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Tuesday, September 26

26th Sep - Quiet





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EUROPE
Effects of the euro on the synchronisation of business cycles – voxeu


UNITED STATES
Trump Meets With House Democratic Tax Writers in Push for Bill – BB
The Fall, Rise and Fall of Creative Destruction – BB

  FEDERAL RESERVE
Dueling Federal Reserve Presidents – Tim Duy
Evolving Thoughts on Inflation – Marc Chandler
Fed's Brainard: Labor market disparities reducing U.S. economy's potential – Reuters
Fed's Brainard Says Inequality May Sap Consumer Spending – BB


REGULARS
Morning Report APAC – TF
Asian markets were mostly lower in early trade on the weak lead from Wall St overnight and following North Korea's foreign minister saying President Donald Trump had declared war.

FirstFT Daily Briefing – FT
Oil prices on a high, North Korea accuses Trump, the rise of ‘crypto’ hedge funds

WSJ City – WSJ
Brexit Blueprint for ‘Frictionless’ Trade, Oil Back in Bull Market

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
Yellen and Macron speak * Lower yields on heightened political uncertainty * EUR down vs all other G10 currencies

Morning Markets – TF
North Korea's attempt to ratchet up regional tensions sparked caution among Asian equity investors.

Daily Market Comment – Marc Chandler
Weekend Election and North Korea Rhetoric Helps Greenback Remain Firm

Brussels Playbook – Politico
En Marche Europe! — Duda’s olive branch — Weber’s 2019 fears

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

US Open – ZH
Euro Tumbles Ahead Of Yellen, Macron Speeches As Stocks Shake Off Korean Crisis

Frontrunning – ZH

FX Update – TF
The single currency dipped sharply against the Swiss franc and Japanese yen as market nerves are once again on edge over North Korea. EURUSD meanwhile is barely hanging onto the recent range as Yellen is out speaking late today.


FINNISH
Aamukatsaus – Nordea
Saksan vaalitulos painoi euroa | Pohjois-Korean ja USA:n kiristyneet välit lisäsivät turvasatamakysyntää hieman | Tänään ei ole tulossa merkittäviä tilastojulkistuksia