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Tuesday, July 25

25th Jul - Quiet






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EUROPE

  EUROPEAN CENTRAL BANK
Zombie Companies Littering Europe May Tie the ECB's Hands for Years – BB
From Sintra to September - ECB Prepares for a Possible Change in Monetary Policy – euinside
Yves Mersch: The ECB’s monetary policy stance – ECB
The ECB's Impact On The Bond Market In One Chart – ZH

  IMF ARTICLE IV
IMF Concludes 2017 Article IV Consultation on Euro Area Policies – IMF
Euro Area: There Is Recovery, But Reforms Are Needed – IMF
Euro Area Policies : 2017 Article IV Consultation – IMF
Euro Area Policies : Selected Issues – IMF



UNITED STATES
El-Erian: What the Fed Will Do This Week — and Why – BB


OTHER
The Dollar and Commodities Break a Long-Standing Pattern – BB
It's Make or Break Time for U.S. Stock Market – BB
Fund Managers' Current Asset Allocation – July – Fat Pitch
Debt + Deflation + Demographics = Destiny – Macro Tourist


REGULARS
Morning Report APAC – TF
Most Asian markets rose in early trade while a keen eye was kept on the US dollar. The USD firmed overnight following recent uncertainty amid the White House's ability to pass key policy proposals.

FirstFT Daily Briefing – FT
Alphabet profits hit, Sadiq Khan 14 months on, India’s ‘beef lynchings’

WSJ City – WSJ
European Banks Face Bleak Earnings, Michael Kors to Buy Jimmy Choo

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
German Ifo figures and US consumer confidence today * Summer lull taking its toll on markets * Greece to re-enter markets?

Morning Markets – TF
Crude oil prices rose after the world's biggest producer Saudi Arabia vowed to cut its exports in a bid to tighten the market. Asia-Pacific stock markets were roughly flat to lower except for Sydney's ASX which climbed 1%.

Daily Market Comment – Marc Chandler
Summer Markets Ahead of FOMC

Brussels Playbook – Politico
Car crash Commission — EU talks Turkey — Duda vs KaczyƄski

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
S&P Futures Bounce As VIX Hammered, Europe "Euphoric"

Frontrunning – ZH


FINNISH
Aamukatsaus – Nordea
Yhdysvalloissa julkaistaan kuluttajien luottamusluvut | Saksan IFO-indeksi julki | Markkinoilla hiljaista