10th Jul - US Open: Waiting

Boring newsflow: China looks bad, nothing much about Europe, US corporate earnings seen topping by everyone and their grandmothers.

News & Recap – RanSquawk / ZH

Frontrunning – ZH

Overnight Summary – BofA / ZH

The Lunch Wrap – FT

EM New York headlines – FT

Today’s front pages – presseurop

Daily press summary – Open Europe

Morning MarketBeat: Stocks’ Summer Repeat Playing Out – WSJ

Broker Note Briefing – WSJ

Morning Take-Out – NYT

Muted Turnaround Tuesday  – Marc to Market

LIBOR, Spain, and High Yield Bonds – TF Market Advisors

Weaker Chinese, better UK, Portuguese and Italian data  – Kiron Sarkar / The Big Picture

AM Dear Dairy: Creep-Up – Macro and Cheese

Pre-market Commentary – Marketwatch

Pre-Market Trading – CNNMoney

Pre-Market – NASDAQ

US Equity Preview – Bloomberg

Earnings & Events – The Street

MarketCurrents – Seeking Alpha

 

TV: Bloomberg, CNBC, BBC

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

 

Follow ‘MoreLiver’ on Twitter or Facebook

EURO CRISIS

Spanish bank bailout: Milestone or Millstone? – Saxo Bank

Spain brimming with Eurogroup win? – alphaville / FT

EU banking union disunites German economists – voxeu.org

Plans for an EZ banking union have been subjected to ‘dueling open letters’ by German-speaking economists. This column, by two Swiss-based economists, views the letters as closer than one thinks. The difference rests, not on economics, but on a judgement – will the promises in the EU Summit’s promises be fulfilled, or is this one more instance of ever-larger dollops of euros and ever-emptier buzzwords?

Will A German Constitutional Court Delay Today Cripple The EUphoria? – ZH

Answering The Open Questions On Europe's Bailout Fund – ZH

MARKETS

Confused curve signals – alphaville / FT

Currency Correlations with the S&P 500 Revisited – Marc to Market

Earnings Insight (6-July) – Factset

Optimism Beginning To Fade For Q4 Earnings Rebound?

From Q2 Macro Weakness To H2 Earnings Slump – ZH

CHINA

China’s trade figures point to weak domestic demand in June 2012 – ASA
China: stalling imports, growing headache – beyondbrics / FT

China Trade Date Shows Economy Weak – Forbes

China Import Growth Plunges, Trade Surplus Hits 3-Year High; Will US Response Be Protectionism? Is China Headed For a Deflationary Shock? – Mish’s

The only things about China’s monetary policy you need to know – ASA

Signs of shadow banking problems surfacing in formal banking system – ASA

More slowdown news from China – alphaville / FT

IN FINNISH:

Luottamuspula, euroryhmän johtajuus ja rakenteellinen ongelma – Hannu Visti

Pankkivalvontapuheet täyttä luikuria – Pauli Vahtera / IL

Mitä EKP voisi tehdä Suomelle? – Sami Miettinen / US Puheenvuoro

Sailas: Suomi maksaa muiden laskuja – YLE

Follow ‘MoreLiver’ on Twitter or Facebook