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Tuesday, September 10

10th Sep - EU Open

Previously on MoreLiver’s:

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News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat: Bulls Trying to Dig Out of August Hole – WSJ
Europe Morning MoneyBeat: Bulls Return As Syria Strike Threat Recedes – WSJ

3 Numbers to Watch: French Ind. Prod., US NFIB Index and US JOLTSTradingFloor
Industrial production for France and two updates for the US - the NFIB Small Business Optimism Index and the Job Openings and Labor Turnover Survey - are among the key numbers to watch today.

Market Preview: Syrian action woes ease and focus on Italian GDPTradingFloor
European markets are likely to open higher Tuesday amid easing concerns of an imminent US-led military action against Syria. Today's Chinese industrial production and retail sales data have been strong. Going forward today, Italian GDP is in focus.

Danske DailyDanske Bank (pdf)
Chinese industrial production data, ECB’s Asmussen speaks “The global monetary policy stance: what are the risks?”

Market comment: Geopolitical chess – Nordea
Bond market tranquility * Data from China keeps printing on the strong side * Obama to make his case on prime-time TV tonight * Fed´s Williams expects tapering to start later this year * Bank of France revises up Q3 GDP forecast * Berlusconi expulsion debate continues today * Japan – Sales tax decision date set and minutes from BoJ * Centre-right wins majority in parliament in Norway * French production and US small business optimism index on the agenda * Plenty of issuance on today´s calendar

Ei huolta, Kiina ei romahda * Suomen kauppatase alijäämäinen heinäkuussa * Öljyn hinta voimakkaassa laskussa Syyria-uutisista

Aamukatsaus – Tapiola (pdf)


Germany is a vegetarian in a world full of carnivoresGideon Rachman / FT
German political debate is peculiarly parochial considering it is the leading power in Europe

EU should refine its welfare policyHugo Dixon / Reuters
Free movement of people in the EU is hugely valuable, but it is under attack from those who accuse immigrants of “welfare tourism”. Though this isn’t widespread, it is a hot issue - especially in the UK, where it could fuel Brexit. The benefit rules should be tightened.

Levels to watch: Italy: 4.9% Spain: 5.0-5.1% Portugal:...RCS

Weekend Sentiment Summary (September Week 1)The Short Side of the Long

Suomi pihtisynnyttää kantaansa pankkien saneeraukseenHS
Suomi aikoo hyväksyä yhteisen kriisirahaston, johon kerättäisiin rahaa EU-maiden pankeilta.