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EUROPE
Russia Economic Review –
DaiwaEUROPEAN CENTRAL BANK
ECB seems to anticipate
a European financial crisis – TF
ECB Economic Bulletin,
Issue 5 / 2017 – ECB
Recent drivers of euro
area equity prices – ECB
BANK
OF ENGLAND
Carney Says Brexit to
Take Toll on Growth as BOE Cuts Forecasts – BB
Pound Falls From
11-Month High as BOE Keeps Rates Unchanged – BB
Pound Plunges After BOE
Votes 6-2 To Keep Rates Record Low, Cuts Growth Forecast – ZH
Bank of England Crushes
Sterling – Marc
Chandler
BOE Review: More dovish
but still too optimistic on growth – Danske
Bank
UNITED STATES
FEDERAL
RESERVE
Is Gary Cohn a Good Pick
to Head the Fed? – BB
Where's the inflation? –
David Andolfatto
JOBS
El-Erian: What We Need From the July Jobs Report – BB
5 Things to Watch in the
July Jobs Report – WSJ
Tim Duy: Why These Job
Numbers Matter to the Fed – BB
Great Graphic:
Unemployment by Education Level – Marc
Chandler
July Employment
Preview – Bill
McBride
Goldman: July Payrolls
Preview – Bill
McBride
TRUMP
Trump's Immigration Plan
Is Half-Right, Half-Wrong – BB
Editorial: Trump's
Immigration Dead End – BB
Trump Doesn't Care If
His Proposals Become Law – BB
You Can Thank Leakers
for New Russia Sanctions – BB
OTHER
The Daily Prophet:
Euro's Rally Enters the Realm of Relentless – BB
ING: "It Can Only
Be Described As Euro Madness" – ZH
China leading
indicators: Summer rebound, but slowdown ahead – Danske
Bank
Bears Throw In The Towel:
FANG Shorts Hit All Time Low – ZH
A Baccarat Binge Helped
Launder the World’s Biggest Cyberheist – BB
IMF Faces Internal Resistance
Amid Push to Uncover State Corruption – WSJ
REGULARS
Morning Report APAC – TF
Asian markets were all lower at the start of trade. This follows the Dow
closing above 22000 for the first time while the US dollar index remains on its
downtrend move with little support.
FirstFT Daily Briefing – FT
Chief executive pay falls, US Russia sanctions
WSJ City – WSJ
Pay Falls for FTSE Bosses, Aviva Boosts Dividend
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Bank of England to turn more hawkish - or more dovish? * Bund yields to
drop back in earlier range? * EUR/USD heading towards 1.20?
Morning Markets – TF
Equities retreated across much of Asia on Thursday though the US dollar
firmed against the region's currencies and the Dow ended record high overnight
— above 22000 points for the first time. The USD gained in Asian trading after
weakening briefly through 1.19 to the euro on Wednesday.
Daily Market Comment – Marc Chandler
Dollar-Bloc Currencies Turning, but Euro Downticks Limited
Brussels Playbook – Politico
EU agency horse-trading — Germany’s diesel summit — Venezuela sanctions
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
Tech Stumble Drags Global Markets Lower; All Eyes On The BOE
Frontrunning – ZH
FX Update – TF
Market analysts are trying to drum up interest in today’s 'Super
Thursday' for the Bank of England but the grinding uncertainty of Brexit may
limit the potential for sterling upside even on a more-hawkish-than-expected
performance from governor Mark Carney and company. Elsewhere the USD pulls
higher against the smaller currencies ahead of July jobs report.
FINNISH
Aamukatsaus – Nordea
Englannin keskuspankin kokous on tänään – kiristyykö ote?
* Odotamme USA:n palvelusektorin luottamuksen heikentyneen * Dow Jones puhkaisi
22 000 pisteen rajan