Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Asia Morning MoneyBeat: Bulls Trying to Dig Out of
August Hole – WSJ
MORNING BRIEFINGS
Industrial production
for France and two updates for the US - the NFIB Small Business Optimism Index and
the Job Openings and Labor Turnover Survey - are among the key numbers to watch
today.
Market Preview: Syrian action woes ease and
focus on Italian GDP – TradingFloor
European markets are
likely to open higher Tuesday amid easing concerns of an imminent US-led
military action against Syria. Today's Chinese industrial production and
retail sales data have been strong. Going forward today,
Italian GDP is in focus.
Danske Daily – Danske
Bank (pdf)
Chinese
industrial production data, ECB’s Asmussen speaks “The global monetary policy
stance: what are the risks?”
Market comment: Geopolitical chess – Nordea
Bond market
tranquility * Data from China keeps printing on the strong side * Obama to make
his case on prime-time TV tonight * Fed´s Williams expects tapering to start
later this year * Bank of France revises up Q3 GDP forecast * Berlusconi
expulsion debate continues today * Japan – Sales tax decision date set and
minutes from BoJ * Centre-right wins majority in parliament in Norway * French
production and US small business optimism index on the agenda * Plenty of
issuance on today´s calendar
Aamukatsaus – Nordea
Ei huolta, Kiina
ei romahda * Suomen kauppatase alijäämäinen heinäkuussa * Öljyn hinta
voimakkaassa laskussa Syyria-uutisista
Aamukatsaus – Tapiola (pdf)
EUROPE
German political
debate is peculiarly parochial considering it is the leading power in Europe
EU should refine its welfare policy – Hugo
Dixon / Reuters
Free movement of
people in the EU is hugely valuable, but it is under attack from those who
accuse immigrants of “welfare tourism”. Though this isn’t widespread, it is a
hot issue - especially in the UK, where it could fuel Brexit. The benefit rules
should be tightened.
OTHER
Weekend Sentiment Summary (September Week 1) – The
Short Side of the Long
FINNISH
Suomi
pihtisynnyttää kantaansa pankkien saneeraukseen – HS
Suomi aikoo hyväksyä
yhteisen kriisirahaston, johon kerättäisiin rahaa EU-maiden pankeilta.