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Wednesday, September 27

27th Sep - Cautiously positive





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EUROPE
Macron Calls on Europe to Do More, Better – BB
Visionary or Federalist: Europe reacts to Macron’s Sorbonne speech – Open Europe
German election has created a problem for euro area reform – but it can be solved – PIIE


UNITED STATES
Stocks Sink After Trump Tax Plan Leak - Here's What Wall Street Thinks – ZH
Here Is The Leaked Trump Tax Plan – ZH
Trump Tax Cut Odds Start to Make Waves Again in the Stock Market – BB


OTHER
Machine Learning for Investors: A Primer – Alpha Architect


REGULARS
FirstFT Daily BriefingFT
Trump tax plan, Puerto Rico pleads and God is a bot

WSJ CityWSJ

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
Stronger USD as Fed remains on track for gradual hikes * More Fedspeak and Swedish confidence data today * Yields inch higher as markets oscillate from risk-off to risk-on * EUR/USD drops moving below 1.18

Morning MarketsTF
Asia-Pacific stocks struggled to find a direction on Wednesday while the US dollar firmed in the Asian session after Fed chief Janet Yellen expressed support for the continued gradual raising of interest rates.

Daily Market CommentMarc Chandler

Brussels PlaybookPolitico
Macron’s dreams — Venezuela sanctions — Corbyn, PM-in-waiting?

Five Things You Need to Know to Start Your Day BB

US OpenZH
Dollar Surges, Bonds Dump Ahead Of Trump Tax Plan

FrontrunningZH


FINNISH
AamukatsausNordea
BoE availee ammusvaraston ovea * Useammat Fedin avomarkkinakomitean jäsenet pitävät puheita tänään * Ruotsissa julkaistaan teollisuuden luottamus * Tšekin keskuspankki kokoustaa tänään