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EUROPE
EU: change or die – FT
Guy Verhofstadt: Europe’s
Leadership Crisis – Project
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 Lawmakers – BB
Saxo on Brexit: When the
phoney war is over – TF
UNITED STATES
US FOMC Review – Daiwa
December rate hike is looking likely – Pictet
OTHER
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 Monetarism – Lars
Christensen
REGULARS
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
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 Markets
– TF
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-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Dollar Remains Under Pressure
Post-Fed, though the Yen Stabilizes
Daily Market Comment
– Macro Man
Fed post-mortem
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
US Open – ZH
Soothing Fed Sends Global Stocks, US
Futures, Commodities Higher
Frontrunning
– ZH
FX Update
– TF
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 Floor
– TF
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.
FINNISH
Aamukatsaus – Nordea
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