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EUROPE
Editorial: Italy's
Migrant Crisis Is Europe's Problem – BB
Muddling through- The
impact of European crises on Euroscepticism – Open Europe
ECB Officials Disagree
on How Much Is Too Much for Stimulus Plan – BB
Schäublenomics – FT
UNITED STATES
FEDERAL
RESERVE
Fed’s dilemma: low
unemployment and inflation at the same time – Danske Bank
Slower US inflation
isn’t just the result of “transitory” factors – FT
Monetary Policy Report –
FED
Fed Warns
"Valuation Pressures Have Increased Further" – ZH
OTHER
Monthly Investment
Strategy Highlights, July 2017 – Pictet
BofA: "Massive
Market Inflection Point Coming This Summer: Will Lead To Fall Crash" – ZH
Deutsche: Visualizing "Conundrum 2.0": This Is What The
Fed Is Missing – ZH
Deutsche
Sees Trouble Ahead for the World's ‘Frothy’ Stock Markets – BB
Q2 Earnings Preview: After
Strong Q1 Guidance, Weakness In Q2 – ZH
FX Strategy: G10 MEVA: EUR/USD
gravitational pull kicks in – Danske
Bank
Macro Monday: Here comes
the USD – TF
SocGen
Asks: "Is It Groundhog Day, Or Goldilocks And The Three Bears?" – ZH
The
125 most important finance people you have to follow on Twitter – BI
REGULARS
Morning Report APAC – TF
Asia stockmarkets have followed the US lead in early trading shrugging
off fears of bond devaluations across the globe and moving higher this morning
using US jobs data as the impetus
FirstFT Daily Briefing – FT
Brexit bill backlash, Lake District’s heritage stamp, art of being fired
WSJ City – WSJ
Low Inflation Vexes Central Banks, Stick With European Stocks as Bonds
Wobble
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
G20 agreed to disagree, inflation numbers awaited, JPY weaker * Important
inflation data this week * Or will Yellen steal the show? * G20 compromise of
little importance
Morning Markets – TF
Asia-Pacific equity markets rose broadly on Monday with help from a
higher Friday close on Wall Street and signs of stabilising oil prices. The
Japanese yen weakened through 114 to the US dollar.
From the Floor – TF
Precious metals prices are headed sharply lower as bond yields continue
to rise with Saxo commodities head Ole Hansen pointing to the March low of
$1,195/oz as the key level to watch in gold. Meanwhile, Fed chair Janet Yellen
prepares to testify before Congress midweek.
Daily Market Comment – Marc Chandler
Firm Dollar Tone may be Challenged by Softer Yields
Brussels Playbook – Politico
G20 hangover — May relaunches amid plots — Eurogroup agenda
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
Global Stocks Rise Amid Strong Economic Data; Yen Drops To 2 Month Low As
Oil Resumes Slide
Frontrunning – ZH
FX Update – TF
The slow unwinding of the era of great monetary policy excess continues
as the Bank of Canada will be the first central bank among the G10 currencies
to join the Fed in hiking rates when it meets on Wednesday. Fed chief Janet
Yellen's testimony to Congress will be another closely watched event this week.
FINNISH
Aamukatsaus – Nordea
Päähuomio inflaatiossa - tällä viikolla tulossa useiden
maiden inflaatiolukuja | USA:n työmarkkinaraportti oli kaksijakoinen | Tänään
julkaistaan euroalueen sijoittajien luottamus