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Saturday, July 15

14th Jul - A Shallow "V"-day

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ECB wary of putting end-date on quantitative easing – sources – Reuters
ECB preview: another minor hawkish twist – Danske Bank

Markets Worry Trump May Have to Use Obama’s Secret Debt Ceiling Plan – BB

Retail Sales decreased 0.2% in June – Bill McBride
Second Straight Drop in U.S. Retail Sales Shows Tepid Spending – BB
CPI Disappoints again - weakest since Jan 2015 – ZH
Little Change in U.S. Consumer Prices Shows Modest Inflation – BB

FX: A 'Sintra accord'? Maybe, but it has yet to be signed by the Scandies – Danske Bank
BoA: "The Most Dangerous Moment For Markets Will Come In 3 Or 4 Months" – ZH

Morning Report APAC TF
High yielding currencies like the New Zealand dollar and the Australian dollar were the top performers in the wake of both Janet Yellen's testimony and strong China trade numbers.

FirstFT Daily BriefingFT
Brexit bill backlash, London Tube’s new greeting, Gordon Ramsay’s second act
Brexit Serenity Baffles Brussels, U.S. Bank Results in View, One-Two Combination for Stocks

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-Opener Nordea
Higher equities across the globe * Another weak US inflation report * Yields higher on Draghi speaking on QE at Jakson Hole * SEK buoyed by inflation data.

Morning Markets TF
Asian shares were flat to modestly firmer on Friday after the Dow ended at a new high on Thursday as Fed chief Janet Yellen repeated her dovish message in a second day of testimony to Congress.

From the FloorTF
A second day of dovish testimony from Fed chief Janet Yellen on Thursday kept the markets in risk-on mode, and US retail sales and CPI data on Friday will be closely examined for anything that could affect the Fed's gradual tightening plans. Attention now swings to the European Central Bank's policy meeting next week.

Daily Market CommentMarc Chandler
Aussie Scales New Highs for the Year, as the Greenback Remains on the Defensive

Brussels PlaybookPolitico
It’s raining Brexit — PiS take — Turkey a year on
Global Shares Hit Another Record High In Lethargic Session Ahead Of US Data Deluge

USA:n inflaatio julkaistaan tänään | Ruotsin inflaatio odotuksia kovempi | Punta jatkoi vahvistumistaan