Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
MORNING BRIEFINGS
Preliminary Q2 GDP
estimates for Germany and the Eurozone are released today, along with the latest monthly
update on Britain’s employment numbers.
Market Preview: Market Preview: A raft of
European GDP data in focus – TradingFloor
European markets are
expected to open mostly flat on Wednesday. Traders keenly await a slew of
European second quarter GDP data including Germany and the Eurozone for cues on the health of the
region’s economy.
Danske Daily – Danske
Bank (pdf)
Today’s release
of euro area GDP will probably mark the end of six quarters of recession... Bank of England minutes will provide information about the discussion and
voting on adopting the forward guidance linked to last week’s unemployment data.
Market comment: Trend of stronger data
continues – Nordea
Core bond yields rise
on strong numbers * Euro zone data keep positive momentum * Draft shows Germany to reduce bond issuance next year * German
election campaign intensifies * Lockhart hints on tapering * Latest survey
suggests 65% of economists expect tapering in September * Euro zone growth
numbers in focus today * Germany to issue 10-year bonds
Aamukatsaus – Nordea
Euroalueen
taantuma tulossa päätökseen * USA:n kotitaloudet kulutusintoa täynnä * Posiitiviset
talousluvut loivat korkoihin nousupaineita
Aamukatsaus – Tapiola (pdf)
Eilen melko odotettu makrodata USA:sta ja
euroalueelta antoi markkinoille pientä nostetta. Tänään julkaistaan euroalueen
Q2 BKT ennakko - aamun BKT -lukemat Ranskasta ja Saksasta olivat vahvoja. Osakefutuurit
nollassa, indikoiden tasaista avausta OMX HEX:iin. 2Q13-tuloskauden tuloskommentteja:
Finnair, Apetit, Tecnotree ja Tiimari.
EUROPE
Charting the BOE’s Forecasting Accuracy – WSJ
German Economy Grows
More Than Forecast Boosting Recovery – BB
France Posts Best Quarter Since Hollande Took Power – BB
France exits recession, beats second quarter GDP forecasts – Reuters
Europe Growing Again Means Boost for Global Economy –
BB
UNITED STATES
Deutsche Bank Hopes "Not All Margin Calls
Come At Once In Case Of A Sell-Off" – ZH