M — Morning Briefs 
Morning Brief – July 21st 2021
21 July, 2021
America
Markets
🇺🇸 #SPX | S&P 500: Less than half of the index’s members trade above their own 50-day averages – Bloomberg pic.twitter.com/92TTVG7V5r
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
Economic Indicators And Prospects
US housing starts increased in June by more than forecast https://t.co/x65xMmAd4O pic.twitter.com/DxtYOmlZde
— Bloomberg Economics (@economics) July 20, 2021
Fiscal Policy
US Senator Manchin Supports Schumer's Plan To Hold Vote On Wednesday
— LiveSquawk (@LiveSquawk) July 20, 2021
– Sides `Not That Far Apart' In Infrastructure Talks
🇺🇸 Schumer Heads for #Infrastructure Vote Defeat as Talks Drag – Bloomberghttps://t.co/gQwrFc2PYq
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
🇺🇸 Senate Democrats' $4.1T Plan B – Axioshttps://t.co/xNjRBmj9LQ
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
Geopolitics And Trade
🇺🇸 🇩🇪 🇷🇺 U.S., Germany Warn #Russia in Draft #NordStream 2 Accord – Bloomberghttps://t.co/WguDcQKVoE
— Christophe Barraud🛢🐳 (@C_Barraud) July 20, 2021
U.S. climate envoy John Kerry calls on China to step up its efforts to reduce carbon emissions, or put the world at risk of missing international targets https://t.co/lHUCibpHGP
— Bloomberg Economics (@economics) July 20, 2021
Covid-19
🇺🇸 #Covid_19: Daily Summary (July 21st)#Delta variant behind more than 80% of U.S. cases#Covid19 Takes Dramatic Toll on U.S. Life Expectancy #Vaccine mandates more likely once FDA grants full approvals, health experts say
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
…https://t.co/324RB69jpT
🇺🇸 #Covid_19 Takes Dramatic Toll on U.S. Life Expectancy – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
*Link: https://t.co/utkNnWWiSY pic.twitter.com/y18ixO8J8P
More Covid variants are coming, and the U.S. isn’t ready to track them https://t.co/RcmozopKaT
— Bloomberg Asia (@BloombergAsia) July 21, 2021
Asia
Covid-19
India study shows that two-thirds of the nation's population has Covid antibodies https://t.co/UMFIYeFhLG
— Bloomberg Economics (@economics) July 21, 2021
🌎 South-east Asia’s #Covid surge poses latest blow to global #chip supply – FThttps://t.co/ru6WEbJdo9
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
Economic Indicators And Prospects
🇯🇵 #Japan Exports (Y/Y) Jun: 48.6% (exp 46.2%; prev 49.6%), led by U.S. demand for cars and China-bound shipments of chip-making equipment. pic.twitter.com/ZscPs5BGdQ
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
South Korea is urging companies, businesses and the public to roll back their electricity consumption as the year’s worst heatwave threatens to outstrip supply https://t.co/I7yYh3WwM2
— Bloomberg Asia (@BloombergAsia) July 21, 2021
Monetary Policy
BOJ's price outlook views muddled by commodity rise, weak spending https://t.co/J7WoCeEFfJ pic.twitter.com/ReM1RfsnvP
— Reuters Business (@ReutersBiz) July 21, 2021
Fiscal Policy
🇨🇳 #China’s slowing economic growth and potential headwinds may suggest fiscal loosening is imminent – SCMPhttps://t.co/PxkMkCEcsx
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
Geopolitics And Trade
How diplomatic snubs highlight frayed China-U.S. ties https://t.co/vlvjfTohSG
— Bloomberg Asia (@BloombergAsia) July 21, 2021
Other News
The number of babies born in China may continue to decline this year, a government official said https://t.co/KHnkijJaJO
— Bloomberg Asia (@BloombergAsia) July 21, 2021
Heavy rains in China's Henan province will cause damage to some hog farms in the major pork-producing region and potentially trigger fresh cases of African swine fever https://t.co/hfAdHsy63B
— Bloomberg Asia (@BloombergAsia) July 21, 2021
Europe
Covid-19
🇪🇺 #Europe #Covid_19: Daily Summary (July 21st)
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
🌎 J.&J. Vaccine May Be Less Effective Against Delta, Study Suggests
🇬🇧 Premier League Talks Covid Passports
🇫🇷 French new confirmed cases skyrocketed
…https://t.co/eGoTRQY1V7
🇬🇧 *U.K. SAYS 9 OF 10 ADULTS HAVE #COVID ANTIBODIES BY END OF JUNE – BBG
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
*U.K. SAYS A QUARTER OF THOSE WITH LONG COVID SUFFER FINANCIALLY
Economic Indicators And Prospects
🇪🇺 Heat Wave Sends European Power Prices Surging From U.K. to Spain – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
*Electricity prices in Spain rose to record on cooling demand
*Link: https://t.co/ag8oc7WlFZ pic.twitter.com/S2yJtoZzJV
🇬🇧 #Britain’s growth slowed and #inflation rose in most sectors of the economy in June, a widely-watched business survey showed – Bloomberghttps://t.co/BjJO8pmiSa
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
London staff want big pay rises to return to office, survey says https://t.co/iwsgX4EvsH
— Bloomberg Economics (@economics) July 21, 2021
Monetary Policy
The (self-styled) `forceful' and `persistent' ECB kicks off its two-day meeting. What does the new strategy mean for tomorrow's decision? https://t.co/vrjeNfxWW5
— Fergal O'Brien (@fergalob) July 21, 2021
Fiscal Policy
Europe’s market for state and local debt is on its way back to pre-pandemic size https://t.co/ECCmrkLILF
— Bloomberg Asia (@BloombergAsia) July 21, 2021
🇬🇧 U.K. #Inflation Pushes Up Treasury’s Debt Payments to a Record – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
*Link: https://t.co/kU7w59z7O3 pic.twitter.com/kkb0cCRQl3
The U.K. Treasury is likely to borrow £30 billion ($41 billion) less than Chancellor of the Exchequer Rishi Sunak forecast in his March budget for the current fiscal year https://t.co/gMyelkmc9s
— Bloomberg Economics (@economics) July 21, 2021
Geopolitics And Trade
France is pushing back against the European Union’s proposal to launch a new carbon market https://t.co/qiVCTM0BuW
— Bloomberg Asia (@BloombergAsia) July 21, 2021
British Foreign Secretary Dominic Raab lashed out at the European Union’s plan for a post-Brexit deal for Gibraltar https://t.co/kpYYrfI11B
— Bloomberg Economics (@economics) July 21, 2021
Other Areas And Global Economy
⚠ Week Ahead – w29 (2021) ⚠
— Christophe Barraud🛢🐳 (@C_Barraud) July 19, 2021
🇨🇳 #PBoC Meeting
🇪🇺 #ECB meeting
🇪🇺 ECB decides on whether and how to lift the bank dividend cap
🇺🇸 Existing Home Sales
🇯🇵 🇪🇺 🇬🇧 🇺🇸 Manufacturing, Services and Composite PMIshttps://t.co/Du9IRgEpik
🌎 Marchés Financiers : La semaine à venir (19 juillet 2021)
— Christophe Barraud🛢🐳 (@C_Barraud) July 19, 2021
🇪🇺 Réunion de la BCE
🇺🇸 Ventes de maisons existantes
🇯🇵 🇪🇺 🇬🇧 🇺🇸 Indices PMIs
🇺🇸 Poursuite de la saison des résultatshttps://t.co/FYmrmGFaBq
🌎 #House Prices Overvalued by 10% in Richest Nations, Oxford Economics Says – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) July 21, 2021
*Link: https://t.co/bM6WmMhmJb pic.twitter.com/ISIbwLqTZM
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