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Friday, October 4

4th Oct - EU Open



Previously on MoreLiver’s:

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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat: It’s Getting Real – WSJ
Europe Morning MoneyBeat: So. Day Four Then. – WSJ


MORNING BRIEFINGS
3 Numbers to Watch: Fed speakers, US CDS, shutdownTradingFloor
In the absence of a jobs report, I'll discuss what to expect from Fed presidents in today's round of addresses, US CDS prices, the ongoing government shutdown and the looming debt ceiling.

Market Preview: All eyes across the AtlanticTradingFloor
European markets are likely to open lower on Friday. Traders will eye developments taking place in US budget negotiations for further direction. Meanwhile, all US economic data scheduled for today has been delayed due to the government shutdown.

Danske DailyDanske Bank (pdf)
No key figures of importance today on the global agenda. Instead there will be more Fed speeches to digest with Richard Fisher (hawk, non-voter), Bill Dudley (dove, voter) and Jeremy Stein (dove, voter), who has been mentioned as a possible vice-chairman next year

Market comment: Are we really facing another big financial crisis? Nordea
US Treasury yields fall amidst mixed data – equities still under pressure * Downward pressure on bond yields and equities set to continue in the near term * US default to cause another Lehman-style crisis? * Jobless claims point to an improving US labour market * More politics in the limelight

AamukatsausNordea
USA:ssa kello tikittää * Kotimainen kysyntä tukee euroalueen kasvua * EURUSD 8 kuukauden huippuihin

AamukatsausTapiola (pdf)
Hyödykemarkkinoiden kehitys oli syyskuussa jälleen heikkoa, kun huomioidaan osakemarkkinoiden vahva veto. Osakemarkkinat antoivat tukea lähinnä perusmetalleille, jotka performoivat parhaiten. Osakemarkkinat painuksissa USA:n velkakattokiistan  pitkittyessä. Metson (TOP-5 osake) sijoittajapuhelussa kerrottiin 3Q13:lle tulevaksi paljon kertakuluja jakautumisesta Metsoksi ja Valmetiksi vuoden vaihteessa. Liiketoiminnassa ei suuria huolia. Osakefutuurit lähellä eilisiä tasojaan, indikoiden tasaista avausta OMX HEX:iin.

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat