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Monday, October 9

9th Oct - Lazy correction

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Euro zone ministers debate future of their bailout fund – Reuters
German position paper urges wider role for euro zone bailout fund – Reuters

Editorial: Europe's New Mistake on Failing Banks – BB
Italy vows 'battle' over ECB proposals for bad loans crackdown – Reuters

Wolfgang Schäuble warns of another global financial crisisFT
Merkel agrees to 200,000 refugees cap in bid to build coalition – The Guardian
How Angela Merkel Wins While Disappointing Everyone – BB
Germany's "Open Doors" Are Closing: Merkel Seeks New Limits On Refugees – ZH

Will EU Integration Create More Catalonias? – BB
Currency Convertibility Is Back as a Risk in European Bonds – BB

On track for a December rate hike – Tim Duy

Even Biggest Bull Calls It: "Q3 Earnings Are A Sell The News Event"ZH

More S&P Delta Was Bought In Last 2 Weeks Than At Any Point Since 2007ZH

This could be the first calendar year with positive returns every month

3 investing themes to focus on in Q4

World Economic Outlook, October 2017IMF

October Economic Monthly: How far can central banks go?IGN
Actions speak louder than words for central bankers

FX weekly: Things don’t matter until they doNordea
Things don't matter until they suddenly start to matter, as showcased by the abrupt focus on Catalonia and the new Fed chair in the markets. While EUR/USD trades at our Q4 forecast of 1.17, we think a sell-on rally stance makes sense for now.

OPEC Says 'Extraordinary' Steps Needed for Stable Market in 2018BB
Re-balancing of oil market is underway, more measures may be needed to sustain recovery into next year

Resolution of non-performing loans - policy optionsBIS

Lessons From A Decade Of ETF

Institutional ETF Trading SurveyJane Street
How over 200 global institutional investors are trading ETFs, the counterparties they work with, and how they evaluate liquidity.

Morning Report APACTF
The global outlook appears bleak with fresh tensions over North Korea and little to excite markets in US nonfarm jobs data. But the ASX has shrugged off the gloom with an early surge. And stocks have soared higher in China on their first day of trading after the Golden Week break. Markets are closed in Japan and South Korea today.

FirstFT Daily BriefingFT
Schäuble warns of ‘new bubbles’, US-Turkey tensions escalate and Puerto Rico’s debts

Deutsche’s Top Ranks Split Over Investor, ECB’s Long Goodbye to QE

Danske DailyDanske Bank

US payrolls hit by hurricanes, inflation and politics ahead, TRY tumbles * Political risks back on the agenda * Plenty of intraday volatility on rates market * Recent weakness of GBP continued

Morning MarketsTF
Stocks soared in Shanghai as trading resumed following the end of the long Golden Week break. Equities made hefty gains in Sydney as well. Meanwhile the news about the Turkish lira dominated forex markets after a US/Turkey visa dispute prompted TRY to take a tumble.

Daily Market Comment Marc Chandler
Six Things to Know about How Markets Started the Week

Brussels PlaybookPolitico
Catalans declare what? — Polish embassy intrigue — Brexit realpolitik

Five Things You Need to Know to Start Your DayBB

Global Markets Bounce As Germany, China, Spain Lift World Stocks, Turkey Crash Ignored


Tällä viikolla tulossa inflaatiolukuja useista maista | Itävallan parlamenttivaalit ovat lauantaina | Hurrikaanien vaikutus näkyi USA:n työmarkkinaraportissa voimakkaasti

Maailmankaupan ahdinko hellittää – protektionismi eiNordea