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Thursday, September 7

7th Sep - Dull ECB - more in October



 


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EUROPE
Macron, in Greece, pushes vision of deeper euro zone integration – Reuters

  EUROPEAN CENTRAL BANK
ECB Preview: A Trapped Mario Draghi Makes A Decision – ZH
Helping Draghi Talk The Euro Down – ZH
When Will the ECB Pull Its Trillions From the Markets? – BB

Monetary policy decisions – ECB
ECB Keeps Stimulus Unchanged as Investors Await Draghi Insight – BB
ECB keeps door open to even more stimulus – Reuters
Introductory statement to the press conference – ECB
EUR Surges, Bund Yields Tumble As Draghi Sends Conflicting Messages – ZH

Macroeconomic projections for the euro area, September 2017 – ECB
Euro Slides After ECB Releases FX Forecasts Topping At 1.18 In 2019 – ZH
Draghi Does not Stop Euro from Rising – Marc Chandler
ECB cites inflation-dampening euro rate as policy factor – Reuters
Draghi Says Euro a Concern as ECB Targets October Decision on QE – BB
ECB review: At a snail’s pace towards October – Nordea
No action today, most tapering details in October – ING
ECB & EUR: Achieving the best case realistic scenario – ING
Europe's Central Bank Is Wise to Be Patient With Low Inflation – BB
Draghi’s euro warning not credible – ABN AMRO


UNITED STATES
Editorial: Putting an End to Debt-Ceiling Nonsense – BB
Editorial: Donald Trump's Fed – BB
Tim Duy: Fed Policies Aren't Distorting Asset Prices – BB


OTHER
Steen's Chronicle: All great things are simple... except right now – TF


REGULARS
Morning Report APAC – TF
A deal on US debt between the Democrats and US President Donald Trump has given Asian shares a fillip this morning with all major Asian indices rising

FirstFT Daily Briefing – FT
Repeal bill in the house, Deutsche embraces robots, Irma’s devastation

WSJ City – WSJ
Draghi Faces Policy Dilemma, Cohn Unlikely to Get Fed Job, Pensions Dial Up Risk

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea
Risk appetite improves, focus on ECB and Riksbank today

Morning Markets – TF
US president Donald Trump reached an agreement with Democratic congressional leaders to extend the country's debt ceiling and avoid a government shutdown over the budget boosting shares. Today the ECB's latest report has investors looking for updates on the bank's bond purchase programme.

From the Floor – TF
Financial markets expect European Central Bank president Mario Draghi to bring some clarity to the ECB's plans for winding down its quantitative easing programme when he holds a news conference after today's meeting of the bank's governing council in Frankfurt. In other central bank news, US Fed vice chairman Stanley Fischer announced yesterday he would step in mid-October, and the Bank of Canada stunned with a surprise rate hike.

Daily Market Comment – Marc Chandler
ECB Focus for Sure, but not Only Game in Town

Brussels Playbook – Politico
State of the Juncker — Caribbean devastated — Catalan insurrection

US Playbook – Politico

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

10 things you need to know before the opening bell – BI

US Open – ZH
All Eyes On Draghi: Futures Flat, Euro Surges, Dollar Slides; Yuan Breaches 6.50

Frontrunning – ZH


FINNISH
Aamukatsaus – Nordea
EKP: Päätös osto-ohjelman supistamisesta (tapering) lähenee | Ruotsin keskuspankki pitää kokouksensa tänään | Olemme julkaisseet uudet talousennusteemme