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EUROPE
Exchange Rate Regimes in Central, Eastern and
Southeastern Europe – IMF
Eurozone Businesses,
Consumers More Upbeat – WSJ
Euro-Area Confidence
Rises – BB
ITALY
Italian referendum:
Mapping the uncertainty – Nordea
Italian referendum: What
and what next? – Open
Europe
Renzi's referendum risks
rocking Rome Treaty – TF
UNITED STATES
Ben Bernanke: Fed
economic projections: What are they good for? – Brookings
Yankee banks, corporate
taxes and the Fed’s impossible trinity – FT
US Q3 GDP Revised Higher To 3.2%, Beating Expectations – ZH
Q3 GDP Revised Up to 3.2% Annual Rate – Bill McBride
Q3 Growth Revised Upward on Consumer Spending – BB
Consumers, exports power Q3 economic growth – Reuters
Some Thoughts on Q3 US GDP – Marc Chandler
OTHER
From Peak Oil to Peak
Oil Demand in Just Nine Years – View / BB
The Equity Risk Premium – Norges Bank
Emanuel Derman: A Stylized History of Quantitative Finance – Ritholz
The Man Who Invented the
World’s Most Important Number – BB
When Minos Zombanakis devised Libor—the London interbank offered
rate—half a century ago, he had no way of knowing it would star in one of
history’s greatest financial scandals.
REGULARS
Danske Daily –
Danske
Bank
Eye-Opener
– Nordea
Caution ahead of news from OPEC, the
US and Italy later this week * Swedish Q3 GDP – today’s highlight * Schatz
yield at all-time low, Schatz-spread at all-time high * EUR weaker as Draghi
says Euro is “a half-built house”
Markets took one look at an abyss
labelled Italy Monday and did not like it one bit as the threat of contagion
through the European banking sector reared its head with five days to go to the
vote on constitutional reform. Elsewhere oil rallied again as fresh optimism
swept through the market 24 hours before Opec meets in Vienna.
Euro wrap-up
– Daiwa
Daily Market Comment
– Marc
Chandler
Dollar Comes Back Mostly Firmer, but
Focus is Elsewhere
Daily Market Comment
– Macro
Man
Stocks for the long run
Daily Press Summary –
Open
Europe
Brussels Playbook –
Politico
Five Things You Need to Know to Start Your Day – BB
Oil split * Brexit strategy * Trump
warning * Markets slip * Big week of data
US Open – ZH
Global Stocks Pressured As Oil
Slides On OPEC Deal Concerns; US Futures, Dollar Rise
Frontrunning –
ZH
FX Update
– TF
The US dollar survived a brief test
of its recent strength to start the week. Now the USD bulls will need to keep
the momentum up if we’re to avoid slipping back into a period of range trading.
The risk associated with this weekend’s Italian referendum is a key stumbling
block for timing EURUSD trades.
FINNISH
Aamukatsaus – Nordea
Saksasta
suuntaa euroalueen inflaatio-odotuksille * Suomalaisten kuluttajien luottamus
vahvinta yli viiteen vuoteen * Saksan 2 vuoden korko ennätysmatalalla * Ruotsin
taloudessa heikkoa kasvua