1. Brexit – the UK Prime Minister’s aides briefing the press: ‘Mr Cameron has become frustrated that some…have suggested that people could vote for Brexit in a referendum simply to strengthen Mr Cameron’s hand and to allow him to obtain a better deal…from the outset, the prime minister has been clear this will be a straightforward in/out choice. Leave means leave’ (via today's FT)
2. Share Radio - I appeared on Share Radio to run through some aspects of the UK RNS statements. As always good fun (and hopefully informative for listeners).
On the latter point you can judge given here is an audioboom recording of the piece I was involved with (link here).
3. Technology earnings catch-up - I finally get a chance to write up the Alphabet/Google quarterly earnings numbers (link here)...
4. ...and also the Amazon quarterly earnings numbers too (link here).
5. A few other interesting headlines and graphics that caught my eye today:
There is some inflation even in Europe if you look beyond the headline numbers:
And the Bundesbank in Europe are a little optimistic (although I note the IFO was desperately inline at best):
Bundesbank Monthly Report (Oct): Despite Slower Q3, German Economic Growth Is Quite StrongPositive CPI, HICP Seen Over Coming Months
Interest rates can go below zero:
There are plenty of US (and other) corporate earnings out later this week...watch out for lots of company write-ups on Financial Orbit:
(h/t @WrigleyTom - always an excellent weekly graphic)
Meanwhile in the US economy real time:
US Dallas Fed Manf. Activity Oct: -12.7 (est -6.5; prev -9.5)
US New Home Sales Sep: 468K (est 550K; rev prev 529K) -New Home Sales (MoM) Sep: -11.50% (est -0.40%; rev prev 5.20%)