Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics / FT
Europe Morning MoneyBeat: Weaker Start on Hefty Wall
Street Losses – WSJ
MORNING BRIEFINGS
UK retail sales and two US updates—the NY Fed Manufacturing Index and
industrial production—are among the key numbers to watch in today’s scheduled
economic news.
European markets are
expected to open mostly lower on Thursday. With a light European macro
calendar, traders keenly await a slew of US releases due later today,
especially the consumer price inflation and jobless claims data.
Danske Daily – Danske
Bank (pdf)
Today we get a
lot of US data. The two early releases of regional PMIs for August, CPI,
industrial production
Market comment: Bunds and Treasuries
approaching YTD highs – Nordea
Peripheral bonds
extend gains * Euro zone returns to positive growth * BoE almost united on
forward guidance * US household debt back to 2006 levels * Fed´s Bullard hasn´t
decided on September tapering yet * Yellen favorite for the Fed chair according
to survey * Plenty of US data on the calendar * UK issues 20-year bonds
Aamukatsaus – Nordea
Euroalue ilmestyi
ennätyspitkästä taantumasta * Mikä ihme täällä kasvaa? * Raakaöljyn hinta
nousussa neljättä päivää putkeen
Aamukatsaus – Tapiola (pdf)
Euroalueen odotuksia paremmat BKT-luvut
jaksoivat nostaa vain euroalueen osakkeita. Tänään runsaasti makrodataa USA:sta. Osakefutuurit
nollassa, indikoiden tasaista avausta OMX HEX:iin. 2Q13-tuloskauden
tuloskommentteja: Elecster, Marimekko,
Olvi, Talvivaara, Viking Line. Myöhemmin klo 14.00 Etteplan.