Markets am: Political woes lift Italian bond yields, Tokyo’s tax...

To view this email as a webpage, click here     Monday September 30 2013     Markets   Political woes lift Italian bond yields   Italy's borrowing costs rise and stocks fall as investors react to former PM Silvio Berlusconi pulling his party out of the ruling coalition       Tokyo's tax hike puts more QE on menu   Increasing the Bank of Japan's monetary stimulus will keep the currency weak and the markets for risk assets strong, helping to cushion demand     US shutdown fears weigh on markets   With a US government shutdown likely at midnight on Monday and Italy's government on the verge of collapse, a risk-off mood has overtaken markets     Japan's real borrowing rate turns negative   Japan's real cost of borrowing drops below zero, a milestone for 'Abenomics' which aims to encourage investors to rebalance portfolios     China data hits London-listed miners   Broad based losses hit London's main equities market after weaker-than-expected data from China adds to the list of factors keeping investors nervous         Video   No risk of Dutch debt crisis   Some US hedge fund managers fear the Netherlands, where household debt exceeds GDP, will be the eurozone's next trouble spot. Lars Dijkstra, chief investment officer with Kempen Capital Management, tells John Authers why a sovereign debt crisis is unlikely.           Manage email    Forward this email   Feedback    Manage portfolio Subscribe to the FT Follow the FT   Unsubscribe | My Account | RSS | Privacy Policy | About Us | Help   © THE FINANCIAL TIMES LTD 2013 You have received this email because you have signed up from the NBE preference page. This email was sent by a company owned by Pearson plc, registered office at 80 Strand, London WC2R 0RL. Registered in England and Wales with company number 53723.