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Tuesday, September 26

26th Sep - Quiet

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

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

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

Morning Report APACTF
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 BriefingFT
Oil prices on a high, North Korea accuses Trump, the rise of ‘crypto’ hedge funds

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

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Yellen and Macron speak * Lower yields on heightened political uncertainty * EUR down vs all other G10 currencies

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

Daily Market CommentMarc Chandler
Weekend Election and North Korea Rhetoric Helps Greenback Remain Firm

Brussels PlaybookPolitico
En Marche Europe! — Duda’s olive branch — Weber’s 2019 fears

Five Things You Need to Know to Start Your DayBB

Euro Tumbles Ahead Of Yellen, Macron Speeches As Stocks Shake Off Korean Crisis


FX UpdateTF
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.

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