frontrunning – ZH

FX Update – TF
US service sector firing on all cylinders * Super Thursday' in focus for sterling bulls * Euro trading with an odd resilience

From the Floor – TF
Brent closes at $49.50/barrel after hitting six-month low * WTI at lowest since March 19 * Oil prices could be in a steep long-term slide, says Hansen * Non-manufacturing ISM index reaches record high – but market fails to react * 'Super Thursday' offers two-way risk for sterling, says Hardy * AUD struggles for direction after labour report * NZD falls to six-year low on downbeat employment data


FINNISH
Aamukatsaus – Nordea
Euroalueen vähittäismyynti kielii kotitalouksien hermostuneisuudesta | USA:n palvelusektorin luottamus ampaisi ylöspäin | Korot jatkoivat eilen noususuunnassa