Google Analytics

Thursday, July 13

13th Jul - M&M's Federal Push




Follow ‘MoreLiver’ on Twitter


EUROPE
Completing EMU – vox
Macron Hosts Merkel to Explore Grand Bargain for EU Reform – BB
Macron urges greater euro zone convergence, presses Germany to act – Reuters

  UNITED KINGDOM
Bank of England's Quest for ‘Normal,’ in the Era of Brexit – BB
Britain Is Shamed and Brussels Triumphant. But Is That Good for Europe? – BB

  EUROPEAN CENTRAL BANK
ECB preview: Gradual adjustments – Nordea
Draghi Said To Address Jackson Hole Followed By ECB QE Tapering Announcement – ZH


UNITED STATES
  FEDERAL RESERVE
Yellen Leaves Markets With the Wrong Impression – BB
SocGen's "Pretty Simple" Explanation Of Janet Yellen's Testimony – ZH
Yellen trying to ride into the sunset – Kevin Muir
If Janet Yellen Is Headed for the Exit, Who’s Next Leading Fed? – BB


REGULARS
Morning Report APAC – TF
Equity markets have gained ground this morning in Hong Kong Seoul Tokyo and Sydney thanks in large part to Wall St. In forex markets the Canadian dollar is the top performer among G10 currencies following the BoC rate hike.

FirstFT Daily Briefing – FT
Macron-Trump reset, Singapore’s pre-school robots, May’s repeal bill

WSJ City – WSJ
Trump Seeks to Cast Doubt on Russia Help, a Resurgent Euro, Google Victorious in France

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
Flip-flopping Yellen more cautious on inflation * BoC rate hike accompanied by upbeat statement * Oil report, Swedish inflation in focus

Morning Markets – TF
Equities made strong gains in Asia today helped initially by a strong lead from Wall Street and commodity price strength and later boosted by upbeat China trade data for June. Korea was the star performer with a strong surge on the Kospi Composite.

From the Floor – TF
A dovish message from US Federal Reserve chief Janet Yellen on Wednesday sparked a broad-based rally across asset classes and weakened the dollar.

Daily Market Comment – Marc Chandler
Sterling and Antipodeans Trade Higher

Brussels Playbook – Politico
EU budget showdown day — Drama on the eastern front

Five Things You Need to Know to Start Your Day – BB

10 things you need to know before the opening bell – BI

US Open – ZH
Global Stocks Hit New All Time High After Dovish Yellen, Strong Chinese Trade Data

Frontrunning – ZH

FX Update – TF
The Canadian dollar surged even higher on top of its recent notable strength after the Bank of Canada manged to clear the bar for hawkish expectations. Given a dovish Yellen yesterday and brightening outlook for Australia we wonder if AUD is the next currency to surge against the struggling greenback.


FINNISH
Aamukatsaus – Nordea
Kansainvälinen energiavirasto julkistaa raporttinsa öljystä | Yelleniltä ei haukkamaisia kommentteja | Pörssit nousussa valtameren molemmin puolin