Google Analytics

Monday, August 21

21st Aug - Bearish ahead of PMI/Jackson Hole





Follow ‘MoreLiver’ on Twitter


EUROPE
These Are the Most Pressing Challenges Facing Europe's Leaders – BB
Unintended Consequences of MiFID: Job Losses, Trading Turmoil? – BB
U.K. Cranks Up the Pressure on EU to Pivot Brexit Talks to Trade – BB
Parallel currency talk gains ground in Italy – FT

ECB can decide when and how to taper, but can’t control euro – BB
Draghi’s signaling system on the currency strength – BB


UNITED STATES
Stability concerns focus at Fed ahead of Yellen speech – Reuters
Bannon’s Path From Trusted Attack Dog to Toxic Liability – BB


OTHER
Macro Monday: Jackson Hole North Korea team Trump – TF
Key Events In The Coming Week: All Eyes On The (Jackson) Hole – ZH

SocGen: "It's All About A Total Eclipse Of The Currency Sun Today..." – ZH
Yellen, Draghi Head to Jackson Hole Amid Inflation Unease – BB
Euro Flirting with Near-Term Downtrend – Marc Chandler


REGULARS
Morning Report APACTF
Asian markets opened lower as investors remained cautious about US political developments and the joint US-South Korea military drills taking place this week.

FirstFT Daily Briefing FT
Trump tax reform, Great American Eclipse, Barcelona manhunt continues

WSJ CityWSJ
Draghi Likely to Lay Out an End to QE, Early Fissures in NAFTA Talks

Danske DailyDanske Bank

Eye-OpenerNordea
More equity market losses, eyes on Jackson Hole, US tax reform finally? * EUR/USD consolidated below 1.18 * Rates range bound

Morning MarketsTF
Asia-Pacific equities fell on Monday after Wall Street stocks ended in the red on Friday when a brief rally from the firing of White House chief strategist Steve Bannon soon fizzled.

From the FloorTF
The joint military exercises being held by South Korea and the US have returned focus to North Korea while palace intrigues in Washington dominate headlines ahead of President Trump's speech on Afghanistan.

Daily Market Comment Marc Chandler
Dollar Edges Higher, While Equties Trade Heavilty to Start the New Week

Brussels PlaybookPolitico
Macron back and down — Barcelona investigation focuses on Ripoll — Merkel still on top

US PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
Eclipse Day Begins With S&P Futures Flat While Industrial Metals Soar

Frontrunning ZH

FX UpdateTF
US president Donald Trump will try to get his presidency back on the rails this week after firing strategist Steve Bannon. Elsewhere the focus is on whether risk appetite stabilises or weakens and the Fed’s Jackson Hole symposium all while gaming the risks of the US debt ceiling debate.


FINNISH
AamukatsausNordea
Viikon mielenkiintoisin tapahtuma on Jackson Hole -konferenssi (to-la) | Torstaina julkaistaan Ruotsin työllisyyslukuja ja Norjan