Morning Brief – September 30th 2020
Americas
New York City’s positive coronavirus test rate has topped 3 percent for the first time in months, as the city battles clusters of the virus in nine neighborhoods in Brooklyn and in Queens https://t.co/Rc3zGMsGTd
— POLITICO (@politico) September 29, 2020
#Trump–#Biden Debate Slips Into Chaos as Insults Drown Out Issues – Bloomberghttps://t.co/MMdWgx5tTZ
— Christophe Barraud (@C_Barraud) September 30, 2020
Fact-Checking #Trump and #Biden’s First Presidential Debate – Bloomberghttps://t.co/L1BvwNFLDk
— Christophe Barraud (@C_Barraud) September 30, 2020
First Debate | #Biden/#Trump: Initial reaction from betting markets ⬇
*Link: https://t.co/u2TyW7ypg7 pic.twitter.com/qoClZhXKvD— Christophe Barraud (@C_Barraud) September 30, 2020
Post-debate CNN poll: Six in 10 say Biden won the debate – CNNhttps://t.co/SLJm0tSXGx
— Christophe Barraud (@C_Barraud) September 30, 2020
CBS NEWS BATTLEGROUND TRACKER
Instant poll of debate watchers: more say Joe Biden won tonight’s debate pic.twitter.com/dHZqV95wqB— CBS News Poll (@CBSNewsPoll) September 30, 2020
futures turned lower (https://t.co/kDlacIP5eH) after the first election debate reflecting ⬆ probabilities of:
1/ A Democratic sweep (synonym of ⬆ Corp. tax, end of foreign tax loopholes and the ⬆ of capital gains tax).
2/ A disputed Biden victory pic.twitter.com/i9oD53Ky4p
— Christophe Barraud (@C_Barraud) September 30, 2020
U.S. Presidential Election: First Reactions To #Biden/#Trump Debatehttps://t.co/QYTNmmZvhP
— Christophe Barraud (@C_Barraud) September 30, 2020
Asia
China's manufacturing recovery loses a step, Caixin PMI showshttps://t.co/d4fc19dtcD
— Nikkei Asia (@NikkeiAsia) September 30, 2020
China's top chipmaker #SMIC, eager to stock up on machinery, is setting up a central warehouse for production equipment to counter potential further crackdowns from the U.S. on the country's technology. #USChina #Huawei https://t.co/ppo943j0yK
— Nikkei Asia (@NikkeiAsia) September 30, 2020
#China looks beyond GDP growth rate as #Beijing outlines five-year plan and 2035 vision amid rivalry with US – SCMPhttps://t.co/P2KsS8L8Y9
— Christophe Barraud (@C_Barraud) September 30, 2020
China Flexes Military Muscle With Drills In All Four Coastal Seas – Timeshttps://t.co/a8VOXaSoh7
— LiveSquawk (@LiveSquawk) September 29, 2020
Thailand is considering offering tax incentives to its middle and upper income groups to bolster consumption https://t.co/rcDwbA8VAr
— Bloomberg Asia (@BloombergAsia) September 30, 2020
Australia is trying to get university students and school leavers to take up farm jobs as it grapples with a shortage of seasonal labor which industry groups warn could result in produce being left to rot and higher grocery costs https://t.co/9ZTOJGAW0Z
— Bloomberg Economics (@economics) September 30, 2020
Europe
European stocks fall, led lower by travel stocks and banks as sentiment took a knock following a chaotic first U.S. presidential debate https://t.co/yRXyKong4k
— Bloomberg Asia (@BloombergAsia) September 30, 2020
UK house prices post biggest annual increase since 2016
Italy plans to bring deficit back in line with EU rules in 2023
China's factory outlook brightens on signs of solid recovery
Here's a rundown of your top economic news today https://t.co/i0LeknttRB— Bloomberg Economics (@economics) September 30, 2020
And so it begins, with a 30bp downward surprise on German HICP inflation down to -0.4% in September. Core likely to have declined slightly further including on VAT pass-through. It's all temporary of course, until it isn't. pic.twitter.com/jB5Ym9Jhrs
— Frederik Ducrozet (@fwred) September 29, 2020
Germany’s inflation rate falls further below zero as the pandemic curtails demand https://t.co/ilfnDCm2NP
— Bloomberg Economics (@economics) September 29, 2020
#Germany Says #EU’s Massive Stimulus Package at Risk of Stalling – Bloomberghttps://t.co/5wmDeZiUtb
— Christophe Barraud (@C_Barraud) September 30, 2020
ECB President Christine Lagarde says it’s worth examining a strategy that allows for inflation to temporarily rise above the current target https://t.co/8G2g5a7Ow5
— Bloomberg Economics (@economics) September 30, 2020
#Europe #Covid_19: Daily Summary (September 30th)
*Focus on #Germany, #Spain, #France and #Italy
HT @FLAHAULT, @macroandfinance, @ngbpadel2, @mianrey, @starjoin, @gforestier, @Fabien_L, @Corrierehttps://t.co/ROfjGqYYSd
— Christophe Barraud (@C_Barraud) September 30, 2020
#Germany Eyes Limiting Parties to Fight #Coronavirus Spread – Bloomberghttps://t.co/q2m3OKR0tR
— Christophe Barraud (@C_Barraud) September 30, 2020
Germany proposed a mechanism that could suspend payments to EU member states that are in breach of democratic values https://t.co/bQ8n9hSNaw
— Bloomberg Economics (@economics) September 28, 2020
#EU Leaders Will Call for Rebalancing Relationship With #China – Bloomberghttps://t.co/YCywr0n8bO
— Christophe Barraud (@C_Barraud) September 30, 2020
The WTO decision is one-third of the EU’s request for a $12 billion award and lower than the $7.5 billion retaliation judgment the WTO granted the U.S. last year in a parallel dispute against Boeing’s European rival, Airbus SE – Bloomberghttps://t.co/b56AyTFHHr
— Christophe Barraud (@C_Barraud) September 30, 2020
*BELGIAN PARTIES FIND SUBSTANTIVE AGREEMENT ON COALITION: BELGA
— Christophe Barraud (@C_Barraud) September 30, 2020
#Armenia’s Downed-Jet Claim Raises Risk in #Azerbaijan Fight – Bloomberghttps://t.co/qglKhUPlHA
— Christophe Barraud (@C_Barraud) September 29, 2020