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: Stocks Slump For 9th Day In Last 11 Despite Boehner Bounce – ZH
EUROPE
Liquidity regulation and monetary policy
implementation: from theory to practice – ECB
Speech Benoît Cœuré
UNITED STATES
SHUTDOWN
/ DEBT CEILING
How the shutdown hurts the economy, in one
chart – WP
How a debt ceiling fight hurts the economy, in
six charts – WP
When will Congress feel pressure to end the
shutdown? It could take weeks.
– WP
Why the shutdown will be so hard to end, in one
perfect quote – WP
Fed’s Lockhart:
Prolonged Shutdown Makes October Taper Less Likely – WSJ
Fed's Williams says
worried about impact of government shutdown – Reuters
IMF’s Lagarde Says
Raising U.S. Debt Ceiling Critical – BB
FEDERAL
RESERVE
Why No Taper? One Man's View – macroblog
No Fed Pick for at Least Few More Days – WSJ
Fed’s Williams Sees No
Urgency to Taper – WSJ
Fed's Fisher says he
feels 'angst' about Fed's balance sheet – Reuters
Fed’s Fisher says must
take longer-term view to hit inflation target – Reuters
ISM
Non-Manufacturing
Tumbles, Worst Print
Since June, Employment Index Has Biggest Drop Since 2009 – ZH
Weaker Than Expected –
Bespoke
Index at 54.4
indicates slower expansion in September – Calculated
Risk
ASIA
OTHER
Global FI Strategy: Behind the curve – Nordea
(pdf)
Or the summary.
Central Banker "Confession" Of The
Day – ZH
EMEA Weekly, week 41 – Danske
Bank (pdf)