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EUROPE
Rogoff: The Eurozone
Must Reform or Die – Project
Syndicate
Rogoff: How Long Can the
Eurozone Survive Without Greater Integration? – Project
Syndicate
UNITED STATES
U.S. consumer prices,
retail sales weaken in May – Reuters
FEDERAL
RESERVE
Fed raises rates,
unveils balance sheet cuts in sign of confidence – Reuters
Yellen Doubles Down on
Bet Hot Job Market Stokes Inflation – BB
How the June Statement
Changed From May – WSJ
FOMC Delivers
"Dovish Hike", Lays Out Plans For Balance-Sheet Unwind – ZH
Bank Stocks, Dollar Jump
As Fed Sends Yield Curve Tumbling Near 10-Year Lows – ZH
Balance Sheet
"Normalization": Reduce Reinvestments By $10BN/Month – ZH
Goldman's Take On The
FOMC: Taper In September, Next Rate Hike In December – ZH
Fed’s Dot Plot at Odds
With Trader Views – WSJ
See Markets React to the
Fed in 8 Charts – WSJ
A more detailed look at
the Fed’s balance sheet plan – FT
Federal Reserve Strategy
Intact – Marc
Chandler
Hawkish Fed rate hike
with plan to shrink balance sheet – Nordea
OTHER
Tech tantrum shows how
US equities trading has changed – FT
REGULARS
Morning Report APAC – TF
Markets focus on China data and the FOMC meeting later today with any
clues for future policy.
FirstFT Daily Briefing – FT
Anbang chairman detained, Singapore’s first family feud, surviving life
at the back
WSJ City – WSJ
EU ‘Door Remains Open’ to U.K., Investors Eye Fed, Huge London Fire
Danske Daily – Danske Bank
Eye-Opener – Nordea
Risk-on – Wall Street set records * Fed set to raise rates again –
today’s CPI prints important for Fed’s guidance * Risk on mode across markets *
USD awaiting Fed tonight. CAD rose yet again on hawkish comments
Morning Markets – TF
Tuesday's Wall Street session saw the US tech sector bounce back from the
two-session 4% rout that started last Friday. The momentum carried forth into
Asia where tech shares caught a bid most notably Nintendo which gained 3.1% on
the back of new games releases.
Daily Market Comment – Marc Chandler
In the Run-Up to the FOMC
Brussels Playbook – Politico
Beware sherpocracy — New EU politics podcast — Finland flip
Five Things You Need to
Know to Start Your Day – BB
10 things you need to
know before the opening bell – BI
US Open – ZH
"FOMC Drift" In Full Effect As Global Stocks Rise; S&P
Futures Hit New Record; Oil Slides
Frontrunning – ZH
FX Update – TF
The market views today’s FOMC meeting with little anticipation making it
easy for the Fed to surprise if it wants to particularly if it chooses to shrug
off recent soft data and fails to deliver the expected dovish downshift. But
we're not holding our breath.
FINNISH
Aamukatsaus – Nordea
Lunastaako Fed
odotukset? * USA:n keskuspankin Fedin odotetaan nostavan korkoja tänään * Tänään
julkaistaan USA:n toukokuun pohjainflaatio * Brexitin vaikutukset alkavat näkyä