Lloyds

Frontrunning: July 27

  • Healthcare showdown (Reuters)
  • Tax Overhaul in Doubt With House Stuck on Budget Disagreements (BBG)
  • Dollar steadies after Fed skid, shares hit new highs (Reuters)
  • Samsung Is Closing In on Apple as World’s Most Profitable Tech Firm (WSJ)
  • Sweden's PM Refuses to Resign After Cyber-Security Scandal (BBG)

Frontrunning: July 26

  • Oil bounce, results keep stocks on high (Reuters)
  • Healthcare brawl returns to Senate floor (Reuters); Senate Sets Up Health Votes for Chaotic Obamacare Debate (BBG); Health Debate Rolls On After First Option Fails (WSJ)
  • Who Will Blink First in the Sessions Standoff? (BBG)
  • Iran Says ‘Hostile’ U.S. Sanctions Vote Undermines Nuclear Deal (BBG)
  • Russia Warns of ‘Painful’ Response If Trump Backs U.S. Sanctions (BBG)

Frontrunning: July 12

  • Yellen to Address Interest Rates, Balance Sheet (WSJ)
  • Stocks Rebound as Dollar Dips on Trump Revelations (BBG)
  • Trump Jr.'s Russia emails could trigger probe under election law (Reuters)
  • Trump Jr. Emails Fan the Flames of Russia Probe (WSJ)
  • Trump’s Credibility Dealt Blow by His Son’s Emails (BBG)

Frontrunning: July 6

  • EU, Japan Strike New Trade Deal (WSJ)
  • EU-Japan deal sends anti-protectionist signal before G20: German minister (Reuters)
  • Republican lawmaker Steve Scalise's condition worsens after June shooting (Reuters)
  • The Flashpoints for World Leaders at G-20 Summit (BBG)
  • Leftist protesters vow to disrupt G20 summit in Hamburg (Reuters)

Bill Blain: "What A Fascinating Week This Is Shaping Up To Be"

"The next crisis is more likely to stem from the last in terms of unintended consequences. Over inflated financial asset bubbles (caused largely by the actions of central bankers - QE), will be front and centre. Sure, we can point to synchronised growth across the globe, but the real issues of confidence are under stress."

Barclays, Former CEO Criminally Charged Over Qatar Fundraising

Two familiar names are in the news this morning, after the UK's Serious Fraud Office filed criminal charges against Barclays Plc and four former executives, including former CEO John Varley, for conspiracy to commit fraud regarding the bank’s 2008 capital raising from Qatar.

Frontrunning: June 19

  • UK PM May says attack on Muslims near mosque is 'sickening' (Reuters)
  • Macron Under Pressure to Deliver as French Turnout Plummets (BBG)
  • Market Volatility Has Vanished Around the World (WSJ)
  • Real victory will be in 5 years, says Macron camp after election win (Reuters)
  • Brexit Talks Kick Off in Brussels as May Urged to Soften Stance (BBG)

S&P Futures At Record High After "Shocking" UK Election Result

"Triple Threat Thursday" is now a distant memory, with both the ECB and Comey testimony "non-events" for the market, although the UK general election was a shocker in which contrary to expectations, Theresa May lost her majority in Parliament, sending sterling tumbling overnight and prompting even more confusion about the UK's political fate and the future of Brexit.

Frontrunning: June 7

  • Islamic State Claims Rare Attack on Iran Parliament, Major Shrine (BBG)
  • UAE turns screw on Qatar, threatens sympathizers with jail (Reuters)
  • U.S. Oil Exports Double, Reshaping Vast Global Markets (WSJ)
  • Trump’s Closest Allies Warn President It’s Time to Stop Tweeting (BBG)
  • Trump Taps Former Assistant Attorney General Christopher Wray as New FBI Chief (WSJ)
  • Poll: Pound Could Plunge to $1.20 on Friday (BBG)

Frontrunning: June 2

  • Strong U.S. job growth expected in May; wage rise seen moderate (Reuters)
  • Trump’s Paris Exit Leaves Him Isolated From C-Suites to Capitals (BBG)
  • Critics lament Trump climate move, supporters seek new deal (Reuters)
  • Musk, Iger to quit Trump advisory councils after Paris accord decision (Reuters)
  • Yuan Forecasters Getting It Wrong as China Jolts Markets (BBG)

Frontrunning: June 1

  • Trump Expected to Withdraw From Climate Deal Today (WSJ)
  • Saudi-Russia detente heralds new oil order (Reuters)
  • Uber Posts $708 Million Loss as Finance Head Leaves (WSJ)
  • Fearing Trump's next move, liberals urge Supreme Court conservative Kennedy to stay (Reuters)
  • Trump, after House panel subpoenas, backs efforts to probe Obama administration (Reuters)
  • Trump ‘Self-Help’ Infrastructure Plan Irks State, Local Leaders (BBG)

Frontrunning: May 26

  • Trump's first G7 expected to be 'challenging' (Reuters); Trump Saves Worst for Last on Foreign Trip (BBG)
  • Trump Blasts German Carmakers' U.S. Sales and Threatens Barriers (BBG)
  • Trump directly scolds NATO allies, says they owe 'massive' sums (Reuters)
  • Trump Likely to Maintain Obama’s Russia Sanctions (WSJ)
  • Juncker says Trump was not aggressive on German trade surplus (Reuters)