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Tuesday, July 4

4th Jul - US Closed

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Goldman Warns Of Rising "Shock" Risk To Risk Parity Investors – ZH
Goldman Sachs On What Happens Next - Recession, War, Or Goldilocks – ZH
War or Recession Might Be Needed to Break Low-Vol, Goldman Says – BB
Citi's Sentiment Indicator Crashes, And Four Other Things That Scare The Bank – ZH

Morning Report APACTF
The USD hit its highest level in seven weeks against the yen following the better-than-expected ISM manufacturing data.

FirstFT Daily BriefingFT
Nasdaq’s $123.47 puzzle, N Korean missile, Nike’s near-perfect marathon

Hammond Says UK Must ‘Hold Nerve’, The Simple Maths of Bond Investing

“Best of the web” chartsLukas Daalder

Danske DailyDanske Bank

Equities and yields up on ISM, Riksbank sidelined today, North Korean missile test * The Riksbank to stay sidelined today * Strong ISM pushes yields higher * The USD strengthens on ISM, JPY weakens on LDP election loss in Tokyo

Morning MarketsTF
Asian shares shrugged off a Nasdaq glitch that temporarily reset an array of stock prices but geopolitical tensions are in focus after a North Korean missile test infringed on Japan's exclusive economic zone.

From the FloorTF
US bourses are closed today, providing a key opportunity to scrutinise local indices while they stand still. The Nasdaq, it seems, is in correction mode as tech stocks lead the charge lower.

Brussels PlaybookPolitico
ECB’s boost to multinationals — UK’s EU battlegroup — Rogue MEP trips

Global Stocks Rebound From N.Korea ICBM Jitters; US Markets Closed For "Amexit Day"

Jatkuuko haukkamaisuus? * Riksbank kokoustaa tänään * Yhdysvaltojen ISM-indeksi vahvistui * Yhdysvaltojen markkinat tänään kiinni