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EUROPE
Merkel To Get Rid Of Jean-Claude Juncker
"Within The Next Year" – ZH
Nordic outlook after Brexit – Danske
Bank
The ECB and the capital key question – Pictet
BREXIT
A guide to the Brexit
fallout for the City of London – Bruegel
Brexit Is a Lehman
Moment for European Banks – View
/ BB
Day 8 after UK's
decision to leave the EU – Danske
Bank
Markets hit hard by
Brexit but not crumbled – politics has – Open
Europe
The European press on
Brexit: “contain desire for revenge” – vox
Blindsided by Brexit
Bias – Psy-Fi
Parliament and Brexit – Frances
Coppola
OTHER
Yield Forecast Update – Danske
Bank
Global yields are set to
stay 'low for even longer'
REGULARS
Danske Daily – Danske
Bank
Eye-Opener – Nordea
Risk on, US off, positive surprise
from ISM * US labour market report key this week * US 30-year close to all-time
low, EUR markets jibbed by rumours of QE changes * Positive ISM data was not
enough to lift the USD vs G10 currencies
Morning Markets – TF
Markets are closed today in the US
for the July 4 public holiday but it was business as usual in Asia. China's
benchmark Shanghai Composite was the star perfomer in Asia today posting strong
gains driven by stimulus hopes. The Nikkei 225 also headed into positive
territory reversing an opening tumble. In Australia uncertaintly about the
outcome of the July 2 election weighed on investor sentiment; the result is too
close to call and counting will continue this week.
Daily Press Summary – Open
Europe
84% of Brits think EU
migrants already in the UK should be able to stay after Brexit *
Clear line emerges
between Tory leadership candidates on urgency of triggering Article 50 * Farage
steps down as UKIP leader * Legal action launched to stop Article 50 being
triggered without an Act of Parliament * Ruth Davidson: UK government should
not seek to block second referendum on Scottish independence * Sunday Times:
Juncker could face increasing pressure to resign from Berlin after Brexit vote
* Juppé: We need to find solution to “have UK in European market, one way or
another” * Osborne pledges to cut corporation tax below 15% to help offset
impact of Brexit * Germany’s Schäuble and Gabriel call for slimmed down EU in
wake of Brexit vote * Italian government ready to inject public funds into
ailing banks, in spite of new EU rules * Slovak Presidency wants to change
narrative on migration * Commission to give Spain and Portugal three more weeks
of breathing space on budget deficit
Brussels Playbook – Politico
Brexit aftershock — NATO
summit — Polish constitution
Silver hit a two-year
high overnight but is it due for a spot of retracement?
FINNISH
Aamukatsaus – Nordea
USA:n
työllisyyskehitys Fedille toissijaista epävarmuuden vallitessa * USA:n teollisuuden
luottamus yllätti positiivisesti * Punta matalimmalla tasollaan 31 vuoteen *
USA:n markkinat ovat tänään suljettuina itsenäisyyspäivän vuoksi
Britannia ja Euroopan sisämarkkinat – Soininvaara