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Wednesday, August 19

18th Aug - UK inflation scares - why?



Previously on MoreLiver’s:

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EUROPE
  UK INFLATION
Inflation Quickens as Core Rate Rises to 5-Month High – BB
Inflation likely to remain very low in coming months despite July – Danske Bank

  GREECE
Greek Deposits Become Eligible For Bail-In On January 1, 2016 – ZH
Third Greek Bailout likely to overcome national hurdles – Open Europe
Greece Countdown: How Europe Votes on the New Bailout – BB
German lawmakers debate Greek bailout, Merkel faces rebellion – Reuters


UNITED STATES
Some Thoughts On Productivity And The FedTim Duy
Fed policy increasingly reflects the view that the productivity growth slowdown is real. We see it in falling estimates of potential GDP growth, falling expectations for the terminal federal funds rate, and now we see it as a reason to anticipate low wage growth.

Hilsenrath Warns Fed Is Out Of Ammo, "Policy Makers Resorting To Backup, Backup Plans"ZH


ASIA
China shadow banks appeal for government bailout – FT
China stock plunge casts doubt on efficacy of government rescue – FT
  

OTHER
Correlated risk? Or opportunity? - Adam Grimes


REGULARS
Morning MoneyBeat AsiaWSJ
U.S. Stocks Brush Off Fresh Sign of Weakness

Morning MoneyBeat EuropeWSJ
Chinese Turmoil Keeps Global Investors Cautious

Morning MoneyBeat USWSJ
Are Mid- To High-Single Digit Returns Realistic?

Danske DailyDanske Bank

Euro rates updateNordea

Eye-OpenerNordea
US Empire tumbles to lowest since 2009 * Equities mixed * UK CPI to remain at zero * German and US yields fall further * Rebound in brent price send EUR/NOK lower

Morning MarketsTF
While the UK economy is gathering momentum – the UK economy is expected to expand by 2.5% this year, according to this month’s GDP estimate from the National Institute of Economic and Social Research – CPI numbers today could indicate if price weakness is taking hold.

Daily FX CommentMarc Chandler
Firmer Inflation Lifts Sterling, Chinese Stocks Stumble, Yuan Steady

Daily ShotTF
Last week's Greek GDP report surprised to the upside. What does that say about the next quarter's GDP?

Daily Press SummaryOpen Europe
Schäuble calls on his party to back the third Greek bailout in stark U-turn *
Cameron to embark on another EU tour ahead of party conference * Handelsblatt: Germany to expect a record high of 750,000 refugees this year * Six parties could make it into the next Polish parliament setting stage for complicated coalition talks * Commission to propose easier capital rules for securitisations * Minsk accord at risk of unravelling amid renewed fighting in eastern Ukraine

US OpenZH
China Stocks Crash, More Than Half Of Market Halted Limit Down; PBOC Loss Of Control Spooks Global Assets

FrontrunningZH

FX UpdateTF
Traders are struggling for a reason to watch the market at the moment as the range doldrums continue. GBP eyes today’s UK CPI release and whether this has any bearing on shifting the anticipation lift-off timing from the BoE.

From the FloorTF
Today's markets appear as a strangely calm archipelago amidst a planet of stormy seas. With emerging markets in turmoil and the Shanghai Composite in fee-fall mode, one might expect volatility across asset classes, but for FX, equities and even crude oil, it appears to be business as usual.


FINNISH
AamukatsausNordea
Japani joutuu etsimään kasvumoottoria kotimaasta * New Yorkin alueen teollisuuden luottamus romahti * Britannian inflaatio pysyy nollan tuntumassa * Euroalueen kauppataseen ylijäämä paisui entisestään
  
Mika Koskinen: Yhteiskuntasopimus on yhtä tuskaaIS
Suomi on tehnyt lähes kaikki mahdolliset virheet talous- ja rahaliitossa eikä ilman ulkoista pakkoa maassa tunnu tapahtuvan mitään.