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EUROPE
BOE Warns Rate Hikes May Be "Somewhat
Earlier And By Greater Extent" – ZH
Editorial: Italian
Politics Takes a Worrisome Turn on Race – BB
The center-right is
acting recklessly, but the EU shares some blame.
Economic Bulletin – ECB
ECB Research: The road to becoming VP – Danske
Bank
Ferdinando Giugliano: Germany's Wage Deal Is
Good for Europe Too – BB
The end of pay
moderation will help the European Central Bank meet its inflation target.
UNITED STATES
Why The Senate Budget
Deal Is Sending Yields Surging – ZH
Tim Duy: Be Thankful for
the Stock-Market Selloff – BB
Lower equity prices could allow the Fed to maintain a gradual pace of
rate hikes.
MARKETS / OTHER
GS Head Quant: "Do I Have To Worry About Another Volatility
Spike"- ZH
JPM’s Kolanovic: Crisis Playing Out Exactly The Same As Aug 2015 – ZH
XIV Post-Mortem: We Honor the Dead – Macro
Man
This Vol Fund Run By A Former SAC Quant Is Crushing It – ZH
Another fear index - implied equity correlations - just paniced – ZH
Will The Market Shock Escalate Further: It Depends On Just This One Thing
– ZH
10Y Yield Spikes Back To Stock-Spooking Levels – ZH
Dow Dumps 200 Points From Pre-Market Melt-Up Highs As XIV Sinks – ZH
Dow Crashes Over 400 Points, VIX Tops 30 As Risk-Parity Plunges – ZH
Dow Drops 500 Points, S&P Breaks Below Key Support As Rate Vol Spikes
– ZH
Dow Dumps 600 Points As XIV Crashes Again – ZH
Time Series Momentum: A Good Time for a Refresh – Alpha
Architect
REGULARS
FirstFT Daily Briefing – FT
US budget deal, China M&A, ‘nut rage’ fallout
WSJ City – WSJ
The Real Concern About Markets, Congressional Leaders Seal Budget Deal,
BlackRock Takes Leaf out of Buffett’s Book
WSJ Economics – WSJ
Budget Deal May Bring Back $1 Trillion Deficits | Easy Money Underlies
Market Selloff | China Yuan Tumbles
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
Dollar Firms, While Equities Search for Stability
Brussels Playbook – Politico
Gaddafi sanctions fail — ECB sausage fest — 2019 election
divisions continue
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Dow Set For Another -200 Point Open After A Volatile, Extremely Illiquid
Session
FINNISH
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