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Tuesday, September 12

12th Sep - Quiet

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What to expect from Juncker’s “State of the Union” speech tomorrow – Open Europe
How Western Capital Colonized Eastern Europe – BB
Thank Economic Growth for Germany’s Boring Elections – BB

The Daily Prophet: It's Hard to Keep a Good Stock Market Down – BB
The Daily Prophet: Reflation Trades Show Signs of Life Again – BB
Japan: Running on all engines – Danske Bank
Changes to our ECB and Fed scenarios – ABN AMRO
Ari says get long steepeners – The Macro Tourist
Taking the smart beta plunge? Follow these golden rules – Modern Investor
There Is Value in the Value Factor – CFA Institute

Morning Report APACTF
Japan's Nikkei 225 rose 1.08% in early trade and the US dollar held onto overnight gains against the yen.

FirstFT Daily BriefingFT
Brexit bill passes, soccer’s culture of corruption, Apple’s big day

Brexit Battles Remain for May, U.K. Faces Labour Market ‘Shock’

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Equities leap, yields rise, new soft sanctions on North Korea * More inflation data on the agenda * Yields rise and Austria surprises with possible 100-year syndication * EURUSD approaches 1.195

Morning Markets TF
Shares traded higher after hurricane Irma was downgraded to a level of a less dangerous storm. Stormy it is still however when it comes to the relations of North Korea to the rest of the world. The widely isolated dictatorship state got punished with additional sanctions.

From the FloorTF
Risk appetite continued to swell overnight as Asian markets followed the US' bullish Monday path. Meanwhile, the loonie continues to surge with Canadian two-year rates now 20 basis points above their US counterparts.

Brussels PlaybookPolitico
Center-right Norway win — Fake news database — May wins Brexit battle, here comes the war

US PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

World Stocks Hit Fresh Record High As Irma, Korea Rally Continues; Pounds Surges


FX UpdateTF
As risky assets surge and bond yields bounce back from the recent relentless slide the yen and Swiss franc are the market’s favorite shorts. The strongest G10 currency of late has been the loonie but beware of what awaits Canada as the BoC moves to pop the housing bubble.

Tänään saadaan Ison-Britannian inflaatioluvut | Odotamme Ruotsin inflaation hidastuneen | Turvasatamakysyntä laski, riskinottohalukkuus kasvoi