Woo-hoo, I am 40 years old today. It has not been quick - and definitely not painless.
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
Morning
MarketBeat: Will Rally Have Legs? – WSJ
Broker Note
Briefing – WSJ
Morning
Take-Out – NYT
The T
Report – 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
“The Euro Is Like a Knife in the Hands of a
Child” – Testosterone
Pit
Leaving the EU would raise more questions than
answers – Open Europe
Spreads On Eurozone Sovereigns Widen – The
Daily Capitalist
CHINA
Monetary Statistics for May 2012 – ASA
Green shoots ahoy? – beyondbrics
/ FT
Stuck below trend but not falling off a cliff – Danske
Bank (pdf)
OTHER
What is globalization? – mpettis
About ten years ago I published an article in
Foreign Policy that I just recently re-read.
In the article I extended one of the arguments I made in my book, The
Volatility Machine, that the globalization process is driven primarily by
monetary expansion and the consequent increase in risk appetite.
Industrial Commodities Ready For Rebound – The
Short Side of The Long
Good,
longer overview of most asset classes.
Key Events In The Coming Week – ZH
Earlier on
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