Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Asia Morning MoneyBeat: Bond Yields Spook Stock
Bulls – WSJ
MORNING BRIEFINGS
3 Numbers to Watch: German
Ifo, UK GDP, US jobless claims – TradingFloor
James Picerno: Today's
shortlist of numbers to watch: Ifo's estimate of the sentiment in Germany’s business community, the first look at Q2 GDP
for the UK and the weekly report on US jobless claims.
Market Preview: German Ifo indices, US durable
goods orders eyed – TradingFloor
European markets are
likely to open mostly flat on Thursday. Investors await German Ifo indices and
US durable goods orders data later today. Also, today’s US initial jobless claims—likely to show an
increase for the last week—will be eyed.
Danske Daily – Danske
Bank (pdf)
We expect German
IFO expectations to improve, adding to the recent positive sentiment in the
euro area... Monetary development in the euro area is also
likely to attract attention
Core bonds take a
beating on weak data – the pressure set to continue in the near term * Equities
under pressure in the US and Asia overnight * Yes, also good news can come from
the Euro zone * Ray of light in the ECB’s lending survey * China starts to
stimulate again – but in a limited scale * US new home sales and preliminary
PMI beat expectations * Euro-zone credit data and German Ifo ahead
Aamukatsaus – Nordea
EKP:lle ei
tekosyytä löysätä * Saksan ja USA:n 10-v. korot nousussa
Aamukatsaus – Tapiola
(pdf)
Eilen julkaistut euroalueen alustavat
ostopäällikköindeksit yllättivät positiivisesti.Luottamusta kuvaava
indeksilukema nousi yli 50 pisteen tason ja korkeimmalle tasolle kahteen
vuoteen. Markkinan suunta: Euroalueen teollisuuden ostopäällikköindeksi
vahvistui kahden vuoden huippuihin. Tänään klo 11 vuorossa mielenkiintoinen
Saksan IFO-indeksi. Osakefutuurit noin nollassa, indikoiden tasaista avausta
OMX HEX:iin. 2Q13-tuloskauden kommentit: Vaisala, Atria, Dovre Group, Okmetic,
Oriola-KD ja Tikkurila. Myöhemmin tänään klo 10.00 Exel, klo 12.00 Metso ja klo
13.00 Amer Sports.
EUROPE
Euro area PMIs suggest a return to growth – Danske
Bank (pdf)
UNITED STATES
Janet Yellen vs. Larry Summers. Who will be the
next Fed Chairman? – Sober
Look
OTHER
Things That Make You Go Hmmm... Like Fedspeak – Grant
Williams / ZH
For SAC, Indictment
May Imperil Its Survival – DealBook
/ NYT