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Thursday, September 28

28th Sep - Rally trods on carefully

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Why Germany's Shakeup Won't Help Greece – BB
What Spain Secession Vote Means to Investors and What's to Come – BB

Peter Praet: Asset purchase programme and financial markets (Slides) – ECB
Paul Thomsen: The Euro Zone: What’s Next – IMF
Macron’s push for a deeply integrated EU will face difficulties ahead – Open Europe

“Inflation Weakness Is Temporary” – Tim Duy

Still a long way to go for tax reform – Danske Bank
The New Republican Tax Plan Still Isn't a Plan – BB
Trump proposes U.S. tax overhaul, stirs concerns on deficit – Reuters
Economists Have No Use for Republican Tax Cuts – BB
Market Gives Up Tax-Hope Gains After UBS Says “Won't Happen” – ZH
Mnuchin Says 3% Growth ‘Very, Very Doable’ Under Trump Tax Plan – BB
Here’s How Tax Reform Could Squeeze the Middle Class – BB
A Trillion-Dollar Deduction Could Get Axed to Fund Trump Tax Plan – BB

The Trump Trade Is Back – BB
How should a Trump portfolio look? – #SaxoStrats – TF
Small-Caps Break Out To All-Time Highs! – All Star Charts
Buffett's Hedge-Fund Bet Was a Virtual Sure Thing – BB

Bannon’s Back and Targeting China – BB

Morning Report APACTF
Asian markets were mostly up in early trade following the lead from Wall St. The USD also rose following the unveiling of Trump's tax-reform plan.

FirstFT Daily BriefingFT
Corbyn in command, China’s fake Washington Post, Hugh Hefner dies

U.K. Misses Out as EU Weighs Overhauls, Why Trump Tax Plan May Not Boost Buybacks

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Snap election in Japan, US tax reform, stronger USD and higher bond yields * Inflation day today and inflation day tomorrow * Rates up * Little volatility in FX markets

Morning MarketsTF
The dollar soared equities roared ahead and safe-haven assets like gold and the Swiss franc went into a tailspin overnight after US president Donald Trump elaborated on his plans for wide-ranging tax cuts a key element of his electoral platform.

Daily Market CommentMarc Chandler
Greenback Consolidates while Yields Continue to March Higher

Brussels PlaybookPolitico
End of Schäuble era — May’s trade reality check

Five Things You Need to Know to Start Your DayBB

US Open ZH
Global Bond Rout Accelerates Even As Dollar Rally Fizzles


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