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EUROPE
No fines for Portugal, Spain over budget failures – Politico
German rightwing leader warns EU to reform or
disintegrate – FT
FBI Chief Warns ‘Terrorist Diaspora’ Will Come
to the West – BB
Europeans believe
incoming refugees bring more terror risk, but no increase in crime – vox
UNITED STATES
FEDERAL
RESERVE
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
OTHER
The BoJ’s delivery problem – FT
BoJ set to meet high expectations – Danske
Bank
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
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 Markets
– TF
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-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Yen Falls on Fiscal Stimulus, while
Sterling and Aussie Can't Sustain Upticks
Daily Market Comment
– Macro
Man
A case for the Fed to sell some
bonds
Daily Shot
– TF
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 Summary
– Open
Europe
Brussels Playbook
– Politico
Hillary’s moment — EU budget fights
— Terror grips France again
US Open – ZH
Global Stocks, Futures Continue Rise
On Apple, Japan Stimulus; Yellen On Deck
Frontrunning
– ZH
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 Floor
– TF
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.
FINNISH
Aamukatsaus – Nordea
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 pohjamudissa – Verkkouutiset