EUROPE
CEPR’s “Europe's Trust
Deficit: Causes and Remedies” – vox
Mario Draghi: The
interdependence of research and policymaking – ECB
Draghi Urges Open-Minded
Central Banking as Economy Changes – BB
Euro zone August
business growth keeps up solid pace – Reuters
Business survey points
to continued euro area strength – Pictet
Eurozone Composite PMI –
Markit
Germany Composite PMI – Markit
France Composite PMI – Markit
UNITED STATES
Trump Threatens
Government Shutdown Over Border Wall Funding – BB
Big U.S. Banks Could See
Profit Jump 20% With Trump Deregulation – BB
The Shape of the
Phillips Curve Should Worry Markets – BB
US Composite PMI – Markit
OTHER
Jackson Hole Previews
from the banks – ZH
The Daily Prophet: Bull
Market In Stocks Is Dependent on CEOs – BB
Alberto Gallo: Central
Banks Need to End QE for the Sake of Markets – BB
Wall Street Banks Warn
Downturn is Coming – BB
Math Geeks Behind ETFs
Scramble to Defend $1 Billion Bonanza – BB
The next quant meltdown –
Institutional
Investor
REGULARS
Morning Report APAC – TF
Stocks are heading higher across Asia in early trading thanks to Wall St.
Easing geopolitical tensions and tax reform hopes lifted US stocks on Tuesday.
Japan's benchmark Nikkei 225 in particular has bounced back following three
days of declines.
FirstFT Daily Briefing – FT
Trump threatens government shutdown, Brexit backtrack, returning to work
WSJ City – WSJ
How the EU Might Influence British Law After Brexit, Miners Are Flush
With Cash Again
Danske Daily – Danske Bank
Eye-Opener – Nordea
Focus on US and European PMI’s, Draghi speaks in Lindau * Italian yields
jump – the curve steepening on supply expectations * The USD strengthens as the
EURUSD falling back below 1.18
Morning Markets – TF
Asian shares rallied on Wednesday when Japan's Nikkei rebounded from
three days of losses with a boost from Tuesday's gains on Wall Street as US
political tensions took a back seat for a change. The US dollar firmed against
Asia-Pacific currencies with markets keenly awaiting the Fed's August 24-26
Jackson Hole gathering of central bankers.
From the Floor – TF
US stocks led Asia higher overnight as investors revived dimming hopes of
Trump-led tax reform in the US. Meanwhile, markets are subdued ahead of the
Jackson Hole summit with the bias being towards no new hawkish comments.
Daily Market Comment – Marc Chandler
How will Yellen Address Fostering a Dynamic Global Economy?
Brussels Playbook – Politico
UK’s big Brexit push continues — Spanish unity in face of terror (for
now)
US Playbook – Politico
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
Stocks Slide After Trump Threatens Government Shutdown Over Wall Funding,
Killing NAFTA
Frontrunning – ZH
FX Update – TF
New hopes that US president Donald Trump can move forward with policy
helped engineer a significant recovery in US equities yesterday with the US
dollar also firm though traders remain wary of an upcoming budget ceiling
showdown.
FINNISH
Aamukatsaus – Nordea
Jackson Hole
liikuttaa markkinoita * Euroalueen reuna-alueiden korot nousivat eilen Italian
johdolla * USD vahvistui muita päävaluuttoja vastaan * Suomen työttömyysasteen
trendi kääntyi laskuun
Suomi luopui omasta järjestelmästä: eroaminen eurosta vaikeutui huomattavasti – TalSa
How to leave the Eurozone: The case of Finland – EuroThinkTank
How to leave the Eurozone: The case
of Finland – HuffPost