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Friday, July 21

21st Jul - Post-ECB selling continues






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EUROPE
ECB rate setters see decision on stimulus in October: sources – Reuters


OTHER
Euro Traders Learn to Read Between the Lines – BB
Will OPEC surprise us again on Monday? – Nordea
Volatility sellers branch out – Kevin Muir
The Great Rotation May Finally Be at Hand – BB


REGULARS
Morning Report APAC – TF
It's difficult to say how Asian shares will react this morning - the signs are there that sentiment will be weak while the Trump administration attends to its latest threat. Meanwhile the USD remains at near two-year lows against the EUR

FirstFT Daily Briefing – FT
ExxonMobil sues US Treasury, Australia’s upmarket wine, Lucy’s top 10

WSJ City – WSJ
Tech Is No Bubble, Big Brexit Gaps Remain

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
ECB keeps guidance unchanged * Draghi was the main driver of rates and FX markets * Autumn likely to record marked volatility

Morning Markets – TF
Overnight the IMF has announced a conditional loan for troubled Greece. If European countries are willing to agree on debt relief the southern European state will get €1.6 billion to continue with its reforms.

Daily Market Comment – Marc Chandler
Dollar Licks Wounds as News Stream Doesn't Improve

Brussels Playbook – Politico
Brexit deadlock — Polish showdown — Men-only Commission promotions

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
Euro Surges To 2-Year High In "Bipolar" Draghi Reaction; Futures Flat

Frontrunning – ZH


FINNISH
Aamukatsaus – Nordea
EKP piti rahapolitiikkansa ennallaan | Euro vahvistui dollaria vastaan prosentin verran | Tänään on tulossa hiljainen päivä