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Friday, July 15

15th Jul - Post-terror, no shocks



Previously on MoreLiver’s:



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UNITED STATES 
US retail sales solid in June, very strong in Q2 overall – Pictet
Retail Sales increased 0.6% in June – Bill McBride
US Industrial Production Declines For 10th Straight Month – ZH
Fed: Industrial Production increased 0.6% in June – Bill McBride
US consumer expectations tumbles to 2-year lows – ZH
Key Measures Show Inflation close to 2% in June – Bill McBride
U.S. retail sales, industrial output data suggest strong Q2 GDP growth – Reuters
Retail Sales in U.S. Climb More Than Forecast in Broad Advance – BB
Consumer Prices in U.S. Increased in June as Fuel, Rents Climbed – BB
Consumers Share the Wealth as U.S. Demand Broadens Beyond Autos – BB


REGULARS
Danske DailyDanske Bank

Eye-OpenerNordea
Terror strikes France again * Chinese GDP grew a bit more than expected * USD/JPY breached 106

Morning MarketsTF
The Bastille Day terror attack in Nice has cast the deepest of shadows over markets as the existential threat to our values and way of life mounts.

Euro wrap-upDaiwa 

Daily Market CommentMarc Chandler
Sterling and Yen Remain Key Drivers in FX

Daily Market CommentMacro Man
A Carney-to-English dictionary

US OpenZH
Global Stock Rally Halted In Aftermath Of Latest French Terror Attack

FX UpdateTF
Sure we have an extension of the JPY cross rally and an interesting development or two around the periphery of this market but much of the action looks like summer doldrums creeping back into the market even if we’ll stay far from the 2014 lows in volatility.

From the FloorTF
France has extended a national state of emergency and is mourning her dead after last night's terrorist atrocity in Nice while elsewhere in Europe life continues as normal. Saxo Bank's statategists speaking on their regular morning conference call report that markets are largely unaffected by the attack.


FINNISH
AamukatsausNordea
BoE leikkaa korkoa elokuussa * Kiinan BKT-kasvu ylitti odotukset *​ Punta vahvistui eilisen korkopäätöksen seurauksena * Tänään julkaistaan USA:n inflaatio ja vähittäismyynti