Previously
on MoreLiver’s:
30.8. US Close nice one
30.8. US Open nice one
Roundups & Commentary
US Opening News And Market Re-Cap –
Ransquawk / ZH
Frontrunning
– ZH
Overnight Recap
and Today’s Key Events – ZH
The Lunch
Wrap – alphaville
/ FT
Emerging
N.Y. headlines – beyondbrics
/ FT
Today’s
front pages – presseurop
Daily press
summary – Open
Europe
Commission
wants to give ECB control over all eurozone banks; Schäuble: It is common sense
to limit supervisory powers to systemically important banks
Morning
MarketBeat: Bernanke in the Spotlight – WSJ
Broker Note
Briefing – WSJ
Morning
Take-Out – NYT
Deflation –
it must be, indeed is, Japan – Kiron
Sarkar / The Big Picture
Dollar Heavy While Waiting for Bernanke – Marc to Market
Central Banks, Solvency, Liquidity, & Budget Deficits – TF Market Advisors
Dollar Heavy While Waiting for Bernanke – Marc to Market
Central Banks, Solvency, Liquidity, & Budget Deficits – TF Market Advisors
US session ahead
Pre-market
Commentary – Marketwatch
Pre-Market
Trading – CNNMoney
Pre-Market
– NASDAQ
US Equity Preview – Bloomberg
Earnings
& Events – The
Street
MarketCurrents
– Seeking
Alpha
Reference
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
EUROPE
The Dragometer – alphaville
/ FT
The game theory literature tells us that one of
the ways to solve the prisoner’s dilemma is to have a credible threat in place,
especially as the ECB and politicians will be playing this game an unknown
number of times. But the problem for the ECB is that the threat of not
intervening if the conditionality isn’t met is not credible.
Euro Charm Offensive: Merkel Acts to Polish
Poor Image Abroad –
Spiegel
Iron lady, leader of the Fourth Reich, lacking
compassion: Chancellor Angela Merkel's image has suffered during the euro
crisis. Suddenly, though, she is all smiles and full of praise for the efforts
made by indebted euro-zone states. But will her charm offensive be enough to
transform Germany's battered image in Europe?
Bundesbank's Weidmann Wanted To Resign Last
Week, Bild Reports; Is Goldman's "Ambassador" To Germany In Play? – ZH
Bundesbank chief Jens Weidmann 'considered
resigning over ECB bond buying' – The
Telegraph
…considered resigning several times because of
his opposition to a new bond-buying plan by the ECB but was persuaded by the
German government to stay, according to reports.
Fresh glimmers of hope for the eurozone
(technical) – The
Telegraph
Just so there is no misunderstanding, this does
not mean the eurozone is "recovering". Far from it…Recession may well
get worse for a while before the money effects feed through, but the potential
outlook for early 2013 is better.
ECB to cut eurozone growth forecasts, says
Nowotny – The
Telegraph
USA
And this one time, at economist camp… – alphaville
/ FT
Last minute
thought on the Jackson Hole from Barclays, Credit Suisse, UBS, Natixis, Citi, JPMorgan. Consensus: expect
nothing.
What To Expect From Bernanke At J-Hole – ZH
Morgan
Stanley: Chairman Bernanke is unlikely to
offer a Solomonic solution, but his speech would be more interesting if he
relayed where they are in the process.
If QE3 is so close, why is the Fed’s balance
sheet shrinking? – alphaville
/ FT
With All Of QE3 Priced In, The Only Way Is Down
Should Bernanke Disappoint – ZH
CHINA