14th Sep - Quiet

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EUROPE

Juncker’s uni-vision for Europe – Politico

Juncker’s State of the Union speech – the good, the bad and the ugly – Open Europe

Europe reacts to Juncker’s State of the European Union speech – Open Europe

Fight on the Right Raises Populist Risk for Italian Election – BB

Bank of England May Hike Rates Within Months – BB

Pound Jumps as Markets Bring Forward BOE Rate-Rise Expectations – BB

Bank of England review: November hike is now a close call – Danske Bank

The ECB’s story on Target2 doesn’t add up – FT

Economic and financial priorities for relaunching the Eurozone and the EU – ECB

OTHER

'Risk On' Just Ain't What It Used to Be – BB

The Odds Of A Market Correction In The Next 3 Months – ZH

REGULARS

Morning Report APAC – TF

The Nikkei and Kospi were higher in morning trade while the ASX200 lost ground as markets awaited key China data.

FirstFT Daily Briefing – FT

Wind in EU’s sails, McKinsey in crosshairs, FT interviews Ivanka

WSJ City – WSJ

BOE’s Rates Dilemma, U.K. Investment Consultants Face Competition Probe

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea

Disappointing Chinese data, US CPI today * SNB, BoE and CBRT meet today * Yields increase further as risks abate * EUR/USD below 1.19

Morning Markets – TF

The latest upward surge in the US equities rally has hedge fund managers expressing concern over a potential bubble with many seeking protection as stock prices continue to climb.

From the Floor – TF

A firmer US dollar after the greenback's recent battering is one incipient sign that optimism about the 'Trump trade' may be recovering after the US president's surprise deal with Democrats on the debt ceiling.

Brussels Playbook – Politico

How Juncker’s speech played — The pain in Spain

US Playbook – Politico

Five Things You Need to Know to Start Your Day – BB

US Open – ZH

Global Stocks Pull Back From All Time Highs On Poor Chinese Data; All Eyes On CPI

Frontrunning – ZH

FX Update – TF

The steep recent sterling rally faces risks of an ugly comeuppance today if the BoE fails to encourage the recent upgrade of rate expectations. Elsewhere the greenback has rallied at least in part due to Trump's fresh political moves that are reviving at least a shadow of the former "Trump Trade".

FINNISH

Aamukatsaus – Nordea

Kohti Fedin koronnostoa - tänään julkaistaan USA:n elokuun inflaatio * Ison-Britannian työmarkkinaraportti oli kaksijakoinen * Kiinan talousluvut jäivät odotuksista