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Goldman Warns Of Rising
"Shock" Risk To Risk Parity Investors – ZH
Goldman Sachs On What
Happens Next - Recession, War, Or Goldilocks – ZH
War or Recession Might
Be Needed to Break Low-Vol, Goldman Says – BB
Citi's Sentiment
Indicator Crashes, And Four Other Things That Scare The Bank – ZH
REGULARS
Morning Report APAC – TF
The USD hit its highest level in seven weeks against the yen following
the better-than-expected ISM manufacturing data.
FirstFT Daily Briefing – FT
Nasdaq’s $123.47 puzzle, N Korean missile, Nike’s near-perfect marathon
WSJ City – WSJ
Hammond Says UK Must ‘Hold Nerve’, The Simple Maths of Bond Investing
“Best of the web” charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Equities and yields up on ISM, Riksbank sidelined today, North Korean
missile test * The Riksbank to stay sidelined today * Strong ISM pushes yields
higher * The USD strengthens on ISM, JPY weakens on LDP election loss in Tokyo
Morning Markets – TF
Asian shares shrugged off a Nasdaq glitch that temporarily reset an array
of stock prices but geopolitical tensions are in focus after a North Korean
missile test infringed on Japan's exclusive economic zone.
From the Floor – TF
US bourses are closed today, providing a key opportunity to scrutinise
local indices while they stand still. The Nasdaq, it seems, is in correction
mode as tech stocks lead the charge lower.
Brussels Playbook – Politico
ECB’s boost to multinationals — UK’s EU battlegroup — Rogue MEP trips
US Open – ZH
Global Stocks Rebound From N.Korea ICBM Jitters; US Markets Closed For
"Amexit Day"
FINNISH
Aamukatsaus – Nordea
Jatkuuko haukkamaisuus? * Riksbank kokoustaa tänään *
Yhdysvaltojen ISM-indeksi vahvistui * Yhdysvaltojen markkinat tänään kiinni