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Wednesday, August 1

1st Aug - EU Open

Still nothing new to say. See my continuously updated specials ECB WATCH and FED WATCH.

Previously on MoreLiver’s:

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News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT

TV: Bloomberg, BBC
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

Market Preview: Focus on FOMC OutcomeSaxo Bank
European markets are expected to open weaker Wednesday amid looming uncertainty ahead of the FOMC meeting outcome. Investors await manufacturing PMI data across the Eurozone due today.

Danske DailyDanske Bank (pdf)
The main impact from today’s meeting will most likely be through  ‘softer’ communication including a possible extension of ‘exceptionally low interest rates’ beyond 2014. 

Morning Briefing: Selling insuranceBNY Mellon
Some commodity currencies are more attractive than others

Aamukatsaus (Finnish) – Nordea (pdf)
USA:sta helpottavia lukuja – Fed ei tule lisäämään elvytystä * Kiinassa teollisuussektorin kasvu hidastui * USA:n korot laskivat ennen Fedin kokousta

Aamukatsaus (Finnish) – Tapiola (pdf)
Markkinat valmistautuvat keskuspankkien päätöksiin * Kiinan ostopäällikköindeksi jäi odotuksista, jatkaen Euroopasta levinnyttä makropettymysten sarjaa.

China’s July manufacturing PMI missed estimate – ASA
HSBC/Markit China manufacturing PMI continues to show contraction in July – ASA
Charts: China PMI’s employment component points to job losses in manufacturing – ASA

UBS: Why Another Major China Stimulus Package Is Not ComingZH