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Tuesday, October 1

1st Oct - 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: Government Shutdown Craters Gold, Sends Russell To New All-Time Highs – ZH

Germany after the elections DB Research

Where Will Germany Spend its Money? WSJ
Ever wondered what Germany was going to do with a current account surplus north of $200 billion, now that its banking system, still haunted by the specter of peripheral euro-zone debt,  is too afraid to invest abroad, and the ECB isn’t paying any interest on excess reserves?

What to Expect From ECB MeetingWSJ

ECB:  Much to Discuss, but Little Action Marc to Market                

Portugal: The troika saves us from ourselvesPresseurop
…otherwise Portugal would make the same mistakes that led to the crisis in the first place.

The Shutdown: Analysts and Investors ReactWSJ
Goldman, IHS, Rabobank, Fidelity, SocGen, Morgan Stanley, Unicredit, Nomura, BNP Paribas, Barclay.

The Economics Of A Government ShutdownCentives

The Basics: Understanding Concepts Behind the Budget BattleWSJ

How to Track the Economy During A Government ShutdownWSJ

Shutdown May Not Be That Politically Risky, History SuggestsReason

Absolutely everything you need to know about how the government shutdown will workWP

The nine most painful impacts of a government shutdownWP

The shutdown's effect on federal contractors is a huge source of uncertaintyWP

WTF Chart Of The Day: VIX Shutdown EditionZH

Market Performance & Government Shutdowns The Big Picture

ISM Manufacturing index increases in September to 56.2 – Calculated Risk
Manufacturing ISM Rejects Earlier PMI Data, Spikes To Highest Since April 2011 – ZH
ISM Manufacturing Hits Highest Level Since April 2011 – Bespoke
ISM Mfg. Index Rises In September. On The Other Hand... – The Capital Spectator
ISM Manufacturing Index Rose 0.5% in September – dshort

Global FX Strategy – Is the EUR strength exaggerated?Nordea (pdf)
or the summary here.