Follow ‘MoreLiver’ on Twitter
EUROPE
Account of the monetary
policy meeting – ECB
UNITED STATES
FEDERAL
RESERVE
FOMC minutes: Fed likely
to announce start of QT in September – Danske
Bank
Fed Officials Give Nod
to ‘Elevated Asset Prices’ – WSJ
The Fed Follows a
Script, But Inflation Isn't Playing Its Part – BB
JUNE
JOBS
El-Erian: How the June
Jobs Report Matters for the Fed – BB
5 Things to Watch in the
June Jobs Report – WSJ
ADP: Private Employment
increased 158,000 in June – Bill
McBride
ADP Employment
Disappoints - No Manufacturing Jobs Gained In June – ZH
OTHER
MARKETS
Whatever You Call It, It
Isn't Complacency – BB
(Another) Taper Tantrum –
BB
Richard Koo says the
trick to exiting QE is to avoid telling anybody about it – FT
When
will equilibrium return? That's up to FOMC, ECB and BoJ – TF
G-20
The
Flashpoints for World Leaders at the Hamburg G-20 – BB
The 5 Most Important
Things the G-20 Won't Do – BB
The G-19 Must Prove
Trump Wrong – BB
REGULARS
Morning Report APAC – TF
Crude prices took a tumble overnight after Russia said it hadn't planned
any deeper output cuts. Meanwhile gold has made gains on geopolitical tensions
and the FOMC minutes.
FirstFT Daily Briefing – FT
Malware attack reverberates, Hamburg prepares for G20, science for the masses
WSJ City – WSJ
Brexit Blueprint for City, The Risk of Recession, EU Resists
Protectionism
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
FOMC minutes yesterday, ECB minutes today * ISM survey to shape
expectations ahead of Friday’s US jobs report * Summer period gives little
market moves * Dollar corrected slightly lower on FOMC minutes
Morning Markets – TF
Wednesday saw the FAAMG stocks – Facebook Amazon Apple Microsoft and
Alphabet/Google – post strong gains as a crude oil selloff led Asian shares
lower overnight.
From the Floor – TF
Shares in electric carmaker Tesla plunged 7% on sell-side reports on
Wednesday, and the stock is now down 16% from its peak last week as the
automobile industry has become the 'new battleground' with Volvo announcing the
death of the combustion engine and plans to go all-electric.
Daily Market Comment – Marc Chandler
Stocks and Bonds Mostly Heavier, while Dollar Hovers Little Changed
Brussels Playbook – Politico
Japan deal — Trump in Warsaw — Strasbourg brouhaha
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
Global Bond Rout Sends S&P Futures, European Stocks Sliding
Frontrunning – ZH
FX Update – TF
Markets are mulling important US data through the end of the week the ECB
minutes later today and the geopolitics of what will likely prove a disastrous
G20 summit for US president Donald Trump.
FINNISH
Aamukatsaus – Nordea
Fed odottaa, ei ole sopinut ajankohtaa taseen
supistamiselle * Tulossa Fedin edustajien puheita * Öljyn hinta kääntyi laskuun
Suomi jää
jälkeen: Työikäinen väestö – Roger
Wessman