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Monday, July 31

31st Jul - Bearish start for the week

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Europe’s Eastern Rebels Expose Next Fault Line for EU Leaders – BB
An Angry, "Irritated" Italy Loses Patience With Macron Over Migrants, Libya – ZH
Draghi Pledged ‘Whatever It Takes.’ It Took 1.2 Trillion Euros – BB
A new database for financial crises in European countries – ECB
Tim Worstall: Draghi's Stimulus Problem - Eurozone Inflation Static – Forbes

Koch Brothers Move to Back White House’s Tax-Cut Plan – BB
US Fiscal Policy – Marc Chandler

Macro Monday: Heavy week ahead – TF
Holiday recap: while you were away – Nordea
JPM: "Investors Are Starting To Hedge Against A Crash" –
Rates: The silent ECB measure awakens – Nordea
In The Coming Week: Payrolls, Central Banks, China And More – ZH
Gary Shilling: Six Things Central Bankers Don't Get About Wages – BB
China Summer Recap: Resilient growth and rising tensions with US – Danske Bank

Morning Report APACTF
Firmer prices for crude will be seen as a positive factor in Asian markets today. Stocks have gained ground in early trading in Sydney and Hong Kong but slipped into negative territory in Tokyo and Seoul.

FirstFT Daily BriefingFT
MUFG makes Brexit plans, Pimco’s ‘remarkable turnaround’ and how to demand equal pay

HSBC Plans Share Buyback, Europe’s Banks Show Green Shoots

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Big data week in the US. Today Euro-area inflation * SEK rallied after GDP report, but it’s not a game-changer * Strong German inflation not enough to keep EUR-rates materially higher

Morning MarketsTF
Chinese data showed some ups and downs Monday but with the country's non-manufacturing PMI climbing to 62.5 for July its highest level since December 2013 iron ore prices shot higher taking the Australian materials sector with them.

From the Floor TF
"Inflation," says Saxo Bank fixed income trader Michael Boye, "is the only thing holding the European Central Bank back from tightening policy."

Daily Market CommentMarc Chandler
Monday morning blues

Brussels PlaybookPolitico
France’s new Gaullism — Commission acts on Poland

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US Open ZH
Global Stocks Rise On "Growth Optimism", Ignore Political Turmoil; Dollar, Oil Creep Higher


Tänään julkaistaan euroalueen inflaatioluvut | Ruotsin toisen neljänneksen BKT-raportti oli todella vahva | USA:sta saadaan tällä viikolla runsaasti talousdataa