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EUROPE
Brussels gives Cameron a
November deadline – Politico
If Cameron does not produce demands for EU reform by early November, the
topic will be wiped from the agenda of the December EU leaders’ summit.
Growing Government Debt
Will Test Euro-Zone Solidarity – View
/ BB
UNITED STATES
Fed Struggles With The
High Water Mark – Tim
Duy
October is off the table (despite what Lacker might believe). They first
need to decide if the last two months of jobs data were aberrations or signals
of slowing job growth. They can't do that before October. And I am not
confident they can do so by December.
Fed officials seem ready
to deploy negative rates in next crisis – MarketWatch
OTHER
Goldman does New
Wave
– FT
Citi's Willem
Buiter has called it: we're about to go into 'global recession' – BI
The dangers of
historical taboos
– Frances
Coppola
G-30 Central
Bankers Warn They Can "No Longer Save The World" – ZH
REGULARS
Morning MoneyBeat Asia – WSJ
A Strong Week for U.S.
Stocks
Morning MoneyBeat Europe – WSJ
Stocks Edge Higher,
Helped By Chinese Gains
Morning MoneyBeat US – WSJ
With Bank Stocks
Bruised, Earnings Could Help
Danske Daily – Danske
Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Higher equities, weaker USD, and a
dovish Draghi * A week dominated by inflation – or lack of it * Time not yet
ripe for a clearer move higher in yields * USD remains under pressure
Morning Markets – TF
Chinese equity bulls
roared into action on Monday as regional bourses followed last week's strong
closes in Europe and the US and China's central bank fixed the renminbi higher
against the dollar for the seventh straight session. European exchanges,
meanwhile, are expected to open mildly lower while an absence of tier-one
economic indicators will keep major FX pairs pinned in tight ranges.
Daily FX Comment – Marc
Chandler
New Week, Dollar Pressure Continues
Daily Shot – TF
The strong USD is taking its toll on
the US economy as exports slow to a crawl and inventories pile up. Despite the
macro weakness, however, many economists still expect a 2015 rate hike from the
Federal Reserve.
Daily Press Summary – Open
Europe
‘Britain Stronger in Europe’ campaign to make
hard-headed and pragmatic case for EU membership * Sunday Telegraph: Cameron
has drawn up a four-point plan for EU renegotiation * Majority of Germans think
Merkel is handling the refugee crisis badly * Austrian anti-immigration party
wins almost one third of votes in Vienna election * New poll shows Dutch
anti-immigration party enjoys highest level of support since 2004 * Hundreds of
thousands take part in anti-TTIP rally in Berlin * Podemos relegated to distant
fourth in new Spanish poll * EU laws the UK failed to block cost Britain £2.4bn
a year, ‘Vote Leave’ campaign says * Sweden edges closer to snap elections as
budget pact with opposition parties collapses * Barclays chief: European
investment banks should consider merging to compete with US rivals
Brussels Playbook – Politico
Brexit week ahead — Meet
the other EU institutions
US Open – ZH
Chinese Stocks Rally On
Confusion Whether PBOC Finally Launched QE; US Futures Flat In Holiday Mode
Frontrunning – ZH
FX Update – TF
The US Federal Reserve
looks like it has all but flown the white flag on a rate move this side of
Christmas boosting risk sentiment.
FINNISH
Riksbankin
päätökset riippuvat EKP:stä ja Fedistä * Tällä viikolla luvassa reilusti
inflaatiodataa * Suomen teollisuuden uudet tilaukset piristyivät elokuussa I
Kolumbuksen päivä pitää USA:n velkakirjamarkkinat tänään kiinni
Talousviisaat
pohtivat: kannattaako eurosta erota, mikä on ”helvettikustannus”
https://www.suomenuutiset.fi/talousviisaat-pohtivat-kannattaako-eurosta-erota-mika-on-helvettikustannus/