Special: Summers is Out! (updated)
Special: Financial Crisis Five Years (updated)
Special: German Elections 2013 (updated)
Roundups
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
MORNING BRIEFINGS
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.
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 Daily – Danske
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 Fed – Nordea
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
Aamukatsaus – Nordea
USA:n
teollisuuden näkymät valoisat * Yellen jälleen suosikki Fedin johtoon * Öljyn
hinta jyrkässä laskussa
Aamukatsaus – Tapiola (pdf)
OTHER
The 2013 Global Interest Rate Spike – Global
Macro Monitor
IMF Research Bulletin
-- September 2013 – IMF
(pdf)
IMF Publishes Guide on Financial-System
Oversight – WSJ
FINNISH
Björn
Wahlroos, epävirallinen kirja-arvostelu – Esko
Seppänen / US Puheenvuoro