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Tuesday, October 2

2nd Oct - US Open

Previously on MoreLiver’s

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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

Morning MarketBeat: Europe’s Problems Creeping Up Again – WSJ
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

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

Moral hazard comes back to haunt the EurozoneSaxo 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 inflationNordea

The EU’s high level experts on banking have spokealphaville / FT
The Liikanen report on EU’s banking sector

Great Graphic: 150 Years of Spain's Ups and DownsMarc to Market

Artur Mas – the man with Spain’s future in his handsFT
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 muddlealphaville / FT

RBA, on further inspection, finds glass half emptyalphaville / FT

Will Asia follow Australia?beyondbrics / FT
RBA eases, cites China’s slowdown

Investment Outlook Monthly: DamagesBill 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 SeptemberZH
Quick asset class performance tables from Deutsche Bank

A new era for FXalphaville / 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.

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If it ain’t broke, don’t fix it. If it is broken, Fixit. – MoreLiver