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Monday, September 11

11th Sep - Bull Monday





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EUROPE
Europe Needs German-Style Supervision of Small Banks – BB

The transmission of the ECB’s monetary policy in standard and non-standard times – ECB
Cœuré plays down euro impact but still signals easy policy – ABN AMRO
ECB's Coeure Warns Persistent Euro Gains May Weigh on Inflation – BB


OTHER
Macro Monday: North Korea and Irma aftermathTF
This will be a week of adjusting after the double hit of stoms over the southern United States and a weekend pause in the belligerence of North Korea. But make no mistake, it could still be a pivotal week on the global macro and geopolitical front

Demographics will reverse three multi-decade global trendsBIS

  
REGULARS
Morning Report APACTF
The Asian market was enjoying a breather this morning as both the US storm threats and last week's North Korean belligerence receded. The Topix was up in early trading as was the Hang Seng

FirstFT Daily BriefingFT
Irma; Goldman-UK; Drone King

WSJ CityWSJ
Hurricane Irma Weakens After Lashing Florida, Risk Assets Rise

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
Lack of North Korean action boosts dollar and equities, EUR/USD remains above 1.20 * Inflation week ahead

Morning MarketsTF
Asia-Pacific shares rallied on Monday as the weekend passed without another North Korean missile launch or test blast, which had been feared. The US dollar firmed, and gold, the Japanese yen and other safe-haven assets softened. Meanwhile, Hurricane Irma, which battered Florida, was downgraded when it proved less powerful than feared upon landfall.

From the FloorTF
Traders were loath to carry much risk through the weekend given Hurricane Irma and North Korea's Foundation Day, where many expected a new weapons test, but today's session sees sentiment rebounding.

Brussels PlaybookPolitico
Brexit troublemakers — Selmayr allegation — Euroskeptic disarray

US PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
Global Stocks Roar Back To All-Time Highs As Irma, North Korea Fears Fade

FrontrunningZH
 

FINNISH
AamukatsausNordea
Tällä viikolla saadaan inflaatiolukuja useista maista | Tulossa myös keskuspankkikokouksia | Ison-Britannian teollisuus- ja tehdastuotanto yllätti positiivisesti