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Wednesday, October 31

31st Oct - US Close

Bad European data: bank lending in eurozone just does not fly. Trilater commission to meet in Helsinki next weekend. Trichet leads, so expect stability, greatness and overall #winning.

Previously on MoreLiver’s:

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Roundups and Commentary
News – Between The Hedges
Markets – Between The Hedges
Recap: Apple, Yen, ECB Loan Officer SurveyGlobal Macro Trading
The Closer – alphaville / FT

Roundup: Eurozone Unemployment at Record Levels – Kiron Sarkar / The Big Picture
The T Report: 1,000 Acts of Kindness – TF Market Advisors
Tomorrow’s Tape: ADP Employment Report to Set Tone for Jobs Friday – WSJ

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

The euro zone isn't workingFree exchange / The Economist

Provincial EuropeProject Syndicate
A new European mindset, and a foreign policy equal to it, is urgently needed if Europe is to meet the challenges posed by Asia and the wider Middle East. Unless Europe develops the capacity to defend its own interests, it will become vulnerable to a growing range of economic and security threats.

Euro area bank lending: Halloween editionalphaville / FT

Euro area credit tighteningDanske Bank (pdf)

Greece Releases Another Budget, Hilarity EnsuesZH

Greek self-harm and the Lagarde listThe World / FT
I wonder if the Greek government realises just how damaging the trial of Costas Vaxevanis is going to be for their country.

The Swiss National Bank straddlealphaville / FT

Who ate all the gilts? Was it you, SNB?alphaville / FT

Norges Bank on hold and first hike postponedNordea

Election update - political uncertainty to continueDanske Bank (pdf)

How To Eliminate $4.5 Trillion of DebtBruce Krasting
It will not work.

The missing GDP, updatedalphaville / FT
Credit Suisse economists have updated their “Missing GDP” chart, now showing the average contribution to real GDP growth of each subcomponent in the first thirteen quarters of the last six US recoveries, and then comparing them against the corresponding contributions in this one.

A Grim Preview Of This Friday's Jobs NumberZH

Chicago PMIThe Big Picture
Weak Employment in Chicago PMIBespoke
Chicago PMI: Activity "Idled" – Calculated Risk
Press release – ISM Chicago (pdf)
Misses After Early Leak, Contracts; Employment At 33 Month Low – ZH

ain’t found a way to kill me yet… - The Reformed Broker
Putting Sandy In Destructive Context – ZH
The Hidden Economic Victims of Superstorm Sandy – The Curious Capitalist
Did Climate Change Cause Hurricane Sandy? – SciAm
The 2011 Report That Predicted New York's Subway Flooding Disaster – The Atlantic
America's Most Expensive StormsNPR
Sandy round-upalphaville / FT
Hurricane Sandy – Rough Cuts – Thomson Reuters
7 Things I Learned from Hurricane Sandy – Altucher Confidential

China’s Troubled BourbonsProject Syndicate
China's people are increasingly defiant and disdainful of their leaders. One explanation is a perception that the authorities have grown afraid of the people and have shown a tendency to yield to their demands when confronted with angry protesters.

Osuuspankin pelko: Vero vie asiakkaat NordealleYLE
Rahoitusmarkkinaveron käyttöä selvittelee nyt 11 EU-maata. Suomi ei ole joukossa mukana.

KunnallisvaalikommenttiHannu Visti

Huippujohtajat saapuvat Helsinkiin miettimään Euroopan tulevaisuuttaYLE
Helsingissä pohditaan ensi viikonloppuna suuria asioita. Euroopan päättäjien keskustelufoorumi, Trilateraalinen komissio, kokoontuu kaupungissa Euroopan-puheenjohtajansa Jean-Claude Trichet'n johdolla.

Lainatiskeillä hiljaista syyskuussaeuroetana
Asuntojen hinnat nousivat syyskuussa, mutta volyymin puolesta kuukausi näyttää olleen hiljainen. Suomen Pankin tänään julkaiseman tilaston mukaan kotitaloudet ottivat uusia asuntolainoja vajaan 1.6 miljardin euron arvosta, mikä on 15% vähemmän kuin viime vuonna samaan aikaan.

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