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Wednesday, July 27

27th Jul - Fed meeting "slightly hawkish"

Previously on MoreLiver’s:

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No fines for Portugal, Spain over budget failuresPolitico

German rightwing leader warns EU to reform or disintegrateFT

FBI Chief Warns ‘Terrorist Diaspora’ Will Come to the WestBB

Europeans believe incoming refugees bring more terror risk, but no increase in crimevox

July Meeting Policy Statement – FED
Fed Statement Tracker – WSJ
Un-Dovish Fed Upgrades Economy, Suggests "Risks Have Diminished" – ZH
Fed says economy getting better but leaves interest rates unchanged – WaPo
Dollar Drops, Yield Curve Flattens, Gold Surges After Hawkish-er Fed – ZH
FOMC says What it Had To, No More or Less – Marc Chandler
Economists React to the Fed Statement: ‘Leans Less Dovish’ – WSJ

The BoJ’s delivery problem – FT
BoJ set to meet high expectationsDanske Bank

Danske DailyDanske Bank

Trump gains, US confidence resilient, waiting for the Fed * Eyes on the Fed’s Brexit reaction function * Rates market stable ahead of Fed * JPY re-weakens on “risk on”

Morning MarketsTF
Today supposingly is the most important day of this week for markets as the FOMC will signal if and when further interest rate movements can be expected.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Yen Falls on Fiscal Stimulus, while Sterling and Aussie Can't Sustain Upticks

Daily Market CommentMacro Man
A case for the Fed to sell some bonds

Daily ShotTF
Prices for real estate in the US are still increasing. In Europe more and more corporate bonds come with a yield below -40bp (the ECB's cutoff rate).

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico
Hillary’s moment — EU budget fights — Terror grips France again

Global Stocks, Futures Continue Rise On Apple, Japan Stimulus; Yellen On Deck


FX Update TF
A volatile Asian session overnight with Australia’s higher than expected core CPI unable to sustain AUD rally while JPY gyrated wildly on 50-year JGB talk and Abe stimulus plans. Today FOMC to release latest statement amid tepid expectations.

From the FloorTF
Today's Asian session saw a flurry of conflicting reports concerning the upcoming Japanese stimulus package but the estimates forecasts and rumours were sufficient to send the yen tumbling from its recent heights.

Aamukatsaus: Katseet Fedin korkopäätöksessä * USA:ssa kuluttajien luottamus laski odotuksia vähemmän * Japanin jeni on heikentynyt aamun aikana *​ Tänään julkaistava Britannian toisen neljänneksen BKT on heikohko

Teollisuus ei odota kasvua ja luottamus on EU:n pohjamudissaVerkkouutiset