Roundups
News roundup – Between The
Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Asia Morning MoneyBeat: Now This is How You Kick
Off a Month – WSJ
Europe Morning MoneyBeat: Waiting for Payrolls – WSJ
MORNING BRIEFINGS
US payrolls are
expected to show a strong reading after yesterday's ISM Manufacturing Index.
With some luck, consumer spending and factory orders will do the same and steer
the Fed towards an early tapering scenario.
Market Preview: US non-farm payrolls grabs
attention – TradingFloor
European markets are
likely to open higher on Friday. Investors will keep an eye on a slew of US macro releases due later today, especially the
US non-farm payrolls report.
Danske Daily – Danske
Bank (pdf)
ECB will announce
the weekly repayment of the 3Y LTRO, which is likely to attract attention as
excess liquidity continues to fall towards the EUR200bn mark... We expect total payrolls to gain 175,000 in July and private job growth to
reach 185,000... Fed’s Bullard speaks on the US economy.
Market comment: Payrolls the name of the game
today – Nordea
Treasuries with a
big sell-off – payrolls with the potential to reverse that * Equities with big
gains and the positive momentum likely to continue * ECB retains an easing bias
– slightly more positive on the economy * US ISM surges higher – jobless claims
beat expectations * Berlusconi convicted – ban on politics not confirmed * Euro-zone
confidence data continues to improve * UK economy picking up steam * The
stability in payrolls numbers cannot continue
Aamukatsaus – Nordea
EKP toimi
odotetusti – markkinat eivät * Painokoneet seis – ISM ylitti odotukset * Dollari
vahvistui positiivisesta jenkkidatasta
Aamukatsaus
– Tapiola
(pdf)
Globaalin teollisuuden kiihtymisestä kertovat
ostopäällikköindeksit selvässä nousussa. Yhdessä keskuspankkien elvyttävän
linjan kanssa tukevat osakemarkkinoita. Markkinan suunta: Positiivinen makrodata lennätti osake- ja
hyödykemarkkinaa, S&P 500 nousi yli 1 700 pisteen. Globaalissa
ostopäällikköindeksissä voimakas toipuminen, myös ”HEX” PMI yli 50 tason. Tänään
julkaistaan USA:n työmarkkinaraportti. Osakefutuurit plussalla, indikoiden
nousuavausta OMX HEX:iin. 2Q13-tuloskauden kommentit: Affecto, BioTie
Therapies, Fiskars, Metsä Board, Nurminen Logistics, Sponda.