Good
morning! All the coverage on ECB’s decision is in my ECB Watch-post (continuously updated). The
Federal Reserver’s QE3 is in Fed Extra.
Previously on MoreLiver’s:
Roundups
News
roundup – Between
The Hedges
The 6am Cut
London – alphaville
/ FT
Emerging
Markets Headlines – beyondbrics
/ FT
Reference
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
MORNING BRIEFINGS
Morning
Briefing (Asia) – BNY Mellon
Asia kept risk and related currencies at their post-FOMC highs early in the
session but had difficulties as newswires reported US president Obama would
launch a trade complaint against China over unfair subsidies
for its auto/auto parts industries
Market Preview: Eyes on EU Trade Balance – Saxo
Bank
European markets are expected to open lower
Monday amid renewed worries about the Eurozone debt crisis. Markets are keeping
a tap on Eurozone Current Account and Trade Balance data due later today.
Danske Daily – Danske
Bank (pdf)
It is a very quiet day data-wise…Later this
week focus turns to Flash PMI for Euroland and more regional business surveys in the US. Spain's premier Rajoy is
scheduled to meet ECB president Mario Draghi on Friday as speculation continues
over when and if Spain will ask the EU for help.
Morning Briefing (EU/US): The impossible
trinity revisited –
BNY
Mellon
Due to popular demand, “currency wars” is
returning to a theatre near you
Aamukatsaus – Nordea
(pdf)
Pankkiunionin
toiminnan aloittaminen uhkaa viivästyä * USA:ssa kuluttajien luottamus parani
selvästi – vähittäismyynti jäi pettymykseksi * Fedin elvytystoimista tukea
riskinotolle, Saksan korot lähes 5 kk:n huippuihin
Aamukatsaus – Tapiola
(pdf)
Kokonaisuudessaan
näyttää siltä, että eurokriisin vaikutus on puraissut globaaliin kehitykseen
enemmän integroitunutta USA:n teollisuustuotantoa, mutta maan kuluttajien
tilanne jatkuu positiivisena. Markkinan suunta: Perjantaina osakemarkkina
jatkoi nousuaan elvytyksen kannattelemana. Perjantain USA:n makrodatasta
ristiriitaisia lukuja. Kuluttajien tunnelma paranee teollisuuden hidastuessa. Tällä
viikolla mielenkiintoinen makrodata julkaistaan loppuviikosta euroalueelta.