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
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.
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 Daily – Danske
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
Aamukatsaus – Nordea
Britannian
BKT-luvut huojennus hallitukselle * Saksan talouden palautumiselle lisätukea
IFO-indeksistä
Aamukatsaus – Tapiola
(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.