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Tuesday, July 18

18th Jul - Bear after China, pre-ECB

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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

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

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

Macro and Credit - The Rebound effect – Macronomics
Where We Stand – Marc Chandler
EUR/USD to overbought territory – Danske Bank

Morning Report APAC: After China’s “Black Monday”TF
Despite strong economic data from China and a boost to mining shares Asian markets traded lower in morning trade.

FirstFT Daily BriefingFT
Trumpcare scrapped, the case for stopping Brexit, burying Isis’s dead

UK Growth Forecast Trimmed, BNP Paribas Fined, US Senate Abandons Healthcare Bill

“Best of the web” daily charts Lukas Daalder

Danske DailyDanske Bank

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 slideTF
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 CommentMarc Chandler
Dollar Dumped on Doubts on US Economic Agenda

Brussels PlaybookPolitico
Brexit within Brexit — Council mea culpa — Polish pressure

Five Things You Need to Know to Start Your DayBB

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

Dollar Tumbles, Euro Soars After Obamacare Repeal Dies; China Intervenes To Halt Rout


Inflaatio luo painetta keskuspankille, tulossa Ison-Britannian inflaatio * Riksbank julkaisee pöytäkirjan * EURUSD puhkaisi 1,15-tason