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Monday, September 17

17th Sep - EU Open


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:

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

Reference
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


MORNING BRIEFINGS
Morning Briefing (Asia) – BNY Mellon

Asia Today: Risk rally stalls; US to fight China on auto subsidySaxo Bank
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 BalanceSaxo 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 DailyDanske 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 revisitedBNY Mellon
Due to popular demand, “currency wars” is returning to a theatre near you

AamukatsausNordea (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


AamukatsausTapiola (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.


MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat

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