Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Asia Morning MoneyBeat: Stocks Rebound But Oil,
Currencies Still Volatile – WSJ
Europe Morning MoneyBeat: Focus Turns Back to
Economic Data – WSJ
MORNING BRIEFINGS
An update on business
sentiment in France, followed by a report on Germany’s unemployment and a revision for US GDP in
the second quarter are on the shortlist of key numbers to watch today.
European markets are
expected to open weaker Thursday. Traders will keep an eye on the unemployment
report in Germany and a raft of US macro releases due later today, particularly
the second quarter US GDP which is likely to show an upward revision.
Danske Daily – Danske
Bank (pdf)
The situation in
Syria as well as the crisis in the emerging markets continue to be the main
focus.
Core bond yields
rebound – Syria continues to cause uncertainty * Selling pressure easing on the
equity markets * US pending home sales retreat – mortgage rates continue to
increase * Pressure on Italian government easing – risks remain * More gloomy
credit data from the Euro zone * BoE’s Carney not too worried about the recent
market moves * Finnish bonds with performance potential, as new supply digested
*US jobless claims, upward revisions to GDP and central bank speeches… * New Italian
5-year benchmark out today
Aamukatsaus – Nordea
Lainatako vai
eikö lainata? * USA:n asuntomarkkinat vetävät henkeä * Suomi laski liikkeeseen
uuden velkakirjan
Aamukatsaus – Tapiola
(pdf)
Tutkimme suomalaisten syklisten ja
defensiivisten yhtiöiden tuloskehitystä ja arvostusta. Ennakoimme syklisten
yhtiöiden tulosennusteiden käännettä, mikä tukisi näiden osakkeiden
kurssikehitystä. Markkinan suunta: Osakemarkkinoiden
tunnelmat tasaantuivat eilen, öljyn nousu tuki energiasektorin osakkeita. Osakefutuurit
nollassa, indikoiden tasaista avausta OMX HEX:iin.