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Friday, August 11

11th Aug - Bounce from low





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EUROPE
If Macron is not careful, will end up as Francois Hollande 2.0 – BB
The ECB and the euro, from Amsterdam to Sintra – Pictet


UNITED STATES
Fed Taper Brings Risk to Mortgage Bonds Unseen in Treasuries – BB
Dollar Nosedives After Inflation Disappoints For 5th Month In A Row – ZH


OTHER
Quant Funds Stumble As Dumb-Money Disappears – ZH
Stock Bulls Can't Ignore the Junk Bond Slump – BB
What an escalating North Korea conflict could do to financial markets – Nordea

  
REGULARS
Morning Report APACTF
Markets were rattled and the dollar hit an eight-week low against the yen after the US president said 'fire and fury' might not be enough.

FirstFT Daily BriefingFT
Stocks hit by N Korea fears, Google abandons meeting, LSD in Silicon Valley

WSJ CityWSJ
Trump Escalates ‘Fire And Fury’ Threat, City Faces Slowdown Even With ‘Soft’ Brexit

Danske Daily Danske Bank

Eye-OpenerNordea
Markets remain in risk-off mode * Today’s US CPI data warrant heightened attention * Yields driven by safe haven flows * Geopolitics drive FX markets, Scandies strengthen on key figures

Morning Markets TF
Asian equity markets slid on Friday after US president Donald Trump ramped up his warning to North Korea. Investors fled to safe-haven assets and the US dollar dropped against the Japanese yen.

From the FloorTF
Asian stock markets were a 'sea of red' on Friday after US president Donald Trump doubled down on his warning to North Korea and investors stepped up their flight to safe-haven assets. Gold, the Japanese yen and Swiss franc continued to outperform.

Daily Market CommentMarc Chandler
Geopolitical Tensions Remain Elevated into the Weekend

Brussels PlaybookPolitico
Tower envy in Frankfurt — Britain’s unlikely anti-Brexit party — Merkel by the numbers

US PlaybookPolitico
Freedom Caucus to file petition TODAY to bring up clean Obamacare repeal -- RUCKER on Trump, DAWSEY and HULSE on Trump/McConnell –

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
Global Market Rout Spreads: VIX Marches Higher As China Stocks, Currency Plunge

FrontrunningZH


FINNISH
AamukatsausNordea
Tänään saadaan USA:n inflaatioluvut * Tulossa myös euroalueen lopullisia inflaatiolukuja * Ruotsin talous vahvassa vedossa

Onko suitsutus uudesta vahvasta ja yhtenäisestä EU:sta sittenkin pelkkää höpöhöpöä?MTV