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Wednesday, September 27

27th Sep - Cautiously positive





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EUROPE
Macron Calls on Europe to Do More, Better – BB
Visionary or Federalist: Europe reacts to Macron’s Sorbonne speech – Open Europe
German election has created a problem for euro area reform – but it can be solved – PIIE


UNITED STATES
Stocks Sink After Trump Tax Plan Leak - Here's What Wall Street Thinks – ZH
Here Is The Leaked Trump Tax Plan – ZH
Trump Tax Cut Odds Start to Make Waves Again in the Stock Market – BB


OTHER
Machine Learning for Investors: A Primer – Alpha Architect


REGULARS
FirstFT Daily Briefing – FT
Trump tax plan, Puerto Rico pleads and God is a bot

WSJ City – WSJ

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
Stronger USD as Fed remains on track for gradual hikes * More Fedspeak and Swedish confidence data today * Yields inch higher as markets oscillate from risk-off to risk-on * EUR/USD drops moving below 1.18

Morning Markets – TF
Asia-Pacific stocks struggled to find a direction on Wednesday while the US dollar firmed in the Asian session after Fed chief Janet Yellen expressed support for the continued gradual raising of interest rates.

Daily Market Comment – Marc Chandler

Brussels Playbook – Politico
Macron’s dreams — Venezuela sanctions — Corbyn, PM-in-waiting?

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

US Open – ZH
Dollar Surges, Bonds Dump Ahead Of Trump Tax Plan

Frontrunning – ZH


FINNISH
Aamukatsaus – Nordea
BoE availee ammusvaraston ovea * Useammat Fedin avomarkkinakomitean jäsenet pitävät puheita tänään * Ruotsissa julkaistaan teollisuuden luottamus * Tšekin keskuspankki kokoustaa tänään