Previously on MoreLiver’s
Roundups &
Commentary
US Opening
News And Market Re-Cap – Ransquawk
/ ZH
Frontrunning – ZH
Overnight Sentiment Better On Yet More Easing – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Today’s front pages – presseurop
Daily press summary – Open Europe
Reuters: Spain ready to request aid, but Berlin wants Madrid to hold off
Broker Note Briefing – WSJ
AM Dear Dairy: Turnaround Tuesday – Macro
and Cheese
Three Notworthy Developments – Marc
to Market
The T Report: Again, Still, More of the Same – 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
Reference
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
EUROPE
Moral hazard comes
back to haunt the Eurozone – Saxo
Bank
Every time the European Central Bank concocts
some new, shiny, innovative way to pretend and extend, thus theoretically
giving politicians time to agree on the structural changes required to ensure
the long-term survival of the Euro, the politicians breathe a collective sigh
of relief and go ‘off-piste’.
Riksbank’s interviews: Companies signals low
inflation – Nordea
The EU’s high level experts on banking have
spoke – alphaville
/ FT
The Liikanen
report on EU’s banking sector
EUROPE: SPAIN
Not only is Spain in the midst of a devastating
economic crisis, but it also faces the prospect of a constitutional one, after
nationalist leader Arthur Mas, president of the autonomous Catalonia region,
called an election widely considered as a plebiscite on independence. A
profile.
Moody’s on Spanish banks and others on the
bailout muddle – alphaville
/ FT
ASIA
RBA eases, cites China’s slowdown
OTHER
Investment Outlook Monthly: Damages – Bill Gross / PIMCO
The U.S. has federal debt/GDP less than 100%, Aaa/AA+ credit
ratings, and the benefit of being the world’s reserve currency. Studies by the
CBO, IMF and BIS (when averaged) suggest that we need to cut spending or raise taxes by
11% of GDP and rather quickly over the next five to 10 years. Unless we begin to
close this gap, then the inevitable result will be that our debt/GDP ratio will continue to rise, the
Fed would print money to pay for the deficiency, inflation would follow, and
the dollar would inevitably decline.
The Best And Worst Performers In Q3 And
September – ZH
Quick asset
class performance tables from Deutsche Bank
A new era for FX – alphaville
/ FT
HSBC’s
report: domination of risk-on/ risk-off
and how, no matter how you parse it or trade it, everything comes down to RORO
and central bank moves.
If it
ain’t broke, don’t fix it. If it is broken, Fixit. – MoreLiver