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EUROPE
Sanctions against
Russia: The New Normal – ABN
AMRO
Credit misallocation
during the European financial crisis – vox
U.K. Inflation Rate's
Unexpected Drop Takes Pressure Off BOE – BB
EUROPEAN
CENTRAL BANK
Change Is Coming at the
ECB - Just Not Quickly – BB
The ECB's End Game –
first steps in tapering – BB
Results of the July 2017
euro area bank lending survey – ECB
Euro area: Bank credit
standards eased slightly in Q2 – Pictet
UNITED STATES
What’ll Happen to US
Commercial Real Estate as Chinese Money Dries Up? – Wolf
Street
Poll: Fed to announce
balance sheet unwind in Sep, hike in Q4 - Reuters
US Tax Efforts Still
Moving Forward – Marc
Chandler
U.S. House Republican
2018 budget ties tax reform to spending cuts – Reuters
All Signs Point to a
Cyclical Slowdown in Inflation – BB
BofA: Two Dangerous
Games Of Chicken About To Unfold – ZH
OTHER
Macro and Credit - The
Rebound effect – Macronomics
Where We Stand – Marc Chandler
EUR/USD to overbought
territory – Danske
Bank
REGULARS
Despite strong economic data from China and a boost to mining shares
Asian markets traded lower in morning trade.
FirstFT Daily Briefing – FT
Trumpcare scrapped, the case for stopping Brexit, burying Isis’s dead
WSJ City – WSJ
UK Growth Forecast Trimmed, BNP Paribas Fined, US Senate Abandons
Healthcare Bill
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Rising UK inflation to continue to put pressure on BoE * Healthcare
opposition, NAFTA news weighing on USD * EUR/USD 5% above ECB’s expectations
Morning Markets: USD
extends slide – TF
The US dollar extended its losses during the Asian trading session on
Tuesday with China's yuan hitting an eight-month high and the Aussie dollar
jumping to a new two-year high. Asia-Pacific stocks were undermined by stronger
local currencies and by a hangover of weak sentiment from Monday's
"mini-crash" in Chinese stocks.
Daily Market Comment – Marc Chandler
Dollar Dumped on Doubts on US Economic Agenda
Brussels Playbook – Politico
Brexit within Brexit — Council mea culpa — Polish pressure
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
Dollar Tumbles, Euro Soars After Obamacare Repeal Dies; China Intervenes
To Halt Rout
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
Inflaatio luo painetta keskuspankille, tulossa
Ison-Britannian inflaatio * Riksbank julkaisee pöytäkirjan * EURUSD puhkaisi
1,15-tason