TOP NEWS: Week 07/03 – 07/09

Weekend 07/08 & 07/09

The Economist: “Get Ready For A World Currency By 2018” – Zerohedge
Q2 Earnings Preview: “After Strong Q1 Guidance, Watch Out For Weakness In Q2” – Zerohedge
Libya, Nigeria May Be Asked to Cap Oil Output Soon, Kuwait Says – Bloomberg
Internal Feuding Within the ECB Over Tapering Continues Now – Zerohedge
“Who Moved My Punch Bowl?”- Morgan Stanley Says A Repricing Of The “Central Bank Put” Is Imminent – Zerohedge
‘INFLECTION POINT’: Renewables will be the ‘cheapest form of new power generation’ by 2020 – businessinsider
Financial “Collateral Damage” Highlights China’s And Fed’s Impossible Task – Zerohedge
CFTC Approves Options Trading In Bitcoin – Zerohedge
Visualizing “Conundrum 2.0”: This Is What The Fed Is Missing – Zerohedge


Friday 07/07

Business Live – guardian
Daily Briefing: G19 – Merkel’s gamble – Reuters

Japanese Equity Market Outflows Spike To 8 Year High – Zerohedge
BofA: “Massive Market Inflection Point Coming This Summer: Will Lead To Fall Crash” – Zerohedge
June Payrolls Rise 222K, Beat Expectations, But Hourly Earnings Disappoint – Zerohedge

German industrial output growth accelerates – Marketwatch
Emerging Markets May Have Squandered the Rock-Bottom Rates Era – Bloomberg


Thursday 07/06

Business Live – guardian

Egypt Unexpectedly Raises Interest Rates by 200 Basis Points – Bloomberg
Toronto housing demand slides as sales drop most in eight years – fp
“What If”: Citi Models A World Where The Fed Hikes All The Way To 3% – Zerohedge
Tesla’s Value Drops $12 Billion Ahead of Model 3 Rollout – Bloomberg
Services Economy Rebounds But Stagflation Looms As Inventories Spike – Zerohedge
Gundlach sees more pain for bond bulls as long government bonds sell off – investmentnews
U.S. Trade Balance Improves In May As Deficit With China, Europe Shrinks – Zerohedge
ADP Employment Disappoints – No Manufacturing Jobs Gained In June – Zerohedge

Surge in German Bond Yields Triggers Fresh Rout in Global Debt – Bloomberg
The Fed Has An Alarming Low-Inflation Problem – Zerohedge
German Factory Orders Rise as Bundesbank Predicts Robust Growth – Bloomberg

Here’s the latest sign that the global economy is strengthening – businessinsider
Five Things You Need to Know to Start Your Day – Bloomberg
Chinese investors purchase $24 billion worth of Australian real estate each year – businessinsider
Australia just recorded another monster trade surplus – businessinsider



Wednesday 07/05

Business Live – guardian
Live: EU approves Italy’s 5.4 billion euro bailout of troubled lender Monte dei Paschi – cnbc

Venezuela’s Default Risk Is Rising – Bloomberg
FOMC Minutes Show “Divided” Fed Fearful Of High Asset Prices, Low Inflation – Zerohedge

US Factory Orders Tumble Most Since November… “We’re Gonna Need More War” – Zerohedge

Bear Market for Oil Caused by ‘Fake News,’ Says Raymond James – Bloomberg

Tesla Price Target Cut To $180 At Goldman; Warns Of “Demand Plateau” For Model S/X – Zerohedge
Goldilocks Markets Could End in These Three Ways, Nomura Says – Bloomberg

Italy Openly Discusses Euro Exit In Parliament: Debt Restructuring Or “Italeave” On The Way? – Zerohedge
Early indications point to a surprisingly strong second-quarter earnings season – cnbc
Spain PM Calls New Catalan Secession Plans “Authoritarian” – Bloomberg

Norway’s Housing Market Downturn Gathers Pace Amid Bubble Fears – Bloomberg
Hong Kong Hedge Fund Thanks Short Sellers, Bets Against Them – Bloomberg
Euro Area Faces Capacity Bottlenecks as Recovery Gathers Pace – Bloomberg
Chinese Manufacturers Are Scrambling To Replace Workers With Robots As Wages Soar – Zerohedge

China shadow banking is slowing amid more coordinated government measures, says Moody’s – cnbc

The Bank of Canada looks set to hike and that could send the loonie significantly higher – businessinsider
BONDCANO: The Australian stocks most at risk from a rise in global bond yields – businessinsider
Most Asia Shares Decline as North Korea Missile Triggers Selling – Bloomberg
Chinese business activity expands at slowest rate for a year – markit
JAPAN: Service sector growth accelerates to 22-month high – markit



Tuesday 07/04

Business Live – guardian

Monte Paschi Wins EU Backing for $6.1 Billion in State Aid – Bloomberg
French Market Regulator Sees “Brutal Repricing Of Assets”; Valuations, Volatility “Don’t Reflect Real Uncertainty” – Zerohedge
BoC: The loonie takes flight – SocGen – fxstreet
The Best And Worst Performing Assets In The First Half Of 2017 – Zerohedge
ECB’s `Flexible’ QE Model Falls Short on German Bond Purchases – Bloomberg
Earnings Upgrades Stall Globally as Price-Growth Sags: Chart – Bloomberg
War or Recession Might Be Needed to Break Low-Vol, Goldman Says – Bloomberg
European CEOs Are Finally Spending – Bloomberg
There’s no value left in the bond markets, fund manager says – cnbc
This is what economists are saying about today’s RBA rates decision – businessinsider
Australia Holds Key Rate to See If Hiring Burst Augurs Wage Rise – Bloomberg



Monday 07/03

Markets rally after Chinese factories return to growth – business live – guardian

The Saudi-Qatar Rift Has Elements Of World War Potential – Zerohedge
Paschi Rescue Said on Course to Gain Final EU Approval This Week – Bloomberg
Emerging Market Mania – Fed ‘Tightening’ Sparks Best Gains Since 1993 – Zerohedge
Why Quantitative Tightening Will Fail – Zerohedge
Goldman Warns Of Rising “Shock” Risk To Risk Parity Investors – Zerohedge
Global Growth Aiding Iron Ore Is Bad News for German Debt: Chart – Bloomberg
UK factories lose pace as exports slow despite weaker pound – Reuters
Euro-Area Manufacturing Accelerates as Orders Fuel Optimism – Bloomberg
Pension Deficits Fall as BOE Hints at Future Interest-Rate Hikes – Bloomberg
Italy’s Bank Funeral Shows EU Still Using Crisis Playbook – Bloomberg
Why investors should brace for a devastating oil shock ahead – Marketwatch
Manufacturing activity across southeast Asia ‘stagnated’ in June – businessinsider
China Caixin PMI Rose Above 50 in June, Signaling Expansion – Bloomberg
Five Things You Need to Know to Start Your Day – Bloomberg
Chinese stocks got their global stamp of approval and now bonds may be next – cnbc
July 4th: Which markets are closed? – Marketwatch
Hong Kong Must Crack the Enigma Code – Bloomberg

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