Daily US Opening – RanSquawk / ZH
Frontrunning
– ZH
The Lunch
Wrap – FT
EM New York
headlines – FT
Overnight
Summary – Bank
of America / ZH
Today’s
Front Pages – presseurop
Daily Press
Summary – Open
Europe
El
Mundo: Spain could seek EFSF aid to recapitalise its banks if borrowing costs remain
at current levels; Reuters: ECB not opposed to Bankia recapitalisation plan
Broker Note
Briefing – WSJ
Morning
Take-Out – NYT
AM Dear
Dairy: Back in the Saddle – Macro
and Cheese
The T
Report: Where Have All the Cheerleaders Gone? – TF
Market Advisors
Pre-market
Commentary – Marketwatch
Pre-Market
Trading – CNNMoney
Pre-Market
– NASDAQ
US Equity Preview – Bloomberg
Earnings
& Events – The
Street
MarketCurrents
– Seeking
Alpha
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
EURO CRISIS: GENERAL
The End Of The Euro: A Survivor’s Guide – Baseline
Scenario
Peter Boone
& Simon Johnson: Forget about a
rescue in the form of the G20, the G8, the G7, a new European Union Treasury,
the issue of Eurobonds, a large scale debt mutualisation scheme, or any other
bedtime story. We are each on our own.
Euro opinion polls point to more fudge – Open
Europe
a pro-bailout coalition could be formed with a
majority of seats in the Greek parliament, something that evaded the parties
last time.
The future of the European Union – Charlemagne
/ The Economist
Soviet collapse or Germanic reform?
Excellent article on what the referendum results – and especially a ‘no’ would
mean.
EURO CRISIS: SPAIN
The Eurepo curve spells trouble – alphaville
/ FT
Judging from the shift in the Eurepo curve, the
banks themselves don’t believe that any boosts will last longer than a month.
Bankia’s unusual bailout – City A.M.
Questions
and Answers
Director Of Spain's Failed Bankia To
Leave With €13.8 Million Termination – ZH
"Ten Days Later" - Bankia: The Supreme Irony – ZH
"Ten Days Later" - Bankia: The Supreme Irony – ZH
China’s mini stimulus, explained – alphaville
/ FT
Standard Chartered: The “new” idea in the 2012 package is more private-sector participation, though we are yet to be convinced that enough has been done to make that a reality.
Standard Chartered: The “new” idea in the 2012 package is more private-sector participation, though we are yet to be convinced that enough has been done to make that a reality.
BizDaily: Emerging markets: growth pains – BBC
(mp3)
Is it a case of Europe sneezing and the whole world
catching a cold? With evidence of a slowdown in China, we ask which
emerging markets are still on course to emerge. David Roche of Independent
Strategy talks to us about China's prospects. We hear
from one of Russia's leading investment bankers, Alexei Yakovitsky of VTB Capital. And the
BBC's Mark Tully considers the enduring obstacles to trade between India and its neighbour Bangladesh.
Previously
on MoreLiver’s: