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EUROPE
The portfolio
rebalancing effects of the ECB's asset purchase programme – voxeu
OTHER
Some quick chart porn – Macro Man
Goldman: S&P, VIX, credit
suggest period of price correction has begun – ZH
One View of S&P 500
Retreat Is It's Stocks Catching Up With Junk – BB
Dalio’s Quest to Outlive
Himself – BB
NORTH
KOREA
Trump Goes With His Gut
to Shake Up Strategy on North Korea – BB
Here's One Take on How
War in Korea Would Impact the World Economy – BB
South Korea, Japan Warn
Kim Against Firing Missile at Guam – BB
What the U.S. Military
Does on Guam and Why North Korea Cares: Q&A – BB
What War Between North
Korea and the U.S. Might Look Like – BB
Donald Trump takes a
‘try everything’ approach to North Korea – FT
What War With North
Korea Could Look Like – ZH
America Is Not Ready for
a War in North Korea – The
Atlantic
How to Deal With North
Korea – The
Atlantic
Sanctions on North Korea
Inc. Hit Kim’s Secretive ‘Office 39’ – BB
It's Hard to Price an
'Extinction Event' Like a North Korea War – BB
Trump Dials Up Warning
to North Korea on Hitting U.S. Allies – BB
REGULARS
Morning Report APAC – TF
Donald Trump's use of strong language over North Korea sparked a risk-off
tone to trading on Wall St yesterday. But that abated somewhat following more
measured comments from the Secretary of State.
FirstFT Daily Briefing – FT
Guam strike plan, Snap results, the billionaire space race
WSJ City – WSJ
European Stocks Face Headwinds, U.S. Dials Back Korea Rhetoric, Glencore
Back in Profit
Danske Daily – Danske Bank
Eye-Opener – Nordea
Risk-off due to North Korea, focus on NOK inflation * Lower core rates * EUR/CHF
drops like a stone
Morning Markets – TF
Asian equities slipped on Thursday though fears of a conflict between the
US and North Korea went off their intense boil after a flare-up in which the
two sides exchanged stern warnings. US officials sought on Wednesday to ease
tensions after president Donald Trump warned North Korea that threats to the US
would be met with 'fire and fury'.
From the Floor – TF
Precious metals prices have risen, with gold hitting an eight-week high,
as fears of a conflict between the US and North Korea linger despite US
officials' efforts to downplay the war of words between president Donald Trump
and the North Korean regime.
Daily Market Comment – Marc Chandler
Tensions Remain Elevated, Dollar Firms
Brussels Playbook – Politico
UK launches Brexit charm offensive — Egg blame game continues
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
World Markets Slide Spooked By Latest N.Korea Statement; Dollar, Gold,
Oil Jump
FX Update – TF
The market tried to brush aside the latest bout of rhetorical exchanges
over North Korea but has stumbled again keeping the Japanese yen elevated and
the US dollar relatively strong elsewhere. The kiwi was smashed lower overnight
as the Reserve Bank of New Zealand made explicit noises on a move toward
intervention if it doesn't get a needed lowering of the exchange rate.
FINNISH
Aamukatsaus – Nordea
Suurimmat osake-indeksit laskussa * Norjassa ja Tanskassa
julkaistaan heinäkuun inflaatiolukuja * Korot laskussa Yhdysvaltain ja
Pohjois-Korean suhteiden kiristymisen seurauksena
Pohjois-Korean yllättävät talousrakenteet lisäävät
epävakautta – Nordea
Tuottavuus suhdanneluonteisesti nousussa – Roger
Wessman