US DATA: Sept IP +0.2%, as expected, with manufacturing production
+0.4% and mining +0.8%, offset by -1.8% utilities (electric -2.4%, nat.
gas +1.5%). There were upward revisisions to the previous two months.
Sept motor vehicle production +0.7% after sharp July and August gains.
Capacity utilization 77.4% in Sept, up from 77.3% in Aug. Overall IP
+5.1% SAAR in 3Q, a solid improvement over the 0.5% rise in 2Q and the
strongest quarterly growth since 3Q 2010.