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EUROPE
ECB's Draghi will not
deliver fresh policy steer at Jackson Hole: sources – Reuters
Euro Turmoils After ECB
Walks Back Draghi Jackson Hole Appearance – ZH
Paris suburb reveals the
fragility of Macron’s victory – FT
UNITED STATES
Trump’s Business
Councils Disband After CEOs Defect – WSJ
Trump's business
councils are disbanded after CEOs quit in protest – Reuters
FEDERAL
RESERVE
Fed’s Fischer attacks
moves to unwind regulations – FT
FOMC Minutes – FED
Balance Sheet
Normalization Begins In September, Most Saw Inflation-Pick Up – ZH
Stocks, Dollar, &
Bond Yields Sink After Fed Warns "Tighter Policy Warranted" – ZH
OTHER
IMF
warns China over ‘dangerous’ levels of debt – FT
Rogoff:
Prepare for negative interest rates in the next recession – The
Telegraph
MARKETS
Red-Hot
Tech Stocks Lose Some Big Supporters – BB
There’s
a Reason People Are Worried About Low Volatility – BB
FX: Taking a breather
before next leg of ‘central-bank exit pricing’ – Danske
Bank
REGULARS
Morning Report APAC – TF
The US dollar made gains overnight on upbeat domestic economic data. The
rise in the greenback impacted metals and other commodities including copper
prices. Meanwhile crude prices have managed to creep higher.
FirstFT Daily Briefing – FT
Trump rift with CEOs deepens, Irish border opposition, world’s best
superyachts
WSJ City – WSJ
U.K. Rules Out Irish Border Posts, CEOs Rethink Ties With Trump’s White
House
Danske Daily – Danske Bank
Eye-Opener – Nordea
Strong US and German numbers * Stronger SEK after high inflation reading
* Fed minutes today * Yields rise on falling geopolitical risks * USD
strengthens on solid numbers
Morning Markets – TF
The journalistic hand-wringing surrounding US president Donald Trump's
reaction to the violent protest in Charlottesville is apparently in USD terms
relatively meaningless compared to the (now receding) threat of war with North
Korea.
From the Floor – TF
Risk appetite has recovered further in financial markets after last
week's flight to safety triggered by the fiery exchange of words between Donald
Trump's US and North Korea. Core bonds have slipped, and demand for safe-haven
gold has cooled.
Daily Market Comment – Marc Chandler
Swiss Franc and Yen Remain Heavy as New Distractions Replace DPRK
Brussels Playbook – Politico
The Russians aren’t coming (yet) — Brexit customs red tape — Italy
confronts fascism
US Playbook – Politico
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 Stocks Rise Amid Unexpected ECB "Trial Balloon"; Dollar
Flat Ahead Of Fed Minutes
Frontrunning – ZH
FX Update – TF
US retail sales were far stronger than expected in July and the June data
were revised higher but the USD rally on the back of this development was muted
as USD traders look toward this evening’s FOMC minutes release.
FINNISH
Aamukatsaus – Nordea
Jaksaako Suomi
globaalin kasvun peesissä? * Iso-Britannian inflaatio odotuksia heikompaa *
USA:ssa vähittäismyynti vahvassa nousussa * Fedin pöytäkirjalta odotetaan
lisätietoja koronnostoista