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Second-quarter GDP grows an in-line 1.5% (Consensus: +1.4%; Decision Economics: +1.6%) with no gross surprises in the demand-side breakdown. However, Fed doves may see a further nudge towards easing.[private] US_12-0727_E1[/private]
[private]Recent comments from the ECB hierarchy, but particularly a speech from President Draghi, have put the central bank very much in the market spotlight.Eurozone: ECB Puts Itself Back in the Spotlight[/private]
[private]Equities: Largely higher and clearly so. Bonds: Europe mixed, Japan higher. Currencies: Little change (again). Japan: Further capex setback.(DE) 12/2 The Morning Briefing – North American Edition[/private]
[private]Equities: Mostly lower. Bonds: Mixed. Currencies: Weaker euro. Germany: More broad weakness in ZEW. United Kingdom: Inflation peaks? China: Growth moderates slightly. China: Output growth rebounds, investment growth slows slightly. Australia: Minutes show downward revision read more
[private][private]Jobs or Joblessness, Recession or Growth, Policy Dead Ends, and the Markets Jobs and Unemployment—The Early Autumn Messages Economy Prospect, Risks, and Odds Disconnect Between Economy and Jobs? Fed and “Washington” Policy Implications Financial read more
[private]Equities: Asia higher, Europe slips back. Bonds: Mixed Currencies: Little change. ECB (Thursday): Rate cut possibility kept very much alive. United Kingdom (Thursday): Aggressive BoE action. Germany: Industrial production still firm. France: Exports surge. Japan: read more