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UNITED STATES
US retail sales solid in
June, very strong in Q2 overall – Pictet
Retail Sales increased
0.6% in June – Bill
McBride
US Industrial Production
Declines For 10th Straight Month – ZH
Fed: Industrial
Production increased 0.6% in June – Bill
McBride
US consumer expectations
tumbles to 2-year lows – ZH
Key Measures Show
Inflation close to 2% in June – Bill
McBride
U.S. retail sales,
industrial output data suggest strong Q2 GDP growth – Reuters
Retail Sales in U.S.
Climb More Than Forecast in Broad Advance – BB
Consumer Prices in U.S.
Increased in June as Fuel, Rents Climbed – BB
Consumers Share the
Wealth as U.S. Demand Broadens Beyond Autos – BB
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Terror strikes France again * Chinese
GDP grew a bit more than expected * USD/JPY breached 106
Morning Markets
– TF
The Bastille Day terror attack in
Nice has cast the deepest of shadows over markets as the existential threat to
our values and way of life mounts.
Euro wrap-up – Daiwa
Sterling and Yen Remain Key Drivers
in FX
Daily Market Comment
– Macro
Man
A Carney-to-English dictionary
US Open – ZH
Global Stock Rally Halted In
Aftermath Of Latest French Terror Attack
Sure we have an extension of the JPY
cross rally and an interesting development or two around the periphery of this
market but much of the action looks like summer doldrums creeping back into the
market even if we’ll stay far from the 2014 lows in volatility.
From the Floor
– TF
France has extended a national state
of emergency and is mourning her dead after last night's terrorist atrocity in
Nice while elsewhere in Europe life continues as normal. Saxo Bank's
statategists speaking on their regular morning conference call report that
markets are largely unaffected by the attack.
FINNISH
Aamukatsaus – Nordea
BoE leikkaa
korkoa elokuussa * Kiinan BKT-kasvu ylitti odotukset * Punta vahvistui eilisen
korkopäätöksen seurauksena * Tänään julkaistaan USA:n inflaatio ja
vähittäismyynti