Google Analytics

Monday, June 5

5th Jun - Post-terror dullness, busy week





Follow ‘MoreLiver’ on Twitter


EUROPE
Euro Shrugs off European Banking Woes – Marc Chandler


UNITED STATES
New eBook: Economics and policy in the Age of Trump – voxeu
Economics and policy in the Age of Trump – voxeu


OTHER
A "Geopolitical Earthquake": Saudi Alliance Cuts All Ties With Qatar – ZH
The Answer To El-Erian's Quandary: It's "A Perfect Storm" Melt Up – ZH
A Couple of Thoughts (Trump, China) – Ray Dalio

  WEEK AHEAD
Macro Monday: UK elections and terrorism in spotlight – TF
The UK is in focus following the weekend's terrorist attack and Thursday's election. The Conservatives appear to be losing momentum on Theresa May's performance. Also top of mind is the Fed's June 14 rate decision.

Comey testimony, Persian Gulf and UK election this week’s political risks – BB
ECB Meeting and UK Election Key Drivers in Week Ahead – Marc Chandler
Key Events In The Coming Week: Thursday Turmoil Trifecta – ZH
FX weekly: heating up – Nordea


REGULARS
Morning Report APAC – TF
Asian markets opened mixed as traders digested the terror attack in the UK. The GBP was the only non-performing currency against the USD following the attack and ahead of this week's election.

FirstFT Daily Briefing – FT
London raids, Qatar cut off, California’s green rush

WSJ City – WSJ
Markets Steady After London Attack, Unsophisticated Terrorism Proves Hard to Thwart

Danske Daily – Danske Bank

Eye-Opener – Nordea
Weak payrolls, June hike likelihood 80%, ECB meeting on Thursday * Big week ahead: ECB and UK elections * Eurodollar curve merely pricing in 29bp in 2018Brent above 50 USD/barrel

Daily Market Comment – Marc Chandler
US Dollar Starts Important Week Mostly Stable to Higher

Brussels Playbook – Politico

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
Qatar Crashes In Escalating Gulf Crisis; Oil Fails To Rebound As Global Stocks Dip

Frontrunning – ZH


FINNISH
Aamukatsaus – Nordea
Torstai on toivoa täynnä * Odotamme EKP:n neuvoston muuttavan ohjeistustaan ja riskiarvioitaan torstaina * Theresa Mayn johtoasema mielipidemittauksissa on kaventunut viime aikoina * Norjan inflaatio alitti keskuspankin ennusteen