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Monday, September 3

3rd Sep - "US Open"

Of course, US is closed, but here are the headline updates.

Previously on MoreLiver’s:
31.8. Best of August most read pieces + all my ’views’

Roundups & Commentary
Frontrunning – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Today’s front pages – presseurop
Daily press summary – Open Europe
  Barroso calls for new treaty and more integration
Morning MarketBeat:– WSJ
Broker Note Briefing – WSJ
September is looking particularly uncertain – Kiron Sarkar / The Big Picture
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

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Should we worry about Target2 imbalances? Why Central Bank negative equity does and doesn’t matterbruegel
Thus, if central bankers believe, or the public believes that central bankers believe, that a negative equity position of the central bank leads to a change in monetary policy, real consequences materialize and central bank equity matters. In that sense, Sinn has a point in claiming that Target2 assets and liabilities will lead to losses in case of a break-up. But this is more complex than simply taking the Target 2 imbalances and equating those to a loss.

Europe enters the witching monthMacroBusiness

ECB under pressure on bond-buyingeuobserver

Barroso: EU Treaty 'needs to be renewed' euobserver

An inflection point for Europe?Humble Student

ECB Focus: Mandate change plus German ESM and bill issues supportSaxo Bank

U.S. Companies Brace for an Exit From the Euro by GreeceNYT

So Bankia is still a viable bank...?Open Europe

The changing dynamics of sovereigns on loanalphaville / FT
European PMI’s
Euro area manufacturing PMIs point to continued contraction in August – ASA
Eurozone PMIs: from still bad to worse – alphaville / FT
A global slowdown? Of course, just look at the PMI's... – Saxo Bank
Euro zone factories faltering as core crumbles – Reuters

Labor Day Week in FX history offers important lessonsSaxo Bank

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