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Monday, September 4

4th Sep - US closed, rally after N-Korea

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September Macro Update: Employment Growth Slows FurtherFat Pitch
The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely.

Macro Monday: The binary BoC mute EBC and Fed flock – TF
The Week's Key Events: All Eyes On The ECB – ZH
North Korea escalates crisis further - but war still unlikely – Danske Bank

Morning Report APACTF
North Korea's testing of a nuclear device was recorded as ten times the strength of any of their previous tests. The sharemarkets across the region have fallen in response and safe haven assets such as treasuries yen and gold are in the ascendant

FirstFT Daily BriefingFT
UN meets on N Korea, Bell Pottinger chief quits, is Zika gone for good?

North Korea Test Hits Stocks, True Brexit Red Line, Stars Align for Europe’s Banks

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Rising geopolitical risks amid central bank week * Roller-coaster ride in financial markets * Geopolitics to drive safe haven flows

Morning MarketsTF
Asian equities retreated sharply following the latest ratcheting up of tensions by North Korea while safe-havens such as gold and the yen gained ground. Reactions to this latest provocation indicate a growing rift between a diplomatic Seoul and a more bellicose US.

From the FloorTF
North Korea's detonation of a large nuclear test bomb at the weekend knocked Asian stock markets and sparked a flight to perceived safe-haven assets, including gold, the Japanese yen and government bonds.

Brussels PlaybookPolitico
North Korea shockwaves — Merkel safe in debate — Brexit bill
Global Risk Pares Losses Despite Report Of Imminent N.Korea ICBM Launch
Frontrunning – ZH

FX UpdateTF
North Korea has set markets on edge with a nuclear bomb test. Geopolitics aside the market is looking forward to four central bank meetings this week among the G10 currencies with the Bank of Canada on Wednesday and ECB on Thursday likely to generate the most volatility.

EKP kokoustaa torstaina | USA:n tyƶmarkkinaraportti oli odotuksia heikompi | Pohjois-Korea heilautti markkinoita