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Tuesday, July 25

25th Jul - Quiet






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EUROPE

  EUROPEAN CENTRAL BANK
Zombie Companies Littering Europe May Tie the ECB's Hands for Years – BB
From Sintra to September - ECB Prepares for a Possible Change in Monetary Policy – euinside
Yves Mersch: The ECB’s monetary policy stance – ECB
The ECB's Impact On The Bond Market In One Chart – ZH

  IMF ARTICLE IV
IMF Concludes 2017 Article IV Consultation on Euro Area Policies – IMF
Euro Area: There Is Recovery, But Reforms Are Needed – IMF
Euro Area Policies : 2017 Article IV Consultation – IMF
Euro Area Policies : Selected Issues – IMF



UNITED STATES
El-Erian: What the Fed Will Do This Week — and Why – BB


OTHER
The Dollar and Commodities Break a Long-Standing Pattern – BB
It's Make or Break Time for U.S. Stock Market – BB
Fund Managers' Current Asset Allocation – July – Fat Pitch
Debt + Deflation + Demographics = Destiny – Macro Tourist


REGULARS
Morning Report APACTF
Most Asian markets rose in early trade while a keen eye was kept on the US dollar. The USD firmed overnight following recent uncertainty amid the White House's ability to pass key policy proposals.

FirstFT Daily Briefing FT
Alphabet profits hit, Sadiq Khan 14 months on, India’s ‘beef lynchings’

WSJ City WSJ
European Banks Face Bleak Earnings, Michael Kors to Buy Jimmy Choo

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
German Ifo figures and US consumer confidence today * Summer lull taking its toll on markets * Greece to re-enter markets?

Morning MarketsTF
Crude oil prices rose after the world's biggest producer Saudi Arabia vowed to cut its exports in a bid to tighten the market. Asia-Pacific stock markets were roughly flat to lower except for Sydney's ASX which climbed 1%.

Daily Market CommentMarc Chandler
Summer Markets Ahead of FOMC

Brussels PlaybookPolitico
Car crash Commission — EU talks Turkey — Duda vs KaczyƄski

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
S&P Futures Bounce As VIX Hammered, Europe "Euphoric"

FrontrunningZH


FINNISH
AamukatsausNordea
Yhdysvalloissa julkaistaan kuluttajien luottamusluvut | Saksan IFO-indeksi julki | Markkinoilla hiljaista