1st Oct - US Close

Previously on MoreLiver’s:

Tuesday US Open

Tuesday EU Open: The Yankees are closed

Monday US Close

Weekender: Weekly Support

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Roundups & Commentary

News – Between The Hedges

Markets – Between The Hedges

Recap – Global Macro Trading

Daily Risk Monitor – Global Macro Monitor

The Closer – alphaville / FT

US: Government Shutdown Craters Gold, Sends Russell To New All-Time Highs – ZH

EUROPE

Germany after the elections – DB Research

Where Will Germany Spend its Money? – WSJ

Ever wondered what Germany was going to do with a current account surplus north of $200 billion, now that its banking system, still haunted by the specter of peripheral euro-zone debt,  is too afraid to invest abroad, and the ECB isn’t paying any interest on excess reserves?

What to Expect From ECB Meeting – WSJ

ECB:  Much to Discuss, but Little Action – Marc to Market                

Portugal: The troika saves us from ourselves – Presseurop

…otherwise Portugal would make the same mistakes that led to the crisis in the first place.

UNITED STATES

  GOVERNMENT SHUTDOWN

The Shutdown: Analysts and Investors React – WSJ

Goldman, IHS, Rabobank, Fidelity, SocGen, Morgan Stanley, Unicredit, Nomura, BNP Paribas, Barclay.

The Economics Of A Government Shutdown – Centives

The Basics: Understanding Concepts Behind the Budget Battle – WSJ

How to Track the Economy During A Government Shutdown – WSJ

Shutdown May Not Be That Politically Risky, History Suggests – Reason

Absolutely everything you need to know about how the government shutdown will work – WP

The nine most painful impacts of a government shutdown – WP

The shutdown's effect on federal contractors is a huge source of uncertainty – WP

WTF Chart Of The Day: VIX Shutdown Edition – ZH

Market Performance & Government Shutdowns – The Big Picture

  MACRO NUMBERS

ISM Manufacturing index increases in September to 56.2 – Calculated Risk

Manufacturing ISM Rejects Earlier PMI Data, Spikes To Highest Since April 2011 – ZH

ISM Manufacturing Hits Highest Level Since April 2011 – Bespoke

ISM Mfg. Index Rises In September. On The Other Hand... – The Capital Spectator

ISM Manufacturing Index Rose 0.5% in September – dshort

OTHER

Global FX Strategy – Is the EUR strength exaggerated? – Nordea (pdf)

or the summary here.