News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
The Closer
– alphaville / FT
Market
Commentary – A
View From My Screens
Tyler’s European Summary – ZH
Europe Squeezes Green But Safe-Havens
Remain Bid
Gold
And Stocks Soar As Risk Recouples
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
EURO CRISIS
Euro Zone Headed For Chaotic Breakup – Thomson
Reuters
Economist Simon Johnson calls the collapse of
the euro zone inevitable and suggests that the Federal Reserve suspend the
distribution of capital to the too-big-to-fail banks as an insurance policy
against the fallout.
Flooring the ESM – alphaville
/ FT
The ESM is
too small, and even if it were not, its purchases of sovereign bonds would not necessarily
help.
Cajas or Landesbanken? – alphaville
/ FT
German
banks are not that good.
ECB preview: Time for ECB to deliver rate cut – Danske
Bank (pdf)
Massive fraud of EU funds rarely reported by
member states – euobserver
OTHER
Clueless: Meet the Overprecise Pundits – The
Psy-Fi Blog
Most short-term opinions on markets or any
system that includes human beings as part of the machinery are generally
worthless in a financial sense.
LIBOR: Everything You Want to Know, but were
Afraid to Ask – TF
Market Advisors
Markets continue to rise – Kiron Sarkar
/ The Big Picture
Market
roundup / commentary