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Friday, July 26

26th Jul - EU Open



Previously on MoreLiver’s:

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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat: Insider Trading Moves to Center Stage – WSJ
Europe Morning MoneyBeat: Central Bank Meetings Loom Large – WSJ

MORNING BRIEFINGS
3 Numbers to Watch: Euro-coin, Yellen-Summers race, US sentimentTradingFloor
A quiet day on the data front, with the Thomson Reuters/University of Michigen consumer sentiment tracker expected to remain unchanged. But the debate on Bernanke's possible follower is white hot, and could become a significant market mover.

Market Preview: US consumer sentiment index in the spotlightTradingFloor
European markets are likely to open higher Friday. With a light global macro calendar today, investors will keep an eye on the final reading of the US Reuters/Michigan consumer sentiment index which is expected to show a marginal improvement in July.

Danske DailyDanske Bank (pdf)
A relatively thin calendar. ECB will announce the weekly repayment of the 3Y LTRO,  which is likely to attract attention after excess liquidity has dropped to below EUR250bn.

Market comment – Who will take care of us after Ben?Nordea
German bond yields continue to rise – Asian equities under pressure * Weak credit growth numbers from the Euro zone – Ifo fails to impress * Looking beyond Bernanke * UK economy finally taking off? * Spanish unemployment rate retreating at last * Consumer confidence numbers in a light calendar

AamukatsausNordea
Britannian BKT-luvut huojennus hallitukselle * Saksan talouden palautumiselle lisätukea IFO-indeksistä

AamukatsausTapiola (pdf)
Suomalaisyhtiöistä runsas kolmannes on julkaissut 2Q-tuloksensa. Tulokset ovat olleet kokonaisuudessaan selvästi odotuksia heikompia. Markkinan suunta: Saksan IFO-indeksi vahvistui odotetusti, muttei yllättänyt positiivisesti edellispäivän vahvojen ostopäällikköindekseistä huolimatta.
Osakefutuurit plussalla, indikoiden nousuavausta OMX HEX:iin. Tuloskauden 2Q13:n ”välintilinpäätös”: 35% tuloksista takana, saldona edelleen odotettua heikompia tuloksia 1Q13:n jälkeen. 2Q13-tuloskauden kommentit: Amer Sports, Caverion, Exel, F-Secure, Metso ja YIT.

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat