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Tuesday, September 17

17th 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
Europe Morning MoneyBeat:Rally Tipped to Pause as Key Fed Meet Looms WSJ

3 Numbers to Watch: UK CPI, German ZEW, US NAHB Housing IndexTradingFloor
UK consumer price inflation, Germany’s ZEW Indicator of Economic Sentiment and the NAHB Housing Market Index for the US are today’s key numbers to watch.

Market Preview: German ZEW survey and US CPI in the spotlightTradingFloor
European markets are expected to open lower on Tuesday as investors remain on edge ahead of the US Fed’s two-day policy meeting commencing later today. The German ZEW survey and US CPI data due later in the day will gain market attention.

Danske DailyDanske Bank (pdf)
German ZEW expectations will show a strong improvement in September according to our model...Euro area trade data will give further insight into the strength of the euro area’s ‘fragile’ recovery...Plenty of ECB speeches today: Nowotny in Vienna, Liikanen in Helsinki and Praet in London and Brussels. We will listen for signals suggesting that the Governing Council could be preparing to offer a new LTRO

Market comment: After the Yellen effect now focus on ZEW and FedNordea
Yellen (or no-Summers) effect sends equities higher, bond yields lower * Dovish remarks from ECB * Troika back in Portugal * Today: ZEW data from Germany and US CPI as the FOMC goes into its two-day meeting

USA:n teollisuuden näkymät valoisat * Yellen jälleen suosikki Fedin johtoon * Öljyn hinta jyrkässä laskussa

Aamukatsaus – Tapiola (pdf)


The 2013 Global Interest Rate SpikeGlobal Macro Monitor

IMF Research Bulletin -- September 2013IMF (pdf)
IMF Publishes Guide on Financial-System OversightWSJ

Björn Wahlroos, epävirallinen kirja-arvosteluEsko Seppänen / US Puheenvuoro