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Friday, October 14

14th Oct - Yellen to speak

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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

ECB preview: too early to discuss tapering – Danske Bank
ECB on hold next week, set to act in December – ABN AMRO

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

What’s Basel? 7 things everyone should know – Politico

Danske DailyDanske Bank

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.

Morning MarketsTF
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.

Daily Market Comment Marc Chandler
Firm Dollar Consolidating, Awaiting US Retail Sales

Daily Market CommentMacro Man
Spare the rod and spoil the child

Daily Press SummaryOpen Europe
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

Brussels PlaybookPolitico
Tusk slams UK government — Wallonia trips CETA

Global Stocks, Futures Jump On Strong China Inflation; Oil Rises Above $51


From the FloorTF
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.

USA:n vähittäismyynnin uskotaan elpyneen * USA:n työttömyyskorvaushakemusten määrä yllätti positiivisesti * Viennin kasvu Kiinaan hidastunut * Yellen puhuu illalla