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Friday, September 20

20th Sep - EU Open

Previously on MoreLiver’s:


Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat – WSJ
Europe Morning MoneyBeat: Markets Tipped to Pause, Mull German Elections – WSJ

MORNING BRIEFINGS
3 Numbers to Watch: EU confidence, Fed speakers, German electionsTradingFloor
Juhani Huopainen: With European consumer confidence seen rising and being today's only important data point, the four Fed presidents speaking simultaneously will surely drop new hints on the Fed's tapering plans. Also, a look ahead to Sunday's crunch German elections.

Market Preview: Eurozone consumer confidence in focusTradingFloor
European markets are likely to open mostly lower on Friday. With a light global macro calendar, investors will keep an eye on Eurozone consumer confidence data due later today which is likely to show an improvement in September.

Danske DailyDanske Bank (pdf)
Euro area September consumer confidence is due for release. We expect an above-consensus improvement. Tonight Fed's George and Kocherlakota speak. With a fairly thin calendar today focus will mainly be on how to position for the German federal elections on Sunday. The outcome is unclear.

Market comment: Post-FOMC ponderingNordea
Small rebound in rates * Time to enter USD forward curve steepeners? * Norges Bank more dovish than expected * Weak 10-year TIPS auction * Fed speeches on the radar * Quiet day ahead on the macro-economic and bond auction agenda

AamukatsausNordea
Norjassa koronnostot lähenevät * Vähittäismyynnin niiaus ei hätä brittitaloudelle * Metallien hinnat selvässä nousussa

AamukatsausTapiola (pdf)
Positiivinen makrodata USA:sta katkaisi FED:n elvytysrallin, kun markkinoilla siirretään katseita jo tuleviin rahapolitiikka päätöksiin. Pitkien korkojen nousu painoi hyödykkeitä ja kehittyvien markkinoiden valuuttoja. Tänään julkaistaan euroalueen kuluttajaluottamuksen ennakko. Amer Sportsin kurssiin voi tänään negatiivisesti vaikuttaa Adidaksen eilinen tulosvaroitus. Osakefutuurit eilisen tasoilla, indikoiden tasaista avausta OMX HEX:iin. Sunnuntaina 22.9. Saksan vaalit, jolla on merkitystä ensiviikon osakemarkkinoille.

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat