EUROPE
Wind and solar mandates are breaking Europe's electric
utilities.
Eurozone inflation
hits its lowest levels for three years – Open
Europe
The German
Association of Family Businesses: “a fundamental re-calibration of the EU
Treaties” – Open
Europe
To consider a proposal designed to make banks more resilient during a
liquidity crunch.
Post-deal optimism – alphaville
/ FT
It’s wise to be cautious whenever Wall Street strategists play political
prognosticators, but these points from Barclays about the recent deal to lift
the debt ceiling and reopen the government seem sensible enough, if a bit more
sanguine than is warranted:
MISSING DATA
Updated Schedule – BLS
Schedule for backlog
of US data releases – TradingFloor
BLS Releases Updated Economic Data Schedule - B
Data delayed, taper
too?
– alphaville
/ FT
A guide from Capital Economics, based partly on the experience of the
1990s, about the anticipated return of certain indicators
Implications of the
Government Shutdown on Inflation Estimates – FED
October Impact: Delay and Potential Processing Error, November through
May Impact: Sampling Error
ASIA
China Q3 GDP
Economy expanded 7.8% in Q3 y-o-y – FT
Growth fastest this year, but outlook murky – Reuters
Growth Rebounds After Li Stimulus to Meet Target – BB
Moderate recovery in Q3 – Danske
Bank
Target this year is saved – Nordea
China’s growth prospects:
bulls and bears – The
A-list / FT
Credit raters are
rattling their sabres at the American political leadership, and Fed presidents
will probably complain how the lack of data postpones the tapering. The
two-year yield spread of Germany and US is at interesting levels.
Danske Technical
Update
– Danske
Bank
USD selloff may soon
face headwinds – TradingFloor
The US' BLS has released
the schedule for data releases, as we look for the employment report next
Tuesday. USDCAD is about as sleepy as it has ever been – so volatility is cheap
for those who want to express a directional view.
FINNISH
"Otetaan markka takaisin" – KL
Sijoittajaksi
vaihtanut, Ålandsbankenin varainhoitoyhtiön entinen toimitusjohtaja Stefan
Törnqvist epäilee yhä euroa.
Sosialidemokraattien alamäki – Tyhmyri
Syyt
löytyvät toteutetusta politiikasta
Suomen luokitus säilyi vielä – Uhkaava viesti
seuraavalle hallitukselle – US
Presidentti Niinistö: Suomella kolme syytä
olla tiukka eurokentillä – TalSa
"Järjen ääni tuppaa tulemaan ulos" – TalSa
Rahakkaiden elämäkerrat taisteluna vallasta – J.
Sakari Hankamäki