Not much
for now, I’ll post a “Best of the Week” soon. Markets have been very quiet, but I would not be surprised if the S&P suddenly decides to go up for no other reason than "better be long for the weekend". For more see today’s earlier EU Open: Same old, same old... and US Close: Finnish line from last night. Enjoy the silence while it lasts.
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: Stock Pickers Improve. Will It Last? – WSJ
Broker Note
Briefing – WSJ
Morning
Take-Out – NYT
FX Update
and Adjusting to Zero Deposit Rate – Marc
to Market
– TF Market
Advisors
AM Dear
Dairy: Bounce – 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
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
EURO CRISIS
France is ready to cede sovereignty to its
European partners if it helps create greater willingness to share the financial
burden of a common currency, European Affairs Minister Bernard Cazeneuve said.
1. Europe has to stop lying and start telling
the truth in the first instance.
Nama and El Nama – alphaville
/ FT
How far
will Spain’s bad bank be like Ireland’s?
Lend at low rates, for a long term. It’s one
way Spain’s official creditors could believably renounce seniority in the
bailout.
Swiss 2Y Rates Plunge To -43bps As All Trust Is
Lost – ZH
OTHER
Sentiment Update For All Assets – The
Short Side of the Long
Equity sentiment shows majority are not bearish
enough yet - Barron's asks which bond fund is the best for you? - Dollar
sentiment is extremely optimistic... once again - Very large fund outflow leave
commodity markets in May
The most important charts in the world – BI
we reached out to some of the world's most
influential analysts, economists, hedge-funders and traders and asked them a
simple question: what charts are you always keeping your eye on?
Q2 2012 earnings season: So it begins; ready
for disappointment?
– Saxo
Bank
Weekly Credit Update – Danske
Bank (pdf)