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Thursday, July 13

13th Jul - M&M's Federal Push

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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

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

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

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

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 BriefingFT
Macron-Trump reset, Singapore’s pre-school robots, May’s repeal bill

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

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

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 PlaybookPolitico
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 bellBI

Global Stocks Hit New All Time High After Dovish Yellen, Strong Chinese Trade Data


FX UpdateTF
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.

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