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EUROPE
Europe's Banks Think They're Incredibly Safe – View / BB
A Schäuble chancellorship should be one of Europe’s biggest worries.
Finland: Seeking balance – Nordea
UNITED KINGDOM
With Britain’s exit from the EU edging ever closer, so too are the
negotiations. So far the focus has been on the future position of the UK. Now
the time comes for the remaining 27 member states to understand the
implications for them, and to establish a strategy for the EU. This new eBook
aims at contributing to the extraordinary challenges that lie ahead. [summary]
UK banks fear public, politicians set against them on Brexit – Reuters
Brits Start to Count the Cost of Brexit – View / BB
Wolfgang Münchau: Britain and Europe share an interest in an amicable
split – FT
Carney’s BOE Future Gives Investors More Brexit Uncertainty – BB
Eurozone Composite PMI – Markit
Germany Regains Momentum as Manufacturing Powers Growth – BB
Euro zone business growth buoyant, prices rise: PMIs – Reuters
Strong PMIs, but the ECB will still extend QE – Danske Bank
PMIs: Everything up in October – Nordea
UNITED STATES
Companies may tighten belts as wages further erode margins * Weaker job
market would slow household spending and growth
OTHER
USD strength looks to be on the backburner which could be good for
emerging markets and yield-oriented FX as well as commodities in general.
Meanwhile G3 yields have been making higher lows over the last few weeks.
REGULARS
Busy week ahead. German Bund in very
narrow trade range. Portugal kept its investment grade - still ECB eligible. EUR/USD
declined to below 1.09.
Dollar's pushing back against all
its peers and that turns the spotlight on a raft of Federal Reserve speakers
over the next 48 hours that will surely offer more evidence that December is
the moment for that much-mooted interest-rate hike.
Dollar Begins Mostly Slightly Lower,
and Risk is On to Start the Week
Schulz “optimistic” on CETA but
Canada laments “the end and the failure of the discussions” * BBA boss warns
banks may start moving out of UK early next year if uncertainty over
post-Brexit trading arrangements continues * The Netherlands refuses to commit
to Ukrainian cooperation treaty * Spain’s political deadlock draws to an end as
Socialists decide to allow centre-right minority government
CETA, CETA EU eater — Meet ‘dirty
Brexit’
Global Stocks Jump On Mega Merger
Monday, Buoyed By Earnings, PMIs, Politics
FINNISH
Riksbank
keventää edelleen * Euroalueen inflaatio-odotukset pysyneet matalina * Portugal
sai pitää vanhan luottoluokituksensa * Edessä talousdatan täyteinen viikko