The document discusses various macroeconomic and geopolitical developments as of July 1, 2014. Key topics include the strong performance of the Indonesian rupiah and the Australian dollar, the underperformance of European banks, US economic indicators, and global M&A activity. It also touches on geopolitical tensions in Ukraine and Iraq.
documents/vol00010-efta01454521-pdf.pdf
{"title":"Early Morning Reid: Macro Strategy","key_people":["President Poroshenko","SF Fed's Williams"],"document_date":"2014-07-01","document_type":"correspondence","key_locations":["Indonesia","Portugal","Luxembourg","Chicago","Dallas","Ukraine","Russia","Iraq"],"key_organizations":["Bank of Indonesia","RBA","S&P 500","Banco Espirito Santo","Reuters","Portuguese securities regulator","Stoxx 600","Chicago PMI","Dallas Fed","Bloomberg","Oracle","Micros Systems","Deutsche Bank AG"]}