EUROPE
Significant Challenges
for Italy: All you need to know about key issues – Danske Bank
Draghi Unfazed About the
Strength of the Euro – BB
The covert yet sizeable
ECB’s QE reinvestments – ABN
AMRO
UNITED STATES
OTHER
What
economists study: A guide for the curious – voxeu
Japan: Inflationless
prosperity – Nordea
MARKETS
Holiday
recap: while you were away – Nordea
Signs
of Junk Seepage in Biggest Weekly S&P 500 Drop Since March – BB
"You
Could See Panic": PIMCO Joins Gundlach In Loading Up On S&P Puts – ZH
UBS:
Why The Next Credit Unwind Will Be Unlike Anything We've Seen Before – ZH
Weekend
Reading: On A Cliff’s Edge – Lance Roberts
Morgan
Stanley: "Well, That Escalated Quickly" – ZH
Macro
Monday: Geopolitical tensions rise – TF
Key
Events This Week: Fed Minutes, Retail Sales And, Of Course, Politics – ZH
JPMorgan
Lists Four "Red Flags" Why It Is Starting To Sell Stocks – ZH
NORTH
KOREA
South
Korean Credit Risk Spikes Above China's As Kim Chooses "Path Of No
Return" – ZH
China's Xi Grapples With
Rising Cost of Backing Kim Jong Un – BB
Without Oil, North Korea
Sanctions Won't Stop Kim – BB
China Bans Coal, Lead,
Iron Imports From North Korea – ZH
Korea tensions ease
slightly as U.S. officials play down war risks – Reuters
REGULARS
Equity investors are riding a sentiment rollercoaster as a result of
tensions with North Korea. There are signs of lingering jitters in Asia and
indications that bargain hunters are snapping up stocks in some markets as
well.
Brexit policy papers, Japan GDP surprise, business book of 2017
Standard Life Aberdeen Merger Completes, Trump Chips Away at Postcrisis
Rules
Soft Chinese activity data * Another soft US inflation reading * 10-year Bund
yields fall below 0.4% * USD weaker on subdued US CPI numbers
Most major Asia-Pacific equity markets rose on Monday as jitters over
North Korea eased but still linger. Japan's equity market which had been closed
on Friday for a holiday played catch-up and fell on Monday. Korea's Kospi
Composite rebounded from Friday's selloff and Hong Kong shares jumped led by
Internet giant Tencent.
Risk sentiment has rallied after Friday's plunge, sparked by a poor US
CPI showing, but headline risks remain numerous with central banks struggling
with weak inflation against a tumultuous political backdrop.
Sigh of Relief Weighs on Yen and Gold, while Lifting Equities and the
Dollar
Who’s afraid of the EU’s eggs — North Korea meeting — Charlottesville
violence
S&P Futures,
Global Stocks Rebound Sharply As Korea Fears Fade
After Friday’s soft US CPI data and easing of North Korea fears over the
weekend the US dollar bears are out looking to sell the greenback again today.
FINNISH
Fedin heinäkuun kokouksen pöytäkirja julkaistaan
keskiviikkona | USA:n inflaatio edelleen heikkoa | Saksan 10 vuoden korko laski
alle 0,4 %