Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Asia Morning MoneyBeat: Stocks Just Missing That
Little Something – WSJ
Europe Morning MoneyBeat: Look to Banks’ Earnings – WSJ
MORNING BRIEFINGS
Consumer sentiment in Germany, business confidence in the Eurozone, and the
Conference Board’s Consumer Confidence Index for the US are three numbers that deserve close attention
today.
Market Preview: Heavy European economic
calendar ahead – TradingFloor
European markets are
likely to open higher Tuesday. Traders await a slew of European macro releases
due later today for further insights into the region’s performance. Investors
are also keeping an eye on the US Fed's two day meeting starting today.
Danske Daily – Danske
Bank (pdf)
There are no
major market movers but plenty of tier-two data...German consumer confidence, Spanish GDP, European Commission’s confidence
indicators, German inflation, US consumer confidence.
Market comment: Time of reckoning for Mr
Berlusconi? – Nordea
German bond
yields with little changes – US Treasury yields with some upward pressure * Japanese
equities finally with a rebound * US borrowing needs keep falling * Time of
reckoning for Mr Berlusconi? * Economic data releases picking up * Italy to
launch a new 10-year benchmark
Aamukatsaus – Nordea
Ruotsin
talouskasvu todennäköisesti hidastunut Q2:lla * Suomen luottamusluvuissa ei
suuria yllätyksiä
Aamukatsaus – Tapiola (pdf)
Osakemarkkinat eilen loivassa laskussa
hiljaisessa kaupankäynnissä. Tänään julkaisuvuorossa euroalueen
talousluottamus, josta haetaan vahvistusta alueen tilanteen kääntymisestä
parempaan. Osakefutuurit plussalla, indikoiden nousuavausta OMX HEX:iin. 2Q13-tuloskauden
kommentit:
Innofactor, Raute,
QPR. Klo 12.00 Orion.
UNITED STATES
Key factor driving corporate profit margins – Sober
Look
Weekend Sentiment Summary (July Week 4) – The
Short Side of the Long