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Tuesday, September 19

19th Sep - Quiet - Fed's decision tomorrow

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Eurozone politics are becoming boring again – BlackRock
Macron to Bring French Public Spending to Lowest in 10 Years – BB

Editorial: What Germany Wants Isn't What Europe Needs – BB
Bundestagswahl Special 2017: The final countdown – Deutsche Bank
German Investor Confidence Surges as Concerns Over Euro Fade

Base money, broad money and the APP – ECB
Structural reform needs in the euro area: survey of large companies – ECB
ECB seen keeping option to prolong bond-buying again in 2018– Reuters
Euro Tumbles On Report ECB Is "Concerned And Divided" Over End To QE – ZH

Trump Will Call for Action on North Korea, Iran in First UN Address – BB
Trump says if threatened, U.S. will 'totally destroy' North Korea – Reuters
Trump Needs a Win? Infrastructure Should Be a 'Gimme' – BB
We Didn't Normalize Trump. We Normalized the Left's Violence. – BB

Fed may open door for December rate increase – Pictet
Fed to start reducing balance sheet – ABN AMRO

U.S. current account widens sharply in second quarter – Reuters
U.S. import prices post biggest gain in seven months – Reuters
U.S. housing starts fall for second straight month – Reuters

The most overpriced asset in the world? – Kevin Muir
The Daily Prophet: Stock Traders, Take the Rest of the Year Off – BB
Moderate deceleration underway in China – Pictet
Deutsche Bank’s Jim Reid: "This Is Where The Next Financial Crisis Will Come From" – ZH
Norway’s Wealth Fund, World’s Biggest, Hits $1 Trillion – BB

Morning Report APACTF
Most Asian markets were up in morning trade as investors awaited the FOMC meeting later today.

FirstFT Daily BriefingFT
May takes back control, Hurricane Maria intensifies, Trump addresses UN

Why a U.K. Rate Hike Could Be Followed By a Cut, What Is Bitcoin Actually Worth?

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Light calendar in terms of data * Portuguese yields drop 36bp on S&P rating lifted to investment grade * EURUSD unchanged as market waits for FOMC

Morning MarketsTF
Japanese stocks rose sharply on Tuesday with a lift from a stronger US dollar which helped drive the Nikkei 225 up nearly 2%. Sentiment was also boosted by another record-high close for Wall Street stocks on Monday.

From the FloorTF
US president Donald Trump is scheduled to speak in the United Nations Security Council today, his first appearance before the transnational body. Markets will watch his remarks on North Korea closely both for their potential bellicosity but more importantly for his willingness to involve China more directly in the ongoing standoff.

Daily Market CommentMarc Chandler
Quiet Tuesday, Follow the Leader

Brussels PlaybookPolitico
German election countdown — Madrid fights back — Orbán cries rape

US PlaybookPolitico

Five Things You Need to Know to Start Your DayBB
Trump in UN * Toys are bust * Fed meeting * Markets quiet * More storms

Global Equities Hit New All Time High Ahead Of The Fed; VIX < 10; Japan Stocks Surge


FX UpdateTF
US President Trump will speak at the UN today on North Korea and Iran – potentially a critical speech depending on the degree to which China is blamed for the rogue state’s aggressions. Elsewhere the Bank of Canada poured cold water on the CAD rally and EURUSD is poking at 1.2000 after a Portuguese debt upgrade.

Markkinat hinnoittelevat Englannin keskuspankin koronnostoa yhä vahvemmin| Kiinan talouskasvu on tänä vuonna yllättänyt positiivisesti | Tänään on tulossa hiljainen päivä

Taloudellinen katsaus julkaistu 19.9.VM

Touko Aalto paljastui höpöttelijäksi – Professorin ajatuksia
Ennenaikainen riemu Nordeasta – Peter Nyberg