TOP NEWS: Week 09/14 – 09/20

Weekend 09/19 & 09/20

Greece: Syriza secures clear victory: Interior Ministry – cnbc
Goldman Calls It: No Rate Hike Until Mid-2016 – Zerohedge
FED’S BULLARD: Don’t confuse a few rate hikes with tight monetary policy – businessinsider



Friday 09/18

European markets rattled after Fed resists interest rate hike – live updates – guardian
Moody’s downgrades France’s government bond ratings to Aa2 from Aa1; outlook changed to stable from negative – moody’s
Moody’s Downgrades France, Blames “Political Constraints”, Sees No Material Reduction In Debt Burden – Zerohedge
Investors didn’t fear the Fed, instead put money into stock funds – Marketwatch
S&P upgrades Portugal, sees little policy change – Reuters
Martin Armstrong Warns: The Fed Just Made The Same Mistake As It Did In 1927 – Zerohedge
U.S. Index Futures Fall as Rate Decision Spurs Economy Concerns – Bloomberg
ECB May Launch More QE In Response To Fed Inaction, Board Member Hints – Zerohedge
A huge payment company is heading for a £6 billion London IPO – businessinsider
Warning: EM bounce will be short-lived – cnbc
China average home prices up 4th straight month – Marketwatch
What’s Next For USD Post-FOMC? – Reactions From Major Banks – efxnews
Does Anyone Even Want to Buy Crude Oil From the U.S.? – Bloomberg

Thursday 09/17

Markets brace for US Federal Reserve interest rate decision – live updates – guardian
Dow, S&P 500 end lower after Fed stands pat on interest rates – Marketwatch
Ditch the dollar and buy emerging markets, says Citigroup strategist – Marketwatch
Fed Chickens Out Again, Fails To Raise For 55th Consecutive Time – FOMC Statement Comparison – ZeroHedge
Federal Reserve opts to keep interest rates near zero – Marketwatch
Philly Fed Crashes To 31-Month Lows, Blames Stock Market – ZeroHedge
Housing Starts Miss After Northeast Tumbles, Permits Beat On Strong Rental Demand – Zerohedge
Brazil: A more negative outlook – bbva
Rate-Hiking Time? Initial Jobless Claims Hold At 42 Year Lows – ZeroHedge
Five Market Veterans, Three Fed Cycles and the Dollar’s History – Bloomberg
Hedge Fund Returning 107% Sees More China, Emerging-Market Pain – Bloomberg
UBS: Long Bonds Will Sell Off Today Whether the Fed is Very Dovish or Hawkish – Bloomberg
FOMC Day is Finally Here – What’s The Best Trade? – bk
How To Trade The FOMC? – Credit Agricole – efxnews
Even Spain’s Mortgage Market Is Rising Again as ECB Injects Cash – Bloomberg
These Are the African Nations Most Exposed to China’s Slump – Bloomberg
Goldman Sees 15 Years of Weak Crude as $20 U.S Oil Looms – Bloomberg
Japan’s Exports Add to Abe’s Woes as China Slowdown Saps Demand – Bloomberg
New Zealand Economic Growth Accelerates Less Than Forecast – Bloomberg
Saudi Arabia’s Long-Term Fundamentals: Looking Beyond Oil-Price Volatility – templeton
China GDP Deflate-Gate – a Deep Dive on Data Reliability, Part 1 – bbgbriefs


Wednesday 09/16

UK wage growth hits six-year high as jobless rate falls – live updates – guardian
European Bankers Can’t Catch a Break as Firings Keep Coming – Bloomberg
The Real Reasons Why The Fed Will Hike Interest Rates – Zerohedge
Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis—They’re Facing Something Worse – Bloomberg
In China 1300 Hedge Funds “Did Not Fight The Central Bank” And Are Now Liquidating – Zerohedge
China Liquidated A Record $83 Billion In Treasurys In July – Zerohedge
Curse of Grexit strikes again—in Silicon Valley – cnbc
A Glimpse Of The Devaluation Endgame: Kazakhstan Runs Out Of Dollars And Euros To Sell – Zerohedge
Moody’s: Possible Federal Reserve rate hike demonstrates strength of US recovery but potential volatility in emerging market capital flows – moody’s
The Last Time Homebuilder Confidence Was This High, The Housing Market Crashed – Zerohedge
Can Goldman Survive in the ETF Market? – Bloomberg
Asset allocation: an update on our macroeconomic and financial scenarios – amundi
QE’s Cost: Fed Exit May Hit Economy Faster Than in Past Cycles – Bloomberg
US oil surges 5.7% to settle at $47.15 a barrel – cnbc
What Rising Interest Rates Would Mean for You – Bloomberg
Australia’s Pantomime Democracy – ps
Fed Enters Rate Hike Meeting With First Headline Deflation Since January – Zerohedge
Inflation falls for first time since January, CPI data show – morningstar
Global Trade Bellwether FedEx Misses, Cuts Outlook, Blames Weak Industry Demand, Higher Wages – Zerohedge
Yale to Be Paid Interest on Dutch Water Authority Bond From 1648 – Bloomberg
Euro zone inflation grinds even slower in August, raises expectations of more QE – Reuters
S&P Downgrades Japan From AA- To A+ On Doubts Abenomics Will Work – Full Text – Zerohedge
France doesn’t want a banker as its… central banker – cnbc
UK pay growth hits six-year high amid tightest job market since March 2008 – markit
Glencore Sells Shares to Raise $2.5 Billion and Reduce Debt – Bloomberg
OECD cuts 2015, 2016 global economic forecasts – Marketwatch
No Escape for China Hedge Funds Overwhelmed by Stocks Crash – Bloomberg

Goldman Warns Markets Unprepared for Fed as Treasuries Seesaw – Bloomberg
The Central Bank With No Currency, No Interest Rates, But ATMs – Bloomberg


Tuesday 09/15

UK inflation rate falls back to zero – live updates – guardian
The bond market is ready – businessinsider
This Is Why Hewlett-Packard Just Fired Another 30,000 – Zerohedge
India’s Growth Offers Cold Comfort to Investors as Fed Looms – Bloomberg
Ignore this stock market anniversary at your peril – Marketwatch
‘The decision’ for Fed on interest rates could rock these 6 markets – Marketwatch
Brokers Lose Jobs as More Rate Turkish Bank Than Goldman – Bloomberg
The Shale Delusion: Why The Party’s Over For U.S. Tight Oil – Zerohedge
4 Brazil Experts On Budget Cuts & What’s Next – barrons
BofAML’s Woo: A Fed Hike Now Would Be ‘a Mistake’ – Bloomberg
Which Asset Class Will Be Most Impacted By A Rate Hike? – Zerohedge
Business Inventories Grow At Slowest Pace Since Jan, Sales-Ratio Signals Recession Imminent – Zerohedge
Deutsche Bank: U.S. Treasuries Won’t Be the First Victims of Quantitative Tightening – Bloomberg
This might be the worst Fed option – cnbc
These sectors could rally if the Fed stays put – cnbc
Fed: Industrial Production decreased 0.4% in August – cr
ndustrial Production Plunges Most In 3 Years As Auto-Maker “Nightmare” Comes True – Zerohedge
Recession Looms As Empire Manufacturing Collapse Show No Signs Of A Bounce – Zerohedge
Robert Shiller: THIS is the sign we’re in a bubble – cnbc
Investors pile out of stocks, EMs as growth fears mount – cnbc
Retail Sales Disappoints, Tests Recessionary Waters Ahead Of Fed Meeting – Zerohedge
Germany’s ZEW Index Falls for Sixth Consecutive Month – mni
U.K. Inflation Returns to Zero Amid Cheaper Motor Fuel – Bloomberg
Latest: Japan’s BOJ holds fire; all eyes on the Fed – cnbc
Full text of BOJ’s Sept. 15 policy statement – asia_nikkei
RBA Minutes: Ambiguous outlook of the Aussie economy – ANZ – fxstreet
Where in the World to Look for Opportunities – blackrock



Monday 09/14

Chinese stock market hit by new growth worries – live updates – guardian
Pimco, Fidelity Stung by Collapse of Petrobras’s 100-Year Bond – Bloomberg
China, Brazil Among Emerging Markets at Risk of Bank Crisis – Bloomberg
DEUTSCHE BANK: We expect the stock market to do 1 of 3 things after the Fed speaks on Thursday – businessinsider
Goldman Says Own These 10 Stocks When the Fed Raises Rates – wsj
Moody’s: Sustained overcapacity, low oil prices will pressure global offshore drillers through 2017 – moody’s
Fed Fear & BRIC Markets: 100% Probability of Higher Returns? – barrons
El-Erian: Bumpy road ahead but will create lots of attractive opportunities – cnbc
Turnbull Defeats Abbott to Become New Australian Prime Minister – Bloomberg
Australia Has A New Prime Minister: Tony Abbott Overthrown By Former Goldman Partner Malcolm Turnbull – Zerohedge
Prices in India are plummeting – businessinsider
Fed Up With The USD Or Not Just Yet? – Credit Agricole – efxnews
Selloff of the Century Unending for Turkey as Goldman Cuts Lira – Bloomberg
UniCredit To Fire 10,000 As EU Bank Pink Slip Pandemonium Continues – Zerohedge
Weakest Swiss Franc in 8 Months Gives Limited Relief to Industry – Bloomberg
Malaysia to inject $4.6bn into stock market to revive economy says PM Najib Razak – ibtimes
Euro-Area Industrial Production Increases Most Since February – Bloomberg
Currency Selloff Seen Upending Rate-Cut Speculation in Norway – Blooomberg
Economics Weekly – That deflating feeling – rbs
FOMC: The world is waiting for you – Nomura – fxstreet
U.K. Rates Seen Rising in Early 2016 as BOE Shrugs Off Turmoil – Blooomberg
Draghi Seen Expanding QE by Economists Fearing Shallow Recovery – Blooomberg
List of central banks that have raised rates since 2009 … and then forced to cut again – forexlive
China slowdown may force BOJ for additional monetary easing – Nomura – fxstreet
Deutsche Bank cuts Sensex target to 28,000 from 31,000 – economictimes
India won’t go to the dogs if the US Fed hikes rates: Nandan Chakraborty, Axis Capital – economictimes
RBI likely to slash rates by 25 bps irrespective of US Fed rate hike – economictimes
Chinese SOEs to ride new reform wave – icrosschina
FTSE to downgrade ATHEX market status – kathimerini
An Estonian recipe for asylum reform – politico
It’s takeoff, not liftoff – vanguard


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