Previously on MoreLiver’s:
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Angela Merkel’s open door has left her fighting for survival – Open Europe
Failure of bank stress tests? – ABN AMRO
European Banks Bad Loans and Coverage – Marc Chandler
Mark Gilbert: Brexit Knocks Confidence But the Sky Hasn't Fallen – View / BB
UNITED STATESFed preview: A cautious stance but risk of a more hawkish message – Danske Bank
Tim Duy: Fed Doves Won't Be Able to Rule the Roost Forever – BB
Danske Daily – Danske Bank
Eye-Opener – Nordea
Donald Trump takes the lead * JPY on a roll after stimulus remarks * Angry Erdogan accuses EU
Morning Markets – TF
Falling crude prices saw oil currencies head broadly lower while the Japanese yen surged ahead of Friday's BoJ meeting dragging the Nikkei lower. In commodities the discovery of a large natural gas deposit in the Bay of Bengal is set to give India's energy industry a welcome lift.
Euro wrap-up – Daiwa
Daily Market Comment – Marc Chandler
Yen Soars Amid Stimulus Confusion and Doubts
Daily Market Comment – Macro Man
Musing on the implications of a higher dollar LIBOR
Daily Market Comment – Polemic’s Pains
Wrong Wrong Wrong
Daily Shot – TF
Today the focus is on emerging markets. Those might sometimes be tiny but obviously since they need investors as well come with chances and risks.
Daily Press Summary – Open Europe
Brussels Playbook – Politico
US Open – ZH
USDJPY Plunges On Japan Stimulus Concerns; US Futures Flat With As Fed Begins Meeting
Frontrunning – ZH
FX Update – TF
The yen leapt back to the strong side after Japan’s finance minister Taro Aso said that the government had not yet decided on the scale of stimulus. Sterling is pushing to new recent lows as a large UK bank warns business depositors on the risk of negative rates.
From the Floor – TF
Stimulus in Japan might turn out smaller than foreseen - just as the effect of Pokémon Go on Nintendo. Once again it is all about expectations. The same goes for Apple where Peter Garnry is negative but less so than many other market participants.
Aamukatsaus – Nordea
Fundamentit edelleen kruunun puolella * Saksan talouselämän luottamus (Ifo) laski odotettua vähemmän * USA:n palvelusektorin luottamuksen odotetaan olevan hyvällä tasolla * Suomen kesäkuun työttömyysaste yllätti positiivisesti