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Tuesday, October 1

1st Oct - EU Open: The Yankees are closed

Previously on MoreLiver’s:

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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat: Congress Plays Hardball, Markets Watch – WSJ
Europe Morning MoneyBeat: Shutdown – WSJ


MORNING BRIEFINGS
3 Numbers to Watch: EU jobless, UK and US manufacturing indices – TradingFloor
UK Manufacturing PMI, EU Unemployment rate, and US ISM Manufacturing are among today’s key numbers to watch.

Market Preview: US government begins partial shutdown – TradingFloor
European markets are expected to open higher on Tuesday. The US government's partial shutdown began after lawmakers failed to reach an agreement on a spending bill before the midnight deadline. Today's manufacturing PMIs across Europe will be eyed.

Danske Daily – Danske Bank (pdf)
The US government shut down for the first time in 17 years and focus now turns to how long it will last. Although the market reaction so far has been muted, there is a  risk of a further sell-off in stock markets in the coming weeks as the more important battle on raising the debt ceiling comes closer...political crisis in Italy where prime minister Enrico Letta is working to keep the coalition together

Market comment: US shut down – Nordea
Bunds ended yesterday slightly higher *US shut down is the name of today’s game * Watch ISM and final Euro-area manufacturing PMIs today * Details of third arrow of Abenomics announced today

Aamukatsaus – Nordea
USA: Viimeinen sammuttaa valot *Aben etsikkoaika * Euroaluen inflaatio alimmilleen kolmeen ja puoleen vuoteen

Aamukatsaus – Tapiola (pdf)
Osakemarkkinat viikon aluksi laskussa poliittisten riskien myötä. USA:n velkakattokiistassa ei päästy sovintoon ja  liittovaltion toiminnoissa aloitettiin osittainen työsulku. Kiinan aamulla julkaistu teollisuuden ostopäällikköindeksi jäi odotuksista. Myöhemmin tänään euroalueen ja USA:n teollisuuden ostopäällikköindeksit. Osakefutuurit plussalla, indikoiden nousuavausta OMX HEX:iin.

Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat