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EUROPE
The EU Is Pulling Its
Punches Against Tech Giants – BB
ITALY
Italian Businesses Don't
Need a Cheap Lira After All – BB
Italy: the (ir)relevance
of economic theory for leaving the euro – Prime
Economics
EUROPEAN
CENTRAL BANK
ECB tells banks to set
aside more cash on bad loans – Reuters
Central banks'
credibility problem – Frances
Coppola
Europe's Bond Markets
Are Only Getting Uglier – BB
SPAIN
Catalonia To Declare Independence From Spain On Monday – ZH
Spain's economy minister:
Catalan bank clients, business have nothing to fear – Reuters
Why Catalonia Will Fail
Where Crimea Succeeded – BB
Spain’s on Edge Over
Catalonia’s Rebellion — So Are Investors – BB
Spanish Stocks Slammed
To 7-Month Lows As Credit Risk Spikes – ZH
UNITED STATES
Tillerson Says He’s Not
Quitting After Report He Called Trump a ‘Moron’ – BB
S&P, Nasdaq reverse
to hit fresh highs on Tillerson comments – Reuters
EU cash grab is a huge
boost to Trump's tax-reform effort – CNBC
FEDERAL RESERVE
Trump Aides Deliver
Shortlist of Fed Candidates – BB
Who will be the next Fed
chair? – Nordea
DATA
Companies Add Fewest
U.S. Workers in Nearly a Year, ADP Says – BB
Employment Grows At
Slowest Pace In 11 Months As Small Business Slumps – ZH
U.S. private sector adds
135,000 jobs in September: ADP – Reuters
U.S. service sector
growth hits fastest in 12 years: ISM – Reuters
OTHER
MARKET
COMMENTS
One Of The Biggest Sovereign Wealth Funds About To Become A Seller – ZH
One Of The Biggest Sovereign Wealth Funds About To Become A Seller – ZH
True danger is the
belief that treasuries offer a hedge versus risk assets – Kevin
Muir
PBOC aims to stave off potential liquidity shock – Pictet
PBOC aims to stave off potential liquidity shock – Pictet
October Perspectives: Deceptive
Calm – Pictet
BACKGROUND
ETF Product Development: Past, Present, and Future – Alpha Architect
Australia’s numbers mask
serious flaws in the country's economic model – BB
REGULARS
Morning Report APAC – TF
Dairy auction prices have hit a six-month low dragging the NZ dollar
lower. There's been plenty of movement in other agricultural commodities as
well including cocoa and Arabica coffee.
FirstFT Daily Briefing – FT
Catalan tensions rise, Uber board breakthrough, trouble in Japan’s sushi
sector
WSJ City – WSJ
Tesco Resumes Dividend, City’s Lord Mayor Urges Quick Transition Deal
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Equities higher, yields mixed, FX skittish * Norwegian house prices and
Euro-area PMIs today * UST yields fall as Powell reported as favourite for Fed
chair, Bund yield higher but on low volumes * FX markets skittish as Fed chair
decision closing in – dovish Powell reported as favored
Morning Markets – TF
Equities are firm the dollar is down oil prices are still slipping and US
president Donald Trump and Britain's Boris Johnson are stealing headlines with
yet another series of gaffes.
Daily Market Comment – Marc Chandler
Consolidative Tone in FX Continues
Brussels Playbook – Politico
Catalan crisis worsens — Gloomy Conservatives — Commission tax plans
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Spanish Stocks Tumble On Growing Catalan Crisis; Dollar Weakens As China
Jumps
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
USA:ssa luottamus huipussaan * Markkinoilla odotetaan
euroalueen ostopäällikköindeksien pysyneen vahvoilla tasoilla * Myrskytuhoilla
ei vaikutusta USA:n palvelusektorin syyskuun luottamusindeksiin * Venäjältä
saadaan syyskuun lopulliset inflaatiotiedot.
Jan von Gerich: EU murrospisteessä – Nordea
EU ei ole talouskasvumielessä yltänyt lähimainkaan
potentiaaliinsa. Britannian lähtiessä on korkea aika siirtää huomiota kriisien
torjumisesta paremmin toimivaan talousunioniin. Suomella pitää olla aktiivinen
rooli tässä keskustelussa.