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EUROPE
ECB preview: Silence is
not golden – ABN
AMRO
Some Preliminary
Thoughts on the ECB's Capital Key – Marc
Chandler
EU Reform
debate to pick up pace after the German elections – Deutsche
Bank
Europe's Migrant Crisis
Isn't Over – BB
UNITED STATES
Analysis Of Presidential
Job Approval Ratings – Global
Macro Monitor
Mediocre To Solid Data
Flow, But Weak Inflation Still Key – Tim
Duy
OTHER
MARKETS
September’s Bringing
Tons of Catalysts to Shatter Market Calm – BB
Did Norges Bank Just
Drop a Bomb? – Macro
Man
What to expect from
major central banks this September – ING
BofA: Even The Bubbles
Are Becoming More "Bubbly" Thanks To Central Banks – ZH
NORTH KOREA
South Korea eyes bigger
warheads, North Korean ICBM reportedly on the move – Reuters
Trump and Moon Agree to
Show Muscle After North Korea Nuke – BB
CHINA
China’s Xi Sees Risks to
Global Economy, Opposes Protectionism – BB
China's virtual coin
fundraising ban just the start of tighter regulations: Yicai – Reuters
China: What’s happening
and what to expect next – ING
ECONOMICS / INVESTING
Ten Confessions of an
Economic Forecaster – ING
Nations Can Sometimes Spend
Their Way Out of Recessions – BB
Noah Smith: Lots of
Liquidity Isn't Always Better – BB
36 Obvious Investment
Truths – Ben
Carlson
Aaron Brown: Public
Quant Funds Aren't Always What They Seem – BB
Steve Cohen’s Comeback
Begins – BB
Research Just Got
Cheaper And That’s a Major MiFID Headache – BB
The Myth of Stock-Market
Tops – WSJ
The implications of low
implied correlations – Callum
Thomas
How to make a portfolio
more defensive – TF
Profit Margins, Bayes’
Theorem, and the Dangers of Overconfidence – Philosophical Economics
REGULARS
Morning Report APAC – TF
Equities have opened lower in Seoul Tokyo and Sydney as investors shun
risky assets and head to havens like gold and the yen. The US was on holiday on
Monday so investors will watch Wall St closely today when it reopens for its
reaction to worrying news from N Korea.
FirstFT Daily Briefing – FT
Pyongyang ‘begging for war’, Hollywood’s dismal summer, prosecco wars
WSJ City – WSJ
Europe’s Weak Pay Threat, Aveva Soars on Schneider Takeover, U.K. Retail
Sales Rise
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Positive numbers out of China; focus on Norway today - another drop in housing
prices * Muted moves in rate markets * Flows to safe haven continued
Morning Markets – TF
Asia-Pacific equity markets were mixed in nervous trade on Tuesday, with
worries about North Korea lingering and with a lack of direction due to
Monday's Labor Day holiday in the US. The Reserve Bank of Australia held its
policy rate unchanged for a 13th consecutive month, as expected.
From the Floor – TF
US markets are returning from the Labor Day holiday as the summer period
of lessened liquidity comes to its end. The question now is how best to weight
your portfolio given a surfeit of global tensions and a spate of incoming
central bank statements.
Daily Market Comment – Marc Chandler
Greenback Mixed, North Korea and PMIs in Focus
Brussels Playbook – Politico
Britain beyond Brexit — Moscovici’s eurozone ideas — Azerbaijani bribe
scandal
US Playbook – Politico
Five Things You Need to
Know to Start Your Day – BB
10 things you need to
know before the opening bell – BI
US Open – ZH
Global Stocks Shake Off North Korea Jitters; Chinese Yuan Slides
Frontrunning – ZH
FX Update – TF
North Korea jitters keep providing a distraction while US markets get
back to work today for the traditional first post-summer trading day. Picking
up from where we left off on Friday it’s time for EURUSD to commit to a
direction over the next two trading days through Thursday’s ECB meeting.
FINNISH
Aamukatsaus – Nordea
Fedin Brainard ja Kashkari tänään äänessä | Markkinoilla
rauhallista | Tänään ei tulossa tärkeitä julkistuksia