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Friday, July 20

20th Jul - US Open: One Year

One year.

844 posts.

My very first post Jul-20-2011

Thank you.

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By the way, again a very nice view from me in the morning.

Earlier on MoreLiver’s:
News & Recap – RanSquawk / ZH
Frontrunning – ZH
Overnight Summary – BofA / ZH
The Lunch Wrap – FT
Emerging N.Y. headlines – FT
Today’s front pages – presseurop
Daily press summary – Open Europe

Morning MarketBeat: Sour Sentiment Could Be Good for Stocks – WSJ
Broker Note Briefing – WSJ
Morning Take-Out – NYT
Tug-of-War Keeps FX ChoppyMarc to Market
AM Dear Dairy: Mixed Bag – Macro and Cheese
I’m Starting to Feel like Bill Murray in Groundhog DayTF 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

The European Debt Mutualization Options MatrixZH
Barclays: Of all the proposals, we find the ESM gaining a banking licence and leveraging itself at the ECB to be the most practical solution, especially in reaction to an acute funding crisis. However, legal considerations could prevent this from happening in the near term.

A no-further-bailouts
Solving the EZ crisis will almost certainly involve some financial transfers in exchange for some loss of sovereignty. This column suggests a guiding principle for which policies should be under EZ control. Transfers of authority to supranational bodies must make a no-further-bailout clause credible.

Upsides to a tumbling euro?alphaville / FT
UBS: At first sight, this should boost output, but the exchange rate response is simply part of the bigger, well-known picture of economic stress in the common currency region.

Europe's Fundamental Flaw ResurfacesZH
Stratfor’s short video briefer

Chart: air cargo volume indicator and global industrial productionASA
Weekly Credit UpdateDanske Bank (pdf)