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Tuesday, October 3

3rd Oct - German holiday, no data





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EUROPE
Half of Germans think the country has grown to become one nation: studyThe Local

France: the permanent state of emergency – FT
Is France heading for a permanent state of emergency? – France24
Will France's State of Emergency Become Permanent? – The Atlantic

EU to reform sales tax, end appeal of low-rate states in blow to Amazon – Reuters
EU to hit Amazon with bill for Luxembourg back taxes – FT
EU Ruling Set to Hit Amazon for Millions in Back Taxes – WSJ

  SPAIN
Editorial: What Spain Owes Catalonia, and Vice Versa – BB
Barcelona Paralyzed By General Strike, Barricades, Protesters – ZH
Catalan Independence Supporters Block Major Roads Into Barcelona – BB


UNITED STATES
  PAYROLL PREVIEW
September jobs report affected by extreme weather conditions –
Danske Bank
El-Erian: The Jobs Report's Deeper Meaning – BB

  TAX PLAN
Goldman Sachs: Plenty could go wrong with tax reform – ZH
Tax Cuts Are the Dream Pushing a Market That Won't Stop Climbing – BB
Two Wall Street giants criticize Trump tax plan – Reuters
Republicans Sink to Deceit in Defense of Tax Plan – BB


OTHER
  MARKET COMMENTS
Market tops happen when everyone is bullish and data turns good –
Kevin Muir
BoA expects correction - "The End Of The QE Trade"ZH
The Rich Really, Really Like Expensive Stocks – BB

  BACKGROUND
Why the Party Congress is key for China's road ahead –
Danske Bank
Systematic vs Discretionary AQR
Global Financial Stability Report October 2017 – IMF
The real cause of the America’s housing bubble was foreign money – FT
Aaron Brown: Dispelling a Myth About Stock Market Volatility – BB


REGULARS
Morning Report APACTF
Asian markets were mixed in early trade despite a positive overseas lead while the USD rallied on the strongest ISM manufacturing PMI in 14 years.

FirstFT Daily BriefingFT
EU’s Catalan quandary, Las Vegas death toll hits 59, Uber CEO in London

WSJ CityWSJ
Spain and Catalonia Weigh Next Steps, Uber Board Braces for Battle

“Best of the web” daily charts Lukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
Catalan referendum affects EUR markets * Strong fundamentals for US manufacturing * Spreads widen between Spanish and German bond yields * Strong Swedish PMI almost a non-event for SEK

Morning MarketsTF
The going was heavy in forex markets overnight and the Australian dollar plunged by as much as 0.5% against the US dollar and the euro also stumbled against the greenback.

Daily Market CommentMarc Chandler
Dollar Retains Firm Tone, Spanish Markets Stabilize

Brussels PlaybookPolitico
EU in knots over Catalonia — German reunification day — Austria election countdown

Five Things You Need to Know to Start Your DayBB
MAGA * Spain * Russian-Saudi * Markets advance * Data watch

US OpenZH
Global Stocks Hit Fresh Record High As Dollar Rally Fizzles

FrontrunningZH


FINNISH
AamukatsausNordea
Vahvoja lukuja Ruotsista ja USA:sta * Ruotsin teollisuuden ostopäällikköindeksi hyppäsi ylöspäin * USA:n teollisuuden ISM-indeksi ylitti odotukset * Katalonian kansanäänestyksen aiheuttama epävarmuus painoi euroa

Tuottavuuden kasvu ja suhdanteetRoger Wessman