Google Analytics

Monday, September 11

11th Sep - Bull Monday





Follow ‘MoreLiver’ on Twitter


EUROPE
Europe Needs German-Style Supervision of Small Banks – BB

The transmission of the ECB’s monetary policy in standard and non-standard times – ECB
Cœuré plays down euro impact but still signals easy policy – ABN AMRO
ECB's Coeure Warns Persistent Euro Gains May Weigh on Inflation – BB


OTHER
Macro Monday: North Korea and Irma aftermath – TF
This will be a week of adjusting after the double hit of stoms over the southern United States and a weekend pause in the belligerence of North Korea. But make no mistake, it could still be a pivotal week on the global macro and geopolitical front

Demographics will reverse three multi-decade global trends – BIS

  
REGULARS
Morning Report APAC – TF
The Asian market was enjoying a breather this morning as both the US storm threats and last week's North Korean belligerence receded. The Topix was up in early trading as was the Hang Seng

FirstFT Daily Briefing – FT
Irma; Goldman-UK; Drone King

WSJ City – WSJ
Hurricane Irma Weakens After Lashing Florida, Risk Assets Rise

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
Lack of North Korean action boosts dollar and equities, EUR/USD remains above 1.20 * Inflation week ahead

Morning Markets – TF
Asia-Pacific shares rallied on Monday as the weekend passed without another North Korean missile launch or test blast, which had been feared. The US dollar firmed, and gold, the Japanese yen and other safe-haven assets softened. Meanwhile, Hurricane Irma, which battered Florida, was downgraded when it proved less powerful than feared upon landfall.

From the Floor – TF
Traders were loath to carry much risk through the weekend given Hurricane Irma and North Korea's Foundation Day, where many expected a new weapons test, but today's session sees sentiment rebounding.

Brussels Playbook – Politico
Brexit troublemakers — Selmayr allegation — Euroskeptic disarray

US Playbook – Politico

Five Things You Need to Know to Start Your Day – BB

10 things you need to know before the opening bell – BI

US Open – ZH
Global Stocks Roar Back To All-Time Highs As Irma, North Korea Fears Fade

Frontrunning – ZH
 

FINNISH
Aamukatsaus – Nordea
Tällä viikolla saadaan inflaatiolukuja useista maista | Tulossa myös keskuspankkikokouksia | Ison-Britannian teollisuus- ja tehdastuotanto yllätti positiivisesti