Google Analytics

Tuesday, July 10

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
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

Spanish bank bailout: Milestone or Millstone?Saxo Bank

Spain brimming with Eurogroup win?alphaville / FT

EU banking union disunites German
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 FundZH

Confused curve signalsalphaville / FT

Currency Correlations with the S&P 500 RevisitedMarc to Market

Earnings Insight (6-July)Factset
Optimism Beginning To Fade For Q4 Earnings Rebound?

From Q2 Macro Weakness To H2 Earnings SlumpZH

China’s trade figures point to weak domestic demand in June 2012ASA
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 Chinaalphaville / FT

Luottamuspula, euroryhmän johtajuus ja rakenteellinen ongelmaHannu Visti

Pankkivalvontapuheet täyttä luikuriaPauli Vahtera / IL

Mitä EKP voisi tehdä Suomelle?Sami Miettinen / US Puheenvuoro

Sailas: Suomi maksaa muiden laskujaYLE

Follow ‘MoreLiver’ on Twitter or Facebook