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EUROPE
Catalan Leader Defies
Spain, Activating Second Ultimatum Deadline – ZH
EUROPEAN
MONETARY FUND
Eurogroup head outlines pragmatic view on 'euro zone budget' – Reuters
Eurogroup head outlines pragmatic view on 'euro zone budget' – Reuters
Europe needs market
pressure to get economics right: Eurogroup head – Reuters
Euro zone bailout fund
may get monitoring powers next year – Reuters
AUSTRIAN
ELECTIONS
Austria Shifts to Right
in Election That Empowers Nationalists – BB
Austrians Lean Toward
Nationalist Government Led by a Millennial – BB
Europe's migration
crisis casts long shadow as Austria votes – Reuters
31-Year-Old Wins, Worst
Result For Establishment Party Since Hitler Rule – ZH
Meet The 31-Year-Old
Anti-Immigrant Austrian Leader – ZH
Populism is not dead –
next stage is acceptable populism – ING
EUROPEAN
CENTRAL BANK
Draghi Says ECB Is
Confident About Reaching Inflation Goal – BB
ECB still believes in
eventual inflation, wage rise: Draghi – Reuters
Draghi doesn't think
Europe is in a "bubbly situation" – CNBC
ECB Tapering Market
Impact Scenarios – ZH
UNITED STATES
Is The Fed Setting Itself Up To Fail In The Next
Recession? – Tim
Duy
The Federal Reserve
remains committed to a December rate hike, persistent low inflation not
withstanding. the US economy enters the next recession with diminished
inflation expectations, which could further hobble central bankers already
facing the prospect of returning to the effective lower bound in the next
cycle.
OTHER
MARKETS
El-Erian: The Three Scenarios That Should Guide Investors – BB
El-Erian: The Three Scenarios That Should Guide Investors – BB
Take into account
endogenous economic and financial healing, long-awaited policy breakthroughs
and bigger liquidity waves.
The Cost of Missing the Market Boom Is Skyrocketing – BB
Everywhere you look it’s
record equities as economies recover * Corporate earnings set to advance from
Europe to U.S.
Yield Outlook: In Q4 central banks will set the direction for 2018 – Danske Bank
G10 FX Week Ahead: The dollar’s not hot – ING
With the White House set
to nominate a new Fed Chair anytime within the next month, we take a look at
whether any of the leading candidates pose a threat to our strategically
bearish USD view.
Some Clarity on Risk Parity – BB
Some Clarity on Risk Parity – BB
Risk parity and
traditional portfolios are usually presented as being philosophically miles
apart, but they are actually much closer.
TALKING HEADS
Steering committee
issues warning even as outlook improves * Medium-term risks tilted down while
geopolitical tensions rise
What Global Finance Chiefs Are Saying About the Economy – BB
IMF meetings warn against complacency as economy speeds up * Financial crisis of a decade ago still haunts policy makers
American Bulls Clash With Europe’s Bears at
World Finance Summit – BB
Dimon, Mnuchin talk up
global growth prospects at IIF meeting * European bank chiefs warn of ‘storm
clouds’ and another crisis
As the quartet breaks up, central banking leadership flux looms – Reuters
The Fed, BoJ, PBC may all have new bosses in early 2018 and there will be a new head of the ECB the following year.
CHINA
The broad M2 money
supply picked up from the prior record low * Policy leaves little hope of
further easing: Commerzbank
China: A busy week ahead – ING
The19th Congress is
likely to consolidate Xi Jinping’s power and that's positive for future growth
sustainability
1987 CRASH 30th ANNIVERSARY
1987 CRASH 30th ANNIVERSARY
The Crash of '87, From
the Wall Street Players Who Lived It – BB
30 years after Black
Monday, could stock market crash again? – MarketWatch
Crash of 1987- CNN Live Coverage – Youtube
Crash of 1987- CNN Live Coverage – Youtube
What have we learned
from October 1987 crash – FED
A Brief History of the
1987 Stock Market Crash – FED
Liquidity and the 1987
stock market crash – Amihud
et al
Explaining the 1987
Stock Market Crash and Potential Implications – JP Koning
Portfolio insurance and
other fashions as factors – RJ Shiller
Laughter in the Dark -
The Problem of the Volatility Smile – E.
Derman
Mistaken extrapolations,
limited imagination, and other common mistakes that distract us from thinking
more productively about the future.
REGULARS
FirstFT Daily Briefing – FT
Austria’s right turn, Catalonia’s moment of truth, China’s next 5 years
WSJ City – WSJ
Central Bankers Uneasy on Inflation, Global Growth Buoys U.K. Businesses
“Best of the web” daily charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
China’s party congress this week * Election results from Austria * Yet
another “ECB sources” story * Weaker dollar on CPI numbers
Morning Markets – TF
Austrian conservative Sebastian Kurz is set to take power in Vienna on a
right-wing platform that flies in the face of EU political norms. Crude is in the
spotlight today with prices rebounding on supply factors surrounding Iraqi
forces' attempt to take the disputed Kurdish city of Kirkuk.
Brussels Playbook – Politico
Europe’s first millennial leader — May and Juncker to dine
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Global Stocks Rise Oblivious Of Growing Geopol Risks; Oil, Commodities
Jump On Kurdish Clashes
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
Kiinan puoluekokous alkaa keskiviikkona | USA:n inflaatio
taas odotuksia heikompaa | Öljyn hinta on noussut aamuyön aikana yli prosentin