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EUROPE
Banks Brace for European
Stress-Test Results on July 29: Q&A – BB
Erdogan Will Need to
Liberalize Turkey to Survive – View
/ BB
Results of the Q3 2016
ECB Survey of Professional Forecasters –
ECB
UNITED STATES
Editorial: Donald
Trump's Dark Vision – View
/ BB
Trump's Still Wooing His
Own Party Faithful – View
/ BB
Why getting stuck
without a job is mostly a matter of bad luck – WaPo
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Nothing new from Draghi; PMIs to
give first post-Brexit indications; equities losing steam * First hint of
impact of Brexit vote on the Euro-area economic outlook * EUR exposed to weaker
PMIs * Bund yields test the 0% again
Morning Markets
– TF
Asian stocks took a breather today
after a week of strong sessions although the falls were relatively limited. All
eyes will be on Europe later as July’s flash PMIs provide a first glimpse into
how the Eurozone is dealing with the uncertainty following Brexit.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Flash PMIs Show Brexit Impact
Localized
Daily Market Comment
– Macro
Man
Friday thoughts
Daily Press Summary
– Open
Europe
French President warns that EU’s
‘four freedoms’ are indivisible but concedes ‘preparation’ necessary before
Article 50 invoked by UK * Survey data points to sharp slowdown in UK economy *
Trump signals he would set conditions for US’ defence of NATO allies * ECB in
‘wait-and-see’ mode following Brexit as Draghi calls for public backstop to
help banks offload bad loans * German business association calls for “balance”
on EU talks with Britain on single market access and reform of free movement * Corbyn:
Referendum result has to be respected *
Luxembourg’s Finance Minister says London could prosper outside the EU *
EU and US at odds on Turkey’s post-coup crackdown * Brazil keen to start free
trade talks between the UK and Mercosur
Brussels Playbook
– Politico
Trump’d dystopian America — Orbán’s
migration posters
US Open – ZH
US Futures Rebound Despite Global
Stock Weakness As USDJPY Ramps Higher
Frontrunning
– ZH
FX Update – TF
The latest news of even larger
potential Japan fiscal stimulus in the pipeline failed to generate much
enthusiasm for JPY selling overnight. EURUSD continues to grind around 1.1000
without conviction after Thursday's drab European Central Bank meeting.
From the Floor
– TF
The European Central Bank's Thursday
meeting offered markets very little to feed on for the time being, and instead
boosted the stakes for action in September. Asian equity markets fell broadly
on Friday.
FINNISH
Aamukatsaus
– Nordea
Lisävaloa
Brexitin vaikutuksista * Tänään euroalueen ostopäällikköindekseistä vihiä
Brexit-äänestyksen vaikutuksista * USA:n teollisuuden luottamus pysyttelee
matalana * EKP julkaisee tänään ekonomistien kyselyn tulokset tulevien vuosien
kehityksestä