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EUROPE
Germany Needs Some of
its Own Medicine – BB
Biggest European Junk
Bond Fund Says Now Is Time to Be Fearful – BB
UNITED STATES
TRUMP
Editorial: Trump Strikes a False Note at the United Nations – BB
Editorial: Trump Strikes a False Note at the United Nations – BB
Editorial Congress needs
to learn how FBI meddled in 2016 campaign – WSJ
The Constitution Is
Passing the Trump Stress Test – BB
FEDERAL
RESERVE
Robert Burgess: Fed Has
Markets Right Where It Needs Them – BB
Tim Duy: Fed Would
Surprise Markets If It Stays Hawkish – BB
Fed conflicted by tepid
U.S. inflation, global economic rebound – Reuters
El-Erian: The Next Step
in the Fed’s Beautiful Normalization – BB
Why this Fed meeting
won’t be a non-event – ING
Why This Time Is
Different: "Fed Guidance Really Matters" – BB
ING’s Fed meeting cheat
sheet – ZH
Fed Day With Extremely
Loose Financial Conditions – GMM
Traders’ Game of the
Day: Spot the Dots – WSJ
FX Traders Haven't Been
This Worried About FOMC Since Last Year – ZH
Too much attention on
the Fed as other central banks still printing – BB
Is The Fed About To
Admit The Market Was Right All Along – ZH
Prudence, politics force
Fed to begin shedding U.S. bonds – Reuters
FOMC Statement – FED
FOMC Economic
Projections – FED
Fed keeps rates steady, approves portfolio cuts in October – Reuters
Fed keeps rates steady, approves portfolio cuts in October – Reuters
Fed Signals Another 2017
Rate Hike, Asset-Shrinking to Start Next Month – BB
FOMC Shrugs Off Hurricane
Weakness, Unwind StartsIn October – ZH
Dollar Jumps, Yield
Curve Dumps, 2Y Yield To Highest Since 2008 – ZH
Traders Getting on Board
With One More Rate Increase This Year – WSJ
The Fed’s New Dot Plot –
BB
Dollar Climbs, Bonds
Slide as Fed Sees 2017 Hike – BB
OTHER
FANG
Stocks Take Repeated Hits and the World Keeps Spinning – BB
How
We Got Hooked on Central Banks' Guidance – BB
Abe
and BOJ – Marc
Chandler
Vanguard
Warns of Decade of Muted Returns Despite Strong Growth – BB
Ideas aren’t running
out, but they are getting more expensive to find – voxeu
REGULARS
Morning Report APAC – TF
Asian markets opened down as investors waited on news from the FOMC
meeting. In his UN speech Trump threatened to "totally destroy" North
Korea if its nuclear program imperils America and its Asian allies.
FirstFT Daily Briefing – FT
Second Mexico earthquake, Alexa on the move, Trump UN speech panned
WSJ City – WSJ
How Far the Fed Could Go, Small Business Optimism Drops to Post-Brexit
Low
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Tough words, progressing tax reform, Fed ahead * The Fed’s balance sheet
plans in focus today * Euro area yields inched lower * EURUSD only slightly
higher
Morning Markets – TF
Caution was the key theme in Asian markets today with many investors
awaiting the outcome of the FOMC meeting before making any major decisions.
Donald Trump's bellicose speech before the UN Tuesday with harsh warnings for
Pyongyang also has markets wary.
Daily Market Comment – Marc Chandler
Shrinkage and Beyond
Brussels Playbook – Politico
EU’s global terror plan — May’s pay day — Trump’s UN speech
US Open – ZH
Global Markets, US Futures Barely Move With All Eyes On The Fed
Frontrunning – ZH
FX Update – TF
The Fed will take the notable step of announcing the start of unwinding
its enormous balance sheet at today’s meeting though this has been thoroughly
flagged in advance. The bigger question for the market is the degree to which
the Fed climbs down from its rate forecasts for a December hike and the hiking
path for next year and beyond.
FINNISH
Aamukatsaus – Nordea
Fedin kokous: Yellen
linjaa tänään pitkien korkojen suunnan * EURCHF-valuuttapari korkeimmalla
tasolla sitten vuoden 2015 * Markkinoilla rauhallista