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
Asia Morning MoneyBeat – WSJ
MORNING BRIEFINGS
3 Numbers to Watch: EU confidence, Fed
speakers, German elections – TradingFloor
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
focus – TradingFloor
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 Daily – Danske
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 pondering – Nordea
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
Aamukatsaus – Nordea
Norjassa
koronnostot lähenevät * Vähittäismyynnin niiaus ei hätä brittitaloudelle * Metallien
hinnat selvässä nousussa
Aamukatsaus – Tapiola
(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.