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Wednesday, August 24

24th Aug - Quiet

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Economy in eastern Germany won’t catch up for decades: studyPolitico
An exodus of young people and low birth rates since 1990 has hindered growth in states from the former GDR.

ECB Preview: Still awaiting more informationDanske Bank
We have changed our view and now expect the ECB to remain on hold  inSeptember. We believe that in the ECB’s view the incoming information since July does not warrant additional easing.

Does This Mean There’ll Be No U.K. Recession?WSJ

GS on Jackson Hole: These 3 Currencies Will Move Most – ZH

Kocherlakota: What the Fed Chief's Next Message Should Be – View / BB
Investors and the public need to hear a credible plan for managing the economy.

Matt King's Explanation Of How Central Banks Got It All WrongZH

Recession ProbabilitiesFED

Bonds: Draghi’s pancakes will not get any flatter Nordea
Swap spreads tightened significantly after the Brexit vote, reverting close to their mean since the start of the year. The Euro area swap curve has since summer flattened mirroring the German bonds’ performance.

Danske DailyDanske Bank

More upside data surprises from the UK * Coeuré says that ECB may do more * USD lacks direction until Friday’s Yellen speech

Morning MarketsTF
Yesterday's extremely solid new home sales print appears likely to lend weight to the arguments of Federal Reserve hawks with today's existing home sales print the main US data release on the day. All of the recent hawkish talk however has not moved the USD a great deal versus the majors particularly JPY.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Narrowly Mixed Greenback in Summer Churn

Daily Market CommentMacro Man
Musings on the flatness of the ED curve

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

S&P Set For New Record Highs As Futures, Dollar Rise; Oil Slides


FX UpdateTF
The USD perked up again late yesterday after the latest bout of weakening as traders dither ahead of Friday’s speech from Fed chair Yellen. AUDUSD is pushing on a key support area again and EURGBP is in danger of breaking down.

Euroalueen katseet kääntyvät talouspolitiikkaan * USA:n teollisuuden ostopäällikköindeksi (PMI) laski * Euroalueen kuluttajian luottamus jatkoi laskua * Tänään julkaistaan Norjan ensi vuoden öljyinvestointeja koskevan kyselyn tulokset

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