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Thursday, July 6

6th Jul - Bonds crash, stocks follow

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Account of the monetary policy meeting – ECB

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

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

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

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

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

Brexit Blueprint for City, The Risk of Recession, EU Resists Protectionism

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

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 MarketsTF
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 PlaybookPolitico
Japan deal — Trump in Warsaw — Strasbourg brouhaha

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Global Bond Rout Sends S&P Futures, European Stocks Sliding


FX UpdateTF
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.

Fed odottaa, ei ole sopinut ajankohtaa taseen supistamiselle * Tulossa Fedin edustajien puheita * Öljyn hinta kääntyi laskuun

Suomi jää jälkeen: Työikäinen väestöRoger Wessman