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Thursday, August 31

31st Aug - Still green, but nervous

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Editorial: Getting Serious About Europe's Fiscal Future – BB
Macron's Labor Reform Isn't Enough to Lift Economy – BB
German election: stability-led complacency – Deutsche Bank

ECB unease over firmer euro risks slowing asset purchase exit: sources – Reuters
Euro Tumbles, Bunds Spike As ECB Growing Worried About Strong Euro – ZH
Euro-Area Inflation Gathers Pace as ECB Weighs Future Stimulus – BB
Upward momentum in euro area inflation is building – Pictet
Eurozone core inflation: rising trend? – ABN AMRO

Profits are strong, but investment is still sluggish – Pictet
America’s Jobs Engine Keeps Defying Forecasts for 2017 Slowdown – BB
US Tax Reform and the Fed – Marc Chandler

5 Things to Watch in the August Jobs Report – WSJ
August Employment Preview – Bill McBride
Goldman: August Payrolls Preview – Bill McBride

Stock Breadth, Yields and a Bearish Tipping Point in the S&P 500 – BB
Buffett Delivers the Ultimate Insult to Stocks – BB

MiFID Leaves Researchers Scrambling for Growth That May Not Come – BB
Trump Is Right - Nuclear Talks With North Korea Are Pointless – BB

Morning Report APACTF
Good foundation figures on growth from both the US and China have underscored the confidence in Asia this morning which is likely to buoy regional stockmarkets. Meanwhile Harvey still batters the Texan coast and the USD gains a reprieve

FirstFT Daily BriefingFT
Harvey’s oil impact, N Korea tensions rise, WeChat faces ceiling

Greek Lessons For Brexit, Uber Sets IPO Timeline, UK Consumers Brighter

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

US politics, Swedish wages, eyes on inflation * Yields in tight trading range awaiting inflation today and NFP tomorrow * USD boosted by positive numbers

Morning MarketsTF
US president Donald Trump was out with some strong words overnight for North Korea while Hurricane Harvey continues to lay waste to the Texas Gulf Coast and the city of Houston spiking gasoline prices north of $2/gallon.

From the FloorTF
The beleaguered US dollar bounced after an upward revision of US second-quarter GDP growth and solid private-sector jobs creation in August, reported on Wednesday. Meanwhile, energy commodity markets remain at the mercy of tropical storm Harvey, which has caused catastrophic flooding in Texas and shut a quarter of US refining capacity.

Daily Market CommentMarc Chandler
US Core PCE Deflator May Challenge the Greenback's Firmer Tone

Brussels PlaybookPolitico
Heated Brexit talks — Latin America summit on the brink — Visegrád diplomacy

US PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Global Stocks Rise On Strong Economic Data, Dollar Set To End Streak Of Monthly Declines


FX UpdateTF
The US dollar bounce has extended and we may just need positive data through the end of the week to keep the greenback bid as the US faces down a political battle over the debt ceiling and tax reform and deals with the cost of potentially the most expensive natural disaster in US history.

Euroalueen inflaatiopläjäys * Euroalueen inflaatio kiihtynee * Kiinan elokuun ostopäällikköindeksi julkaistiin * Ruotsissa optimismi hiipui elokuussa