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Thursday, October 25

25th Oct - EU Open

I updated my views in last night's post, so just the regular links for now.

Previously on MoreLiver’s: 
24-Oct US Close: Fed Slept, My views

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

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
Economic Calendar – Forexpros

Morning Briefing (Asia): PatienceBNY Mellon
The CAD is a glowing opportunity; but maybe not just yet

3 Numbers to Watch: UK Q3 GDP, US Durable Goods, Chicago FedSaxo Bank
UK GDP for the third quarter is expected to rebound following strong sales during the Olympics. US durable goods are also likely to strength for September, while the Chicago Fed Activity Index is forecast to improve on last month.

Asia Today: Fed on hold, RBNZ on hold, Asian markets on holdSaxo Bank
Earlier this morning the RBNZ echoed the Fed’s overnight decision by leaving its Official Cash Rate unchanged at 2.5%. After the RBNZ it was back to sitting in tight ranges for the rest of the session.

Market Preview: Eyes on UK GDPSaxo Bank
European markets are expected to open flat Thursday ahead of a slew of European and US corporate results today. UK third quarter GDP and US durable goods orders data also due today are likely to garner market attention.

Danske DailyDanske Bank (pdf)
Key news: FOMC statement contained few changes and caused limited market reaction. We have an interesting day ahead of us with focus on the Riksbank meeting, UK Q3 GDP, euro area M3 growth and US durable goods. Market movers today: SEK: Riksbank meeting, UK: Q3 GDP, EUR: M3 money supply, US: Durable goods, Q3 earnings: Apple, Santander

AamukatsausNordea (pdf)
Kreikka saamassa lisäaikaa säästötoimilleen? * Luottamus euroalueella heikkeni * Huolet euroalueen ja Saksan talouden kehityksestä painoivat korkoja

AamukatsausTapiola (pdf)
Osakemarkkina otti melko neutraalisti vastaan yllättäen lisää heikentyneet euroalueen ostopäällikköindeksit. Osakefutuurit nyt lievästi plussalla, indikoiden nousuavausta pörssiin. 3Q12-tuloksia aamulla: Hyvät tulokset: F-Secure, Neste Oil, Outotec. Neutraalit tulokset: Alma Media, Dovre Group, Oriola-KD, Trainers’ House. Heikot tulokset: UPM-Kymmene.

Morning Briefing (EU/US): – BNY Mellon


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