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Thursday, September 14

14th Sep - Quiet

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Juncker’s uni-vision for Europe – Politico
Juncker’s State of the Union speech – the good, the bad and the ugly – Open Europe
Europe reacts to Juncker’s State of the European Union speech – Open Europe

Fight on the Right Raises Populist Risk for Italian Election – BB

Bank of England May Hike Rates Within Months – BB
Pound Jumps as Markets Bring Forward BOE Rate-Rise Expectations – BB
Bank of England review: November hike is now a close call – Danske Bank

The ECB’s story on Target2 doesn’t add up – FT
Economic and financial priorities for relaunching the Eurozone and the EU – ECB

'Risk On' Just Ain't What It Used to Be – BB
The Odds Of A Market Correction In The Next 3 Months – ZH

Morning Report APACTF
The Nikkei and Kospi were higher in morning trade while the ASX200 lost ground as markets awaited key China data.

FirstFT Daily BriefingFT
Wind in EU’s sails, McKinsey in crosshairs, FT interviews Ivanka

BOE’s Rates Dilemma, U.K. Investment Consultants Face Competition Probe

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Disappointing Chinese data, US CPI today * SNB, BoE and CBRT meet today * Yields increase further as risks abate * EUR/USD below 1.19

Morning MarketsTF
The latest upward surge in the US equities rally has hedge fund managers expressing concern over a potential bubble with many seeking protection as stock prices continue to climb.

From the FloorTF
A firmer US dollar after the greenback's recent battering is one incipient sign that optimism about the 'Trump trade' may be recovering after the US president's surprise deal with Democrats on the debt ceiling.

Brussels PlaybookPolitico
How Juncker’s speech played — The pain in Spain

US PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

Global Stocks Pull Back From All Time Highs On Poor Chinese Data; All Eyes On CPI


FX UpdateTF
The steep recent sterling rally faces risks of an ugly comeuppance today if the BoE fails to encourage the recent upgrade of rate expectations. Elsewhere the greenback has rallied at least in part due to Trump's fresh political moves that are reviving at least a shadow of the former "Trump Trade".

Kohti Fedin koronnostoa - tänään julkaistaan USA:n elokuun inflaatio * Ison-Britannian työmarkkinaraportti oli kaksijakoinen * Kiinan talousluvut jäivät odotuksista