US View:
Good : Oil USD78/bbl, Fed will act if things does not get better
Bad : Fed in quantitative easing mode, Anglo Irish Bank in a recapitalisation mode

S'PORE View:
FSSTI side 3,110

CHINA/HK View:
Good : Metal producers price & output grew in Aug as China cuts export quotas of rare earth, the raw material for LED & wind turbines for 2H10
Bad : China Banking Regulatory Commission may order banks to up CAR to hedge against bad loan risks