One year.844 posts.
My very
first post Jul-20-2011
Thank you.
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 Choppy – Marc
to Market
AM Dear
Dairy: Mixed Bag – Macro
and Cheese
I’m
Starting to Feel like Bill Murray in Groundhog Day – 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
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
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 principle – voxeu.org
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.
Stratfor’s
short video briefer
OTHER
Chart: air cargo volume indicator and global
industrial production
– ASA
Weekly Credit Update – Danske
Bank (pdf)