Is bond rally spelling trouble for risk appetite? TICs data shows huge move into USD in September. MAJOR HEADLINES – PREVIOUS SESSION US Weekly ABC Consumer Confidence fell to -52 vs. -49 expected and vs. -50 the prior week New Zealand Q3 Producer Price Inputs/Outputs rose 3.7%/2.8% QoQ vs. 5.6%/3.5% in Q2 Australia Sep. Westpac Leading Index out at -1.0% vs. -0.1% in Aug. THEMES TO WATCH – UPCOMING SESSION Events Today: UK BoE Minutes (0930) Australia RBA’s Stevens to Speak (0935)
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