Europe’s consumer and business
confidence is published today. July PMIs out on Wednesday, German IFO on
Thursday.
Previously on
MoreLiver’s:
Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Asia Morning MoneyBeat: Languid Stocks, Hot Gold – WSJ
Europe Morning MoneyBeat: Positive Tone on Chinese
Stimulus Hints – WSJ
MORNING BRIEFINGS
July sentiment updates
for France and the Eurozone are scheduled for release today, followed by
another clue for evaluating the July trend in US manufacturing via the Richmond
Fed Index.
Market Preview: Eyes on Eurozone consumer
confidence index – TradingFloor
European markets are
likely to open higher Tuesday. Investors keenly await today’s EU consumer
confidence data which is likely to show an improvement in July. Meanwhile, the
Japanese government has upgraded its assessment of the domestic economy.
Danske Daily – Danske
Bank (pdf)
The main release will
be euro area consumer confidence, which is expected to show a small uptick, bottomed
in November 2012 and has since continuously shown monthly increases...Finnish
unemployment data could also attract attention...Q2 earnings Apple, UPS and
Telenor...market moving Flash PMIs and German IFO tomorrow and Thursday
Core bond yields
little changed in subdued trading * Bonds from southern European countries
rally * U equities reach new highs again * The drop in US home sales not
looking particularly worrying yet * Light economic data ahead of a heavier load
tomorrow
Aamukatsaus – Nordea
USA:n
asuntotilasto ei anna syytä huoleen * Portugalin johto vakuutteli
säästöohjelman etenevän
Aamukatsaus – Tapiola (pdf)
Tarkastelimme Suomi-osakkeita teknisesti
suhteessa pisteytysmallimme tuloksiin. Mielenkiintoisia osto-kohteita mm.
Tieto, Huhtamäki, Tikkurila, Kone ja Outotec. Markkinan suunta: Aasiassa osakekurssit
nousussa raaka-aineyhtiöiden vetämänä – saattaa tänään tukea suomalaisia
konepajayhtiöitä. F-Securelta tulosvaroitus, liikevaihdon kasvuennusteen laskun
seurauksena.
Osakefutuurit plussalla, indikoiden
nousuavausta OMX HEX:iin.
UNITED STATES
SEC Warns: Prepare For Repo Defaults – ZH
In recent weeks,
between The Fed, Basel III, and the FDIC, regulators have signalled the
possible intent to change risk, netting, and capital rules that could have
dramatic implications on the repo markets and now, it seems, the SEC has begun
to recognize just how big a concern that could be.