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Monday, July 17

17th Jul - Quiet

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Italian Banks and Government Bonds - Fears of “Doom Loop” resurface – Wolf Street
ECB Preview: Draghi needs to find a balance – ABN AMRO

El-Erian: Jamie Dimon Is Right to Raise the Alarm – BB

What Milton Friedman Got Right, and Wrong, 50 Years Ago – BB
There Is No U.S. Wage Growth Mystery – Moody’s
SocGen: Lethargy Is Creeping Into FX Markets – ZH
Summer 2017 Thoughts – Macro, Credit, FX Markets
How to Think Like an Economist – Bradford DeLong
Key Events In The Coming Week: The Summer Doldrums Arrive – ZH
Morgan Stanley: Market Distorted, Fed Being Forced Into A Pain Trade – ZH
Macro Weekly: Yellen's clever plan on track – TF
Holiday recap: while you were away – Nordea

Morning Report APACTF
Most Asian markets have headed higher today with the exception of the ASX which has lost ground and the Tokyo Stock Exchange which is closed today. The Hang Seng index has surged sharply higher. Market watchers will carefully scrutinise China data due out today.

FirstFT Daily BriefingFT
Brexit round 2, property buoys China GDP, Winnie the Pooh censored

Signs of a ‘Softer’ Brexit, ITV Hires easyJet CEO

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Focus turns to Draghi this week * China data topped expectations * US data denting USD

Morning Markets: USD ails after weak dataTF
The US dollar index hit a 10-month low in Asian trading on Monday after subdued US retail and inflation readings on Friday put the greenback in the doghouse. China's second-quarter GDP grew 6.9% year-on-year beating analysts' average estimate of 6.8%.

Daily Market Comment Marc Chandler
Markets Mark Time, Dollar Consolidates Losses

Brussels PlaybookPolitico
Brexit negotiations — Polish court reforms — Serbia and China

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US Open ZH
Sleepy Overnight Session Interrupted By Chinese Market Turmoil


Huomio EKP:n kokouksessa * Yhdysvaltojen pohjainflaatio odotuksia heikompi * Suomen kesäkuun inflaatio julki * USA:n 10-vuotinen laskussa