Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Europe Morning MoneyBeat: Stocks Inch Up With One Eye
On Washington – WSJ
MORNING BRIEFINGS
The divergence between
European and US confidence is growing because of a risk of government shutdown and even
default - just like in 2011. Luckily, the PCE-inflation measure should give the
Fed more time to think about tapering.
European markets are
likely to open higher on Friday. Investors will eye today’s EU sentiment
indices and German CPI for further cues. Also, news flows from the Italian
political arena and US budget negotiations are likely to alter risk
sentiment.
Danske Daily – Danske
Bank (pdf)
Europe: Germany’s
SPD decides whether it will enter into talks with CDU/CSU about a grand
coalition government and on what conditions. Draghi speaks. US: attempts to secure
an agreement on the temporary funding bill for the new budget year starting on
Tuesday to avoid a government shutdown. Four Fed speakers.
Market comment: the budget farce continues – Nordea
Relatively quiet
session in core govies * The US budget negotiation farce continues
* Is a new
political crisis in Italy on the way? * Euro area loan demand still on the weak
side * Loaded macro-economic agenda * Draghi and voting FOMC troika
Evans/Rosengren/Dudley are scheduled to speak * Italy to sell up to EUR 6bn
2018 and 2024 bonds * US mid-curve segment looks attractive
Aamukatsaus – Nordea
Matelevasta
luotonannosta paineita EKP:lle * USA kriisin partaalla * Italiassa poliittiset
riskit koholla
Aamukatsaus – Tapiola (pdf)
EUROPE
Benoît Cœuré: The usefulness of forward
guidance – ECB
Italy on
Verge of Downgrade to Junk; Silvio Berlusconi’s Supporters Threaten Mass
Resignation from Parliament – Mish’s
UNITED STATES
Budget Battle
Q&As and Dates to Watch – WSJ
Where Is the Panic Over Deflation? – View
/ BB
FINNISH
VATT:n
Vartiainen hakee VM:n kansantalousosaston päälliköksi –
Verkkouutiset
Osakeasuntojen hinnat lähes ennallaan
elokuussa – Tilastokeskus
Kuluttajien luottamus lähes ennallaan
syyskuussa – Tilastokeskus