• Core US durable goods orders for Sept -1.1% vs +1.0% expected
• U Mich consumer sentiment 73.2 vs 75.0 expected
• High New Zealand dollar dampens CPI, gives ‘degree of freedom’ on rates – RBNZ’s Wheeler
• Fitch affirms Italy at BBB+ with a negative outlook
• US Aug wholesale inventories +0.5%
• UK’s David Cameron says UK GDP figures show economy has real momentum
• Mexican central bank cuts rates
• US Senator Rand Paul threatens Yellen nomination
• Gold up $5 to $1352
• WTI crude oil up 88-cents to $97.99
• US 10-year yields down 1.5 bps to 2.51%
• S&P 500 up 0.4% to 1760, up 0.9% on the week, fresh record
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