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Thursday, September 27

26th Sep - Fed's expected hike




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EUROPE
ECB Watch: Good news for Germany, bad news for ItalyNordea
German bonds are set to dominate ECB buying next year, when the focus shifts from net bond purchases to reinvestments. Italy should not expect much more help from ECB bond purchases, and the new capital key will hurt Italy further.


UNITED STATES
Ray Dalio: America Has About 2 Years Until The Next Recession – ZH

Big Businesses Push Down Prices, and Perhaps Wages WSJ
  
  FEDERAL RESERVE
A crucial Fed meeting for the dollarING
How long will the Fed's tightening cycle last? That's what's most important for the direction of the dollar. Here are three key signals to look out for

What to watch from the Fed dotsABN AMRO
More consensus, but shift in number of rate hikes unlikely

FOMC Preview: What Wall Street Will Focus OnZH

The FOMC skid?Kevin Muir

The Fed now agrees with the White House about growthFT

Fed raises U.S. interest rates, sees at least three more years of growth Reuters

Powell Sees Bright Moment for Economy With More Fed Hikes AheadBB

Fed Delivers, Market YawnsMarc Chandler
           
Trump Slams Fed Hours After Powell Lifts Interest RatesBB
 

How the September Statement Changed From AugustWSJ



REGULARS
EU Open RundownRANsquawk

Brussels Edition DailyBB

Eco Day EuropeBB
Merkel's Mutiny, New Fed Pick, Macron Warns on Trade

FirstFT Daily BriefingFT

WSJ Daily EconomicsWSJ
How Much Higher Will the Fed Lift Rates? | U.S. Ready to Boot Canada from Nafta | Consumer Confidence Hits 18-Year High

Danske DailyDanske Bank
FOMC set to hike but no new policy signals

Daily Market CommentMarc Chandler
The Dollar Index has Fallen Four of the Five Times the FOMC met this Year

Brussels PlaybookPolitico
Merkel limping — Sajid Javid interview — Ambassador Selmayr?

Five Things You Need to Know to Start Your Day BB

US OpenZH
US Futures, Global Stocks Rise With Fed Set To Hike Rates In A Few Hours

US Open RundownRANsquawk

AamukatsausNordea
Fed kokoustaa tänään, koronnostoa odotetaan | Argentiinan keskuspankin pääjohtaja erosi tehtävästään eilen, peso heikkeni | Ruotsin vasemmistohallitus menetti odotetusti valtansa, uuden hallituksen metsästys alkaa