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EUROPE
EU-Turkey
migrant deal in peril – Politico
Common
Euro Bonds Can Smoothe ECB's Market Exit – BB
UNITED STATES
Mohamed El-Erian: Six Things to Know About the Market Reaction to the Fed – BB
Mohamed El-Erian: Six Things to Know About the Market Reaction to the Fed – BB
OTHER
Bank
of Japan, Swiss National Bank becoming giant hedge funds – TF
Status of US Pivot To
Asia – Marc
Chandler
Monthly
Commodity: Uptrend still alive in 2017 – ABN
AMRO
Yield
Outlook: Bond sell-off to pause before resuming in the autumn – Danske
Bank
REGULARS
Morning Report APAC –
TF
The Bank of England voted 8 to 1 to
keep rates steady pushing GPB higher by about 100 points.
FirstFT – FT
Global CO2 emissions stay flat, GCHQ
slams US spying claims and high times for marijuana producers
WSJ City – WSJ
Diamond Returns to the City, Trump’s
Economic Challenge, Investors Bet on Growth
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
EUR/USD near 1.08, USD rates under
pressure, looking at industrial data today * Norges Bank’s easing bias has
strengthened * Transatlantic spread remains subdued after Fed decision * Room
for more USD downside as Fed gives green light
Morning Markets
– TF
Wednesday's 'dovish hike' from the
Federal Reserve placed USD on the back foot but the greenback seems to have
found its floor as European bourses look to a softer open.
From the Floor
– TF
Hawkish remarks from European
Central Bank council member Ewald Nowotny sparked gains in the euro and bond
yields on Thursday. Asian stock markets were mixed on Friday, and the rally in
the S&P500 seemrs to be fading fast. Meanwhile, oil's rally has stumbled at
the first hurdle
Daily Market Comment
– Marc
Chandler
Dollar Remains Heavy
Brussels Playbook
– Politico
Dutch post-mortem — Brexit, the
board game
10 things you need to know before
the opening bell – BI
US Open – ZH
Futures Flat, Global Stocks Mixed
Frontrunning –
ZH
FX Update –
TF
EURUSD poked higher on hawkish ECB
comments late yesterday. Meanwhile Mnuchin has recycled “strong dollar policy”
rhetoric of yore ahead of the G20 finance ministers meeting with only minor
twists on Trump-inspired comments.
FINNISH
Aamukatsaus – Nordea
Haukkamaisia näkemyksiä Englannin keskuspankissa * Norjan
keskuspankki piti korot odotetusti ennallaan * USA:n ja Saksan 10-vuoden
korkojen ero historiallisen leveä * Euroopan osakemarkkinat nousussa Hollannin
vaalituloksen jälkeen