3rd Oct - German holiday, no data

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EUROPE

Half of Germans think the country has grown to become one nation: study – The Local

France: the permanent state of emergency – FT

Is France heading for a permanent state of emergency? – France24

Will France's State of Emergency Become Permanent? – The Atlantic

EU to reform sales tax, end appeal of low-rate states in blow to Amazon – Reuters

EU to hit Amazon with bill for Luxembourg back taxes – FT

EU Ruling Set to Hit Amazon for Millions in Back Taxes – WSJ

  SPAIN

Editorial: What Spain Owes Catalonia, and Vice Versa – BB

Barcelona Paralyzed By General Strike, Barricades, Protesters – ZH

Catalan Independence Supporters Block Major Roads Into Barcelona – BB

UNITED STATES

  PAYROLL PREVIEW
September jobs report affected by extreme weather conditions – Danske Bank

El-Erian: The Jobs Report's Deeper Meaning – BB

  TAX PLAN
Goldman Sachs: Plenty could go wrong with tax reform – ZH

Tax Cuts Are the Dream Pushing a Market That Won't Stop Climbing – BB

Two Wall Street giants criticize Trump tax plan – Reuters

Republicans Sink to Deceit in Defense of Tax Plan – BB

OTHER

  MARKET COMMENTS
Market tops happen when everyone is bullish and data turns good – Kevin Muir

BoA expects correction - "The End Of The QE Trade" – ZH

The Rich Really, Really Like Expensive Stocks – BB

  BACKGROUND
Why the Party Congress is key for China's road ahead – Danske Bank

Systematic vs Discretionary – AQR

Global Financial Stability Report October 2017 – IMF

The real cause of the America’s housing bubble was foreign money – FT

Aaron Brown: Dispelling a Myth About Stock Market Volatility – BB

REGULARS

Morning Report APAC – TF

Asian markets were mixed in early trade despite a positive overseas lead while the USD rallied on the strongest ISM manufacturing PMI in 14 years.

FirstFT Daily Briefing – FT

EU’s Catalan quandary, Las Vegas death toll hits 59, Uber CEO in London

WSJ City – WSJ

Spain and Catalonia Weigh Next Steps, Uber Board Braces for Battle

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Eye-Opener – Nordea

Catalan referendum affects EUR markets * Strong fundamentals for US manufacturing * Spreads widen between Spanish and German bond yields * Strong Swedish PMI almost a non-event for SEK

Morning Markets – TF

The going was heavy in forex markets overnight and the Australian dollar plunged by as much as 0.5% against the US dollar and the euro also stumbled against the greenback.

Daily Market Comment – Marc Chandler

Dollar Retains Firm Tone, Spanish Markets Stabilize

Brussels Playbook – Politico

EU in knots over Catalonia — German reunification day — Austria election countdown

Five Things You Need to Know to Start Your Day – BB

MAGA * Spain * Russian-Saudi * Markets advance * Data watch

US Open – ZH

Global Stocks Hit Fresh Record High As Dollar Rally Fizzles

Frontrunning – ZH

FINNISH

Aamukatsaus – Nordea

Vahvoja lukuja Ruotsista ja USA:sta * Ruotsin teollisuuden ostopäällikköindeksi hyppäsi ylöspäin * USA:n teollisuuden ISM-indeksi ylitti odotukset * Katalonian kansanäänestyksen aiheuttama epävarmuus painoi euroa

Tuottavuuden kasvu ja suhdanteet – Roger Wessman