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Wednesday, August 2

2nd Aug - Boring

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Convergence and adjustment in the Baltic States – ECB
Europe's Banking Dysfunction Worsens – Chris Whalen

Republicans Pivot to Tax Cuts But Face Some Frustrated Members – BB

Market Know-How Q3: The Synchronized Expansion – GS
Despite Earnings Season Beats, Analyst Expectations Barely Budged – KLC
The Daily Prophet: Record Stocks, Earnings and Inconvenient Truths – BB
Euro’s Big Month Has Chart-Watchers Looking Back to 2010 Levels – BB
Market Paradox: Investors Love Earnings, Punish Companies Reporting Them – WSJ
"What Could Possibly Go Wrong?" - Two Banks Answer – ZH
The Great Escape: How Credit Raters Ducked Reform – BB

Morning Report APACTF
Upbeat sentiment towards tech shares has lifted some Asian markets this morning with Korea's Kospi Composite and Japan's Nikkei 225 gaining ground. But the crude price slide has hurt Australia's S&P/ASX200.

FirstFT Daily BriefingFT
Republicans defy Trump, Apple’s iPhone revival and a queen of sorts

Rio Tinto’s $1 Billion Buyback, SocGen Profit Slides, BOE Rate Rise Seen in Q1

“Best of the web” daily chartsLukas Daalder

Danske Daily – Danske Bank

Waiting for BoE tomorrow and payrolls on Friday * Today ADP numbers and Danish currency reserves * Lower 10Y Treasury yields * EUR/USD holds above 1.18

Morning Markets TF
Apple's third-quarter earnings exceeded analyst expectations on multiple fronts leading to a tech-sector surge in Asia and boosting shares of supplier AAC Technologies by as much as 8.7% in Hong Kong.

From the FloorTF
Tension is building in the financial markets over chances that the Bank of England could raise interest rates at its meeting on Thursday. Meanwhile, the US dollar remains weak. And US technology darling Apple's stock jumped on the back of roughly in-line third-quarter earnings but an upgraded outlook for fourth-quarter revenue, which helped ignite a broader tech rally.

Daily Market CommentMarc Chandler
Euro Climbs Relentlessly, While Greenback is Mixed

Brussels PlaybookPolitico
EU agency horse-trading — Germany’s diesel summit — Venezuela sanctions

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bell BI

Dow To Rise Above 22,000 On Apple Earnings; Europe Weighed Down By Surging Euro


FX UpdateTF
The US dollar pulled a bit higher in Asia on weak New Zealand data and comments from a Bank of Japan member but it will take much more to suggest any turnaround for the beleaguered greenback. US politics are as important as US economic data these days.

Kasvua euroalueella * USA:n yksityisen kulutuksen inflaatio kiihtyi * USA:n teollisuuden luottamus yhä vahvaa * Valtionlainojen pitkät korot laskussa