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Monday, September 30

30th Sep - US Close

Previously on MoreLiver’s:

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Roundups & Commentary
Markets – Between The Hedges
Daily Risk Monitor – Global Macro Monitor
The Closer – alphaville / FT
US: Gold, Silver Outperform Stocks In Jittery Third Quarter - ZH

Angela Merkel’s Return to EuropeProject Syndicate
Now that Germany's general election is over, the biggest question is where Chancellor Angela Merkel will invest her enormous political capital. Her choice may well define the future of the eurozone and European integration.

The Eurozone’s Calm Before the StormProject Syndicate
A little more than a year ago, in the summer of 2012, the eurozone, faced with growing fears of a Greek exit and unsustainably high borrowing costs for Italy and Spain, appeared to be on the brink of collapse. Today, that risk has diminished significantly – but the factors that fueled it remain largely unaddressed.

Towards a European Banking UnionECB
Keynote Speech by Yves Mersch, Member of the Executive Board of the ECB, 30 September 2013

Italy - Political deadlock once moreDanske Bank (pdf)

Following the resignation of Silvio Berlusconi’s ministers, Italy is once again heading for new electionsEuropp / LSE

Statement by the EC and the ECB following the conclusion of the fourth review of the financial assistance programme for SpainECB

Spain: Statement on the Fourth Financial Sector Monitoring MissionIMF

How QE Alters Bond Yields (Or Rather How It Does Not)dshort
BofAML Warns "Risk Off" To Continue This WeekZH

Three Budget Battles, Three Different Economic RisksWSJ
The latest budget fight in Washington is really three different conflicts coming together: two of them are modest (though still meaningful) risks to economic growth; one of them, a debt default, could devastate the economy.

Don't forget what the shutdown is really aboutWonkblog / WP
This is all about stopping a law that increases taxes on rich people and reduces subsidies to private insurers in Medicare in order to help low-income Americans buy health insurance. That's it.

Every government shutdown ever, in one chartWonkblog / WP

The Old and New “Rome” Threaten Economic RecoveryPIIE
The neoclassical architecture of Washington, DC is not all that is evoking Rome these days. Regrettably, on the eve of a possible US government shutdown, the political scene in the nation’s capital increasingly looks like the fractured and malfunctioning politics of Italy, especially when it comes to right wing extremism.

Chicago PMI Jumps To 4-Month High Even As Employment Tumbles To 5-Month LowZH

Key Events And Issues In The Coming WeekZH

Emerging Markets Preview: The Week AheadMarc to Market

IMF World Economic Outlook (WEO) - Transitions and Tensions IMF
October 2013 Analytical Chapters 3 and 4

EKP:lla on tilaa liikkuaHenri Myllyniemi / Piksu

Asuntolainojen marginaalien kasvu pysähtyiTalSa