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EUROPE
Eurozone politics are
becoming boring again – BlackRock
Macron to Bring French
Public Spending to Lowest in 10 Years – BB
GERMANY
Editorial: What Germany Wants Isn't What Europe Needs – BB
Editorial: What Germany Wants Isn't What Europe Needs – BB
Bundestagswahl Special
2017: The final countdown – Deutsche
Bank
German Investor
Confidence Surges as Concerns Over Euro Fade
EUROPEAN
CENTRAL BANK
Base money, broad money
and the APP – ECB
Structural reform needs
in the euro area: survey of large companies – ECB
ECB seen keeping option
to prolong bond-buying again in 2018– Reuters
Euro Tumbles On Report
ECB Is "Concerned And Divided" Over End To QE – ZH
UNITED STATES
Trump Will Call for
Action on North Korea, Iran in First UN Address – BB
Trump says if
threatened, U.S. will 'totally destroy' North Korea – Reuters
Trump Needs a Win?
Infrastructure Should Be a 'Gimme' – BB
We Didn't Normalize
Trump. We Normalized the Left's Violence. – BB
FEDERAL RESERVE
Fed may open door for
December rate increase – Pictet
Fed to start reducing
balance sheet – ABN
AMRO
DATA
U.S. current account
widens sharply in second quarter – Reuters
U.S. import prices post
biggest gain in seven months – Reuters
U.S. housing starts fall
for second straight month – Reuters
OTHER
The
most overpriced asset in the world? – Kevin Muir
The
Daily Prophet: Stock Traders, Take the Rest of the Year Off – BB
Moderate
deceleration underway in China – Pictet
Deutsche Bank’s Jim Reid: "This Is Where The Next Financial Crisis Will
Come From" – ZH
Norway’s
Wealth Fund, World’s Biggest, Hits $1 Trillion – BB
REGULARS
Morning Report APAC – TF
Most Asian markets were up in morning trade as investors awaited the FOMC
meeting later today.
FirstFT Daily Briefing – FT
May takes back control, Hurricane Maria intensifies, Trump addresses UN
WSJ City – WSJ
Why a U.K. Rate Hike Could Be Followed By a Cut, What Is Bitcoin Actually
Worth?
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
Light calendar in terms of data * Portuguese yields drop 36bp on S&P
rating lifted to investment grade * EURUSD unchanged as market waits for FOMC
Morning Markets – TF
Japanese stocks rose sharply on Tuesday with a lift from a stronger US
dollar which helped drive the Nikkei 225 up nearly 2%. Sentiment was also
boosted by another record-high close for Wall Street stocks on Monday.
From the Floor – TF
US president Donald Trump is scheduled to speak in the United Nations
Security Council today, his first appearance before the transnational body.
Markets will watch his remarks on North Korea closely both for their potential
bellicosity but more importantly for his willingness to involve China more
directly in the ongoing standoff.
Daily Market Comment – Marc Chandler
Quiet Tuesday, Follow the Leader
Brussels Playbook – Politico
German election countdown — Madrid fights back — Orbán cries rape
US Playbook – Politico
Five Things You Need to
Know to Start Your Day – BB
Trump in UN * Toys are bust * Fed meeting * Markets quiet * More storms
US Open – ZH
Global Equities Hit New All Time High Ahead Of The Fed; VIX < 10;
Japan Stocks Surge
Frontrunning – ZH
FX Update – TF
US President Trump will speak at the UN today on North Korea and Iran –
potentially a critical speech depending on the degree to which China is blamed
for the rogue state’s aggressions. Elsewhere the Bank of Canada poured cold
water on the CAD rally and EURUSD is poking at 1.2000 after a Portuguese debt
upgrade.
FINNISH
Aamukatsaus – Nordea
Markkinat hinnoittelevat Englannin keskuspankin
koronnostoa yhä vahvemmin| Kiinan talouskasvu on tänä vuonna yllättänyt
positiivisesti | Tänään on tulossa hiljainen päivä
Taloudellinen
katsaus julkaistu 19.9. – VM
Touko Aalto paljastui höpöttelijäksi – Professorin
ajatuksia
Ennenaikainen
riemu Nordeasta – Peter
Nyberg