News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Europe Morning MoneyBeat: Stocks Seen Helped by
Nikkei Gains – WSJ
MORNING BRIEFINGS
UK inflation, Germany’s ZEW economic sentiment and US retail sales are on the shortlist of numbers
to watch today.
Market Preview: Eyes on European ZEW survey and
US retail sales – TradingFloor
European markets are
expected to open firmer Tuesday. Traders keenly await today’s German ZEW
sentiment indices which are likely to show an improvement for August. Also,
today's EU industrial production and US retail sales data will be keenly eyed.
Danske Daily – Danske
Bank (pdf)
Today’s most
interesting release is US retail sales for July.... Euro area industrial production is estimated to show a 0.4 % m/m increase
in June
Bond yields
creeping higher * Asian equities higher on Abe tax cut plan * Greece budget
figures better than expected * Germany will see less issuance in 2014 * US and
UK figures in focus today * Issuance activity still low
Aamukatsaus – Nordea
Kreikan lama
hellittää, mutta velkajärjestelyä ei estä mikään * Poliittinen kaaos vai
business as usual * Öljylle tukea Libyan levottomuuksista
Aamukatsaus – Tapiola
(pdf)
Cramo julkisti aamulla odotuksia vahvemmat
luvut ja oli näin rakennussektorin valopilkku 2Q:lla SRV:n ohella, jonka
tulosparannus tuli kuitenkin pitkälti myynti- ja arvostuseristä johtuen. Markkinan
suunta: Osake- ja hyödykemarkkinoilla eilen rauhallinen päivä ilman merkittävää
uutisvirtaa. Tänään makrokalenterissa USA:n vähittäismyynnin ennakko. Osakefutuurit
nyt aamulla plussalla, indikoiden nousuavausta OMX HEX:iin. 2Q13-tuloskauden
tuloskommentteja: Cramo, Digia ja
Raisio.
EUROPE
A guide to the German election: Four more years
for Angela? – Nordea
(pdf)
Summary here.
One of the factors
underpinning renewed confidence in the UK economy is the belief that the crisis in Europe is now essentially over.
UNITED STATES
Larry Summers' record should rule him out of
the Fed chairmanship – The
Guardian
ASIA