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Tuesday, September 4

4th Sep - US Open: Leaking Support

Risk markets selling off slightly. ECB expectations managed by leaked reports that the "believe me"-man will buy the Quantanameras.

Previously on MoreLiver’s:

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Roundups & Commentary
US Opening News And Market Re-Cap – Ransquawk / ZH
Frontrunning – ZH
Overnight Sentiment – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Today’s front pages – presseurop
Daily press summary – Open Europe
  MEPs leak reports of ECB bond buying

Morning MarketBeat: September’s Historically Tough for Stocks – WSJ
Broker Note Briefing – WSJ
Morning Take-Out – NYT
AM Dear Dairy: ECB on Deck – Macro and Cheese
Nervous Calm PrevailsMarc to Market
Re-Coupling Trades are Working – 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

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

Spain, Bad Banks, Assets, Losses and LiesGolem XIV
In short, bad banks are rarely a real solution. They roll losses out of the public eye and in to the future. The loss is still as real as ever and it is still the tax payer who will foot the bill.

Euroisation and de-euroisation in one handy chartalphaville / FT
JP Morgan’s Flows & Liquidity team have compiled a composite Eurozone disintegration measure:

Financial fragmentation in many partsalphaville / FT
the above with country-specific data, again from JPM

Mildly disappointing ECB on ThursdayNordea
“Disappoint” because details of the new intervention programme are likely to be scarce, and “mildly” because the expected disappointment seems to have become the consensus call over the past weeks.

Economic Outlook – Slow speed aheadNordea
The global economy continues to grow, but the pace is slow. This also applies to the Nordic economies, with the exception of Norway and Sweden (full pdf in several languages available for download).

140 years of Equity Yield vs US Bond YieldThe Big Picture

Back-to-School Letter to the US CongressMohamed El-Erian / Project Syndicate

Talousnäkymät – Hitaasti kiiruhtaenNordea
(sama katsaus kuin yllä, mutta suomeksi)

Talousennuste vuosille 2012–2013PT (pdf)
Euroopan velkakriisi hidastaa kasvua (lehdistötiedote pdf kiireisille/laiskoille)

Pääkirjoitus: Pankkiunioni olisi kriisin täsmähoitoaHS

Miksi Suomessa ei kannata pitää teollista toimintaa – koska suomalainen työ on hintaansa nähden tuottamatontatyhmyri

Luuleeko joku oikeasti että jos Suomi palaisi markkaan, niin markan arvo vahvistuisi eikä sille mitään voitaisi?tyhmyri

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