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Friday, July 27

27th Jul - US GDP growth rockets


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EUROPE
Leonid Bershidsky: On Brexit, What the EU Tells You 10 Times Is True – BB
Prime Minister Theresa May should finally stop ignoring her negotiating partners’ red lines.


UNITED STATES
Tim Duy: U.S. GDP Report Clears Path for Two More Fed Rate Hikes – BB
The economy is expanding faster than policy makers expected.


OTHER
Ceasefire in US/EU tariff dispute – Pictet


REGULARS
EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT
Amazon’s $2bn quarter, Mueller eyes tweets, Love Island

WSJ City – WSJ
Amazon Profit Soars to Record, Trump’s Tactical Shift on Trade

WSJ Economics – WSJ
Did Trump Give Us a Hint on GDP? ‘If It Has a 4 In Front of It, We’re Happy’

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Greenback Remains Firm Ahead of Q2 GDP

Brussels Playbook – Politico
Art of the no-deal — Who won in Washington? — China’s Trojan horses

Five Things You Need to Know to Start Your Day – BB

US Open – ZH
Stocks, Futures Jump Ahead Of "Terrific" Q2 GDP, Ignore Crashing Yuan

Aamukatsaus – Nordea
Yhdysvalloista julkaistaan 2. neljänneksen BKT-luvut | Odotamme Venäjän keskuspankin pitävän rahapolitiikan ennallaan | EKP:n kokous ei tarjonnut yllätyksiä, kyyhkymäinen sävy heikensi euroa