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Monday, June 11

11th Jun - US Open: I am forty

The markets are not liking the Spanish bailout announcement at all. After the initial 'buy risk', issues like subordination, Italy, Ireland and most importantly, where the bailout money comes from (hint: more debt) are questioned. For my coverage of the bailout, see the continuously updated Spanish Bailout: The Collection.
Woo-hoo, I am 40 years old today. It has not been quick - and definitely not painless.

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

Morning MarketBeat: Will Rally Have Legs? – WSJ
Broker Note Briefing – WSJ
Morning Take-Out – NYT
AM Dear Dairy: Spain Pain Drain – Macro and Cheese
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
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank
European 10yr Yields and Spreads – MTS indices

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“The Euro Is Like a Knife in the Hands of a Child”Testosterone Pit

Leaving the EU would raise more questions than answersOpen Europe

Spreads On Eurozone Sovereigns WidenThe Daily Capitalist

Italy Moves Into Debt-Crisis Crosshairs After SpainBB

Monetary Statistics for May 2012ASA

Green shoots ahoy?beyondbrics / FT

Ominous signs from ChinaHumble Student

Stuck below trend but not falling off a cliffDanske Bank (pdf)

China’s economy is slowing, just don’t get too excited about stimulusASA
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 ReboundThe Short Side of The Long
Good, longer overview of  most asset classes.

Key Events In The Coming WeekZH

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