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EUROPE
Italian Banks and
Government Bonds - Fears of “Doom Loop” resurface – Wolf
Street
ECB Preview: Draghi
needs to find a balance – ABN
AMRO
UNITED STATES
El-Erian: Jamie Dimon Is
Right to Raise the Alarm – BB
OTHER
What Milton Friedman Got
Right, and Wrong, 50 Years Ago – BB
There Is No U.S. Wage
Growth Mystery – Moody’s
SocGen: Lethargy Is
Creeping Into FX Markets – ZH
Summer 2017 Thoughts – Macro,
Credit, FX Markets
How to Think Like an
Economist – Bradford
DeLong
Key Events In The Coming
Week: The Summer Doldrums Arrive – ZH
Morgan Stanley: Market Distorted, Fed Being Forced Into A Pain Trade – ZH
Morgan Stanley: Market Distorted, Fed Being Forced Into A Pain Trade – ZH
Macro Weekly: Yellen's
clever plan on track – TF
Holiday recap: while you
were away – Nordea
REGULARS
Morning Report APAC – TF
Most Asian markets have headed higher today with the exception of the ASX
which has lost ground and the Tokyo Stock Exchange which is closed today. The
Hang Seng index has surged sharply higher. Market watchers will carefully
scrutinise China data due out today.
FirstFT Daily Briefing – FT
Brexit round 2, property buoys China GDP, Winnie the Pooh censored
WSJ City – WSJ
Signs of a ‘Softer’ Brexit, ITV Hires easyJet CEO
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Focus turns to Draghi this week * China data topped expectations * US
data denting USD
Morning Markets: USD
ails after weak data – TF
The US dollar index hit a 10-month low in Asian trading on Monday after
subdued US retail and inflation readings on Friday put the greenback in the
doghouse. China's second-quarter GDP grew 6.9% year-on-year beating analysts'
average estimate of 6.8%.
Daily Market Comment – Marc Chandler
Markets Mark Time, Dollar Consolidates Losses
Brussels Playbook – Politico
Brexit negotiations — Polish court reforms — Serbia and China
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
Sleepy Overnight Session Interrupted By Chinese Market Turmoil
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
Huomio EKP:n kokouksessa * Yhdysvaltojen pohjainflaatio
odotuksia heikompi * Suomen kesäkuun inflaatio julki * USA:n 10-vuotinen
laskussa