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EUROPE
UNITED KINGDOM
Brexit and Sterling – Simon Wren-Lewis
Goldman warns "much more downside" to come for GBP – ZH
A double deficit and a falling pound – FT
BoE's Carney says not indifferent to sterling level, boosts pound – Reuters
May Loads Team for EU Talks With Pro-Brexit Ministers – Reuters
EUROPEAN CENTRAL BANK
ECB preview: too early to discuss tapering – Danske Bank
ECB on hold next week, set to act in December – ABN
AMRO
UNITED STATES
Elections: Clinton extends lead but don’t rule Trump out – Danske
Bank
Consumer Confidence Crashes To 2-Year Lows, Election Blamed – ZH
October Consumer Sentiment declines to 87.9 – Bill
McBride
Consumer Sentiment unexpectedly drops as outlook sours – BB
US Retail Sales Growth Slumps To Weakest Since Nov 2015 – ZH
Retail Sales increased 0.6% in September – Bill
McBride
Retail Sales in U.S. Rose in September by Most in Three Months – BB
Soft U.S. retail data conceals healthy consumer spending – Pictet
OTHER
What’s Basel? 7 things everyone should know – Politico
REGULARS
EU’s Tusk warns of “hard” Brexit;
China ends industrial deflation * Focus on US retail sales and Fed Chair
Yellen. EUR/USD briefly dipped below 1.10. Higher bond yield momentum took a
breather.
The impact of disappointing China
trade data was felt in Asia today as APAC bourses followed Wall Street into the
red on a broad risk-off mood. Today sees the US out with a retail sales print
and a speech from Fed chair Janet Yellen both of which could move the dollar
and equities if here are any surprises.
Firm Dollar Consolidating, Awaiting
US Retail Sales
Spare the rod and spoil the child
Donald Tusk: It’s ‘hard Brexit’ or
‘no Brexit’ * High court challenge to Article 50 opens as MPs demand vote * France,
Italy, Germany and Spain outline defence plan post-Brexit * Alain Juppé emerges
as favourite in the first French centre-right primary debate
Tusk slams UK government — Wallonia
trips CETA
Global Stocks, Futures Jump On
Strong China Inflation; Oil Rises Above $51
Frontrunning
– ZH
Samsung might look like a buy given
the sharp slide in its share price after the Galaxy Note 7 fiasco but Saxo
Bank's head of equities Peter Garnry fears the South Korean giant has a big
brand reputation issue to overcome.
FINNISH
USA:n vähittäismyynnin uskotaan elpyneen * USA:n
työttömyyskorvaushakemusten määrä yllätti positiivisesti * Viennin kasvu
Kiinaan hidastunut * Yellen puhuu illalla