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EUROPE
Italy's Bank Bailout
Serves German Interests Too – BB
Are we already seeing
unwarranted tightening? – ABN
AMRO
Germany : Selected
Issues – IMF
Germany: Spend More At
Home – IMF
UNITED STATES
FEDERAL
RESERVE
Tim Duy: The Fed Is Losing
Focus of Its Primary Mandates – BB
Fed Shouldn't Be
Fighting the Last War – BB
JUNE
JOBS
June Payrolls Preview:
With The Fed On Autopilot, You Can Skip This One – ZH
June Payrolls Rise 222K,
Beat Expectations, But Hourly Earnings Disappoint – ZH
U.S. Hiring Accelerates
While Wage Growth Stays Flat – BB
U.S. job growth
accelerates in June, but wages continue to lag – Reuters
June Jobs Report – The
Numbers – WSJ
The June Jobs Report in
10 Charts – WSJ
Comment: A Solid
Employment Report – Bill
McBride
OTHER
The
Stock Market Has Entered Bizarro World – BB
Blame
the French for the Latest Selloff – BB
Ray
Dalio: The Central Bank Era Is Ending "So Let's All Thank Them" – ZH
Bond
Rout Sounds Warning for Equities That Higher Rates Can Hurt – BB
Oil
prices plummet 3 percent on oversupplied market – Reuters
REGULARS
Morning Report APAC – TF
The trend towards rising yields throughout the world is almost certainly
going to have an effect on Asian share markets this morning as the big US and
European indices fall overnight under the same weight
FirstFT Daily Briefing – FT
G20 begins, Cirque du Soleil’s next act, UK business courted
WSJ City – WSJ
Fears Over ‘Goldilocks’ Economy, U.K. Business Urges Single Market
Transition
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Bonds take a beating, equities lower, EUR surges, NFP will be scrutinized
* All eyes on the US employment report * 10-year Bund yield spikes breaking
0.5% hitting 0.56% intraday * The EUR strengthens approaching YTD highs
Morning Markets – TF
The global selloff in government debt is making its presence known in
equity markets which slid essentially across the board into today's European
bell. Meanwhile US trade policies are in focus after president Trump took a
hard nationalist line in his Warsaw speech.
From the Floor – TF
European yields surged on Thursday, with the 10-year bund yield breaking
above 50 basis points, and the weakness in bonds spilled over into equities and
strengthened the euro.
Daily Market Comment – Marc Chandler
Taper Tantrum 2.0 Dominates
Brussels Playbook – Politico
G20 kicks off — Juncker apologizes — Trump in Europe, Take 2
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
Bond Rout Fades With Futures Flat Ahead Of Payrolls; Pound, Yen, Oil
Tumble
Frontrunning – ZH
FX Update – TF
The euro is back on the across-the-board rally track as German bund
yields cross above key levels. Today’s US jobs report and the G20 summit
headline today’s agenda. Could a strong US jobs report aggravate the selloff in
bonds and equities?
FINNISH
Aamukatsaus – Nordea
Tulossa USA:n työmarkkinaraportti | Korot nousussa, pörssit
laskussa | Dollari heikkeni euroa vastaan