Follow ‘MoreLiver’ on Twitter
EUROPE
The ECB and the rising
euro – ABN
AMRO
The German election:
What you need to know – Nordea
German Elections: Next
euro area election unlikely to rock the boat – Danske
Bank
European banks 10 years
after the start of the financial crisis – Deutsche
Bank
UNITED STATES
Tax Reform and Budget
Deficits in America – Project
Syndicate
OTHER
Another wave of
escalation in North Korean crisis – Danske
Bank
Two Overlooked Takeaways
from Draghi at Jackson Hole – Marc
Chandler
Bank of America;
"This Could Get Ugly, We Think" – ZH
REGULARS
Morning Report APAC – TF
Yet another ballistic missile launch this time over Japan has entered the
equation this morning ruffling markets throughout the region. As ever only the
JPY and gold advance in such circumstances
FirstFT Daily Briefing – FT
NK missile overflies Japan, Brexit gloves come off, Burning Man’s
hyper-efficiency
WSJ City – WSJ
North Korea Missile Rattles Markets, No Brexit Breakthrough, Service
Sector Sees Profit Squeeze
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Renewed low risk appetite on North Korea worries * Another day – still no
important data or events * Risk off – lower treasury yields, lower USD/JPY
Morning Markets – TF
Jittery Asian investors sold off shares and flocked to safe havens today
after North Korea ratcheted up global tensions by test firing a missile over
neighbouring Japan.
From the Floor – TF
North Korea escalated fears of a conflict by test launching a missile
over Japan, sparking a flight to perceived safe-haven assets and knocking Asian
stock markets. Meanwhile, estimates of the damage from tropical storm Harvey,
which has caused disastrous flooding in Texas, are climbing as high as $100
billion.
EU’s macho time warp bank — Brexit Groundhog Week — North Korea missile
test
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
European Stocks Tumble To 6 Month Lows As Euro Surges Above 1.20; VIX,
Havens Surge
Frontrunning – ZH
FX Update – TF
In Texas devastation from Hurricane Harvey could force a quicker raising
of the debt ceiling. Elsewhere North Korea’s latest missile shenanigans have
roiled Asian markets – Trump’s response key in early US hours.
FINNISH
Aamukatsaus – Nordea
Hiljainen päivä talousjulkistusten osalta | Euro jatkoi
vahvistumistaan | Pohjois-Korean ohjuskoe lisäsi turvasatamakysyntää aamuyöstä