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Tuesday, June 6

6th Jun - Sell-off ahead of risky-Thursday





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EUROPE
The ECB’s words, bund limits and a closer UK election – ABN AMRO
ECB Preview: Hawkish tone but tightening far out – Danske Bank
ECB preview: Small steps towards the exit – Nordea

U.K. Election Night: An Hour-by-Hour Guide – BB


OTHER
The $1bn hostage deal that enraged Qatar’s Gulf rivals – FT
SocGen angered by "stupidly strong" JPY and US yield correlation – ZH
 
 
REGULARS
Morning Report APAC – TF
Asian markets opened lower following a soft lead from Wall St. Markets were also digesting the news of a diplomatic rift between Qatar and several other Middle Eastern states.

FirstFT Daily Briefing – FT
Terror suspects identified, Apple unveils HomePod, Banksy probe

WSJ City – WSJ
Politics, Not Terrorism, Should Matter Most to Markets, UK Retail Sales Slide

Danske Daily – Danske Bank

Eye-Opener – Nordea
Dollar weaker, equities under pressure, UST yields lower * Euro-area retail sales and Norwegian house prices * The 10-year Bund yield ends higher on a slow day * USDJPY falls below 110

Morning Markets – TF
The US dollar softened and Asia-Pacific shares slipped on Tuesday as investors grew cautious after US stocks ended a glum Monday session lower. Crude oil prices also fell on persistent supply glut worries. Australia kept interest rates steady.

From the Floor – TF
Gold prices have broken north of a long-term downward channel in place since 2011 on multiple risk factors including last week's soft US jobs report, the London terror attack, and Qatar's diplomatic crisis.

Daily Market Comment – Marc Chandler
Yen Propelled Higher

Brussels Playbook – Politico
Spotlight turns to May’s security record — Poland bearish on Macron

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
Gold Surges, Global Stocks Slide As "Super Thursday" Risks Loom

Frontrunning – ZH

FX Update – TF
The Japanese yen has blasted stronger across the board in this odd environment of lower bond yields and high complacency. But the focus this week is on a trio of significant events on Thursday: the UK election a pivotal ECB meeting and testimony to the US Senate from former US FBI director Comey.


FINNISH
Aamukatsaus – Nordea
Ostovoima kikyn kurituksessa * Euroalueen vähittäismyynti saattaa heiketä inflaation kiihtymisen vuoksi * Japanin jeni vahvistuu suhteessa dollariin * Poliittinen epävarmuus ei haitannutkaan öljyn hintaa


Tyytymättömyyden Siemenet – Mistä populismi tulee? – EVA
Protesti meissä kaikissa – EVA
Joka neljäs voisi äänestää äärikansallista populistipuoluetta – Verkkouutiset