Follow ‘MoreLiver’ on Twitter
Key
Events In The Coming Vacation Week: All About Inflation – ZH
FX:
Will dollar scarcity re-emerge in Q4? – Nordea
BlackRock,
Vanguard Say Bond Market's Got This Trade All Wrong – BB
Morgan
Stanley: When does EURUSD become overbought – ZH
SocGen: Stock Valuations
Remain "Remarkably High" Yet Nobody Cares – ZH
Matt King: We Are More
Reliant On Central Banks Than Ever Before – ZH
Currency Bets Getting
Crowded, Raising Prospect of Violent Reversal – WSJ
HSBC's Steven Major
Sounds a Bearish Alarm on European Credit – BB
Long-term issues for central
banks – BIS
REGULARS
Morning Report APAC – TF
The investor mood is upbeat across Asian markets thanks to Wall St and
commodities. Stocks are heading higher today in Seoul Hong Kong Tokyo and
Sydney.
FirstFT Daily Briefing – FT
Credit crisis fines, NK a ‘grave’ threat, peace tourism
WSJ City – WSJ
Brexit Uncertainty Shadows Bank of England, Wall Street Penalties Drop
Sharply
Danske Daily – Danske Bank
Eye-Opener – Nordea
Strong US employment report, inflation data this week * German production
and Fed speakers today * USD rates higher after employment report * Weak EUR
Friday afternoon
Morning Markets – TF
Asia-Pacific bourses got off to an exuberant start to the week with
sentiment lifted by Friday's strong US jobs report. Australian miners' shares
rose after a leap in Chinese iron-ore prices and Japanese carmakers also
gained. The US dollar backed off its steepest Friday gains in Monday's Asian
session and crude oil prices rose.
From the Floor – TF
Asian equities rose on Monday on the back of Friday's
stronger-than-expected US employment report and a leap in Chinese iron ore
prices, while the US dollar eased off its Friday gains.
Daily Market Comment – Marc Chandler
Outlaw Mondays
Brussels Playbook – Politico
Home alone in the Berlaymont — German defense spending spat
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 Stocks Hit Another All-Time High As Crude, Treasurys Drop
Frontrunning – ZH
FX Update – TF
The greenback finally found a broader lifeline of support on Friday after
a solid if not spectacular jobs report. The biggest move late on Friday was in
EURUSD as the high-flying single currency corrected across the board. It may
finally be time for a euro correction after an overambitious rally.
FINNISH
Aamukatsaus – Nordea
Jatkavatko inflaatioluvut dollarin alamäkeä? * USA:n
työpaikkojen määrä kasvoi vahvasti * Fedin edustajat äänessä * Kiinan
kaupankäyntiluvut julkaistaan huomenna