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Tuesday, October 1

1st Oct - US Open

Previously on MoreLiver’s:

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Roundups & Commentary
Frontrunning – ZH
Overnight: On The First Day Of Shutdown, The Futures Were... Giddy – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
EU daily news – Europa
Daily press summary – Open Europe
  Berlusconi risks party rebellion ahead of confidence vote; Scarpetta: PM Letta may survive vote, but political stability in Italy will remain elusive
Morning MoneyBeat: Government Shutdown Rattles Wall Street – WSJ
Morning Bond Update: US shutdown yet to impact markets – TradingFloor
Shutdown Weighs on Dollar, but Equities Recover and Bonds Ignore – Marc to Market

EUROPE
Nordic Outlook - October 2013Danske Bank (pdf)

The never-ending story: Italy’s political troubleMacroScope / Reuters

Chaos in Rome: Berlusconi Tricks Spark Fear in EuropeSpiegel
Silvio Berlusconi has plunged Italy into another political crisis. It's a wake-up call for Europe and a reminder that, despite what the recent German election campaign suggested, the euro crisis is by no means over yet.

Bundesbank's Weidmann in new sovereign debt warningCNBC

August Euro area unemployment rate at 12.0% EU28 at 10.9% - Europa
Euro zone factory growth eases but strong demand enables price hikes – Reuters
  
UNITED STATES
How big is the Fed’s communications gap? Six months, give or takeMacroScope / Reuters

  SHUTDOWN
Government Shutdown: The Fight Is Win-Win for GOPReason

Great Graphic: S&P 500 Performance around Past Government Shut DownsMarc to Market

US government shutdown sends very bad signalDanske Bank (pdf)

What Will the Government Shutdown Cost?EconoMonitor

Shut HappensZH

Government Has Shut Down 18 Times Since 1976ZH

Why US government shutdown matters littleLong Short / FT

Shutdown starts, 1 million workers on unpaid leaveReuters

Government Shutdown Begins as Deadlocked Congress FlailsBB

Shutdown Would Cost U.S. Economy $300 Million a DayBB
                     
U.S. Shutdown Idles 800,000 as Congress DeadlockedBB
The U.S. government began its first partial shutdown in 17 years, idling as many as 800,000 federal employees, closing national parks and halting some services after Congress failed to break a partisan deadlock by a midnight deadline.

Debt Ceiling Wall of Worry Is Another Reason for U.S. InvestingBB
The U.S. congressional standoff that shut down the government for the first time in 17 years is a buying opportunity for stock investors, if history is any guide.

  SHUTDOWN: MARKET REACTION
U.S. Credit Default Swaps Widen as Shutdown Looms Sober Look

Futures Ramp On Speculation House Republicans May Fold; Fall On Report No More Votes TonightZH

For Markets, a Shutdown Is Usually a RippleNYT

Markets Assess the Impact of a Federal ShutdownNYT

ASIA
BOJ Beat: Five Takeaways From Tankan SurveyWSJ

Asia PMIs: signs of improvementbeyondbrics / FT

Abe Orders Japan’s First Sales-Tax Increase Since ’97BB
Abe proceeded with an April sales-tax increase and a 5 trillion yen ($51 billion) stimulus plan as he tries to rein in the world’s biggest debt burden without negating efforts to end deflation.

FINNISH
Euro supporter’s slogan: Justice, stability, no elections – euron kannattajien iskulause: laki, vakaus, ei vaaleja Tyhmyri

Ja miten sitten kävikään? Osa 2Henri Myllyniemi / US Puheenvuoro

Suomen teollisuus romahtaa - "yksi suurimmista pudotuksista"TE