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Thursday, September 22

22nd Sep - Post-CB bullish

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EU: change or die FT

Guy Verhofstadt: Europe’s Leadership CrisisProject Syndicate
The recent informal EU summit in Bratislava, Slovakia, was supposed to demonstrate solidarity and kick-start the post-Brexit reform process. But instead of displaying unity, the meeting revealed only further division.

Deutsche Bank Woes Sparks Concern Among German LawmakersBB

Saxo on Brexit: When the phoney war is over – TF

US FOMC ReviewDaiwa

December rate hike is looking likelyPictet

Has the BoJ signalled the end of QE as we know it?FT
BoJ: A Good Strategic Revision but Tactics Still Lag – PIIE

Noah Smith is clueless about MonetarismLars Christensen

Danske DailyDanske Bank

Fed on hold but set the stage for December * Norges Bank to remain on hold today? The UST curve bull flattens on Fed * Fed abstinence weakens USD and EUR.

Morning MarketsTF
The central-bank D-Day Wednesday turned into something of a damp squib although the Fed has tried to underpin a commitment to a rate move in December.

Euro wrap-upDaiwa

Daily Market CommentMarc Chandler
Dollar Remains Under Pressure Post-Fed, though the Yen Stabilizes

Daily Market CommentMacro Man
Fed post-mortem

Daily Press SummaryOpen Europe

Brussels PlaybookPolitico

Soothing Fed Sends Global Stocks, US Futures, Commodities Higher


FX UpdateTF
The Fed blinked once again surprising few though there were sufficient believers in a hike yesterday to see the USD weaker once the central bank announced its hold on policy.

From the FloorTF
The Fed hit the pause button last night flagging a rate hike in December instead and the dollar tumbled against a broad range of currencies while stock and bond prices soared.

Fed nostaa ohjauskorkoa joulukuussa * Riksbankin pöytäkirja ei tuonut yllätyksiä * EKP ilmoittaa, miten paljon rahoitusta pankit hakivat TLTRO II -rahoitusoperaatiosta * Markkinat uskovat Norjan keskuspankin pitävän ohjauskoron ennallaan