Google Analytics

Saturday, September 9

8th Sep - Quiet





Follow ‘MoreLiver’ on Twitter


EUROPE 
  EUROPEAN CENTRAL BANK
ECB to Study QE Options That Don't Need Tweak to Rules – BB
Warming up to QE extension in October – Danske Bank
Why Europe's Central Bank Shouldn't Worry About the Euro – BB
Exclusive: ECB policymakers agreed on stimulus cut at meeting – sources – Reuters
Draghi's 4 QE Scenarios Unveiled As ECB's Reuters "Trial Balloon" Strikes Again – ZH


OTHER
The Daily Prophet: Does Draghi Know He's at War With FX Traders? – BB
Sticky wages are part of the macro labor market story, but not at the center – Tyler Cowen


REGULARS
Morning Report APACTF
The USD was weaker against the yen and the Nikkei was off 0.3% as markets awaited the release of China trade data.

FirstFT Daily BriefingFT
Brexit battleground, Nike’s robotic revolution, Amazon’s $5bn HQ2

WSJ CityWSJ
U.K.’s Low-Growth Path, The Holy Grail of Trade, MPs Seek Answers on Aramco Float

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Eye-OpenerNordea
ECB to announce taper in October * ECB main driver of lower rates * EUR/USD still above 1.20

Morning MarketsTF
The US dollar fell against major currencies weakening to a 33-month low as the euro firmed after Thursday's ECB meeting with EURUSD gaining above 1.20. Meanwhile Asia-Pacific equities slipped amid lingering worries about a conflict with North Korea and US Treasuries rose.

From the FloorTF
Investors looking to protect gains over the weekend should consider North Korea's Foundation Day, when the likelihood of a missile test is high, as well as Hurricane Irma's expected landfall in Florida. All in all, says Saxo's Andrew Bresler, it's not the sort of weekend one wants to go into long risk.

Daily Market CommentMarc Chandler
US Dollar Tracks Yields Lower

Brussels PlaybookPolitico
Orbán vs Juncker (again) — Brexit fire alarm — Norway election

US PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US OpenZH
Crashing Dollar Sends European Stocks, US Futures Reeling; Yuan Has Best Week On Record

FrontrunningZH


FINNISH
AamukatsausNordea
EKP ja Riksbank pitivät rahapolitiikkansa ennallaan | EURUSD-valuuttapari kipusi jälleen 1,20-tason yli | Korot olivat eilen laskussa

Miten käy kun viennin hurja nousu hiipuu?Roger Wessman