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Wednesday, October 31

31st 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: BTF Window Dressing And Ignore All News – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Today’s front pages – presseurop
Daily press summary – Open Europe

Morning MarketBeat: Nobody Knows What to Expect – WSJ
Broker Note Briefing – WSJ
Three Key Developments – Marc to Market

US session ahead
Pre-market Commentary – Marketwatch
Pre-Market Trading – CNNMoney
Pre-Market – NASDAQ
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
Economic Calendar – Forexpros

Spain's unrealistic expectationsDanske Bank (pdf)
The Spanish government expects the recession to come to an end by mid-2013. In an environment of fiscal tightening and sliding house prices, that appears to be wishful thinking. Even if Spain manages to deliver the anticipated -0.5% growth in 2013, this does not justify the government’s expectations that the unemployment rate should decline slightly in 2013. It is simply at odds with the empirical evidence. We expect that the Spanish economy will contract 1.5% or more in 2013, that Spain will miss its fiscal target and that the unemployment rate will rise to at least 26.5%.

Euro-zone banks not about to boost a recovery any time soonNordea
The results from the ECB’s latest bank lending survey (Q3) only add to worries that credit growth is not going to support an economic recovery any time soon.

‘Greek limbo’ is two words. TWO!alphaville / FT
The Greek government has left this latest, very long, round of eurozone marriage counselling to head into, well, predictable domestic acrimony with headlines like “Crucial Test for Greek Coalition” trailing in its wake.

Fact Book: The NetherlandsDanske Bank (pdf)

Norway: No FX purchases in November, maybe in DecemberNordea
Norway: Norwegian figures somewhat on the weak side – Nordea

Chasing storm damage estimatesalphaville / FT

Great Graphic: QE and S&P 500 Is that All there Is?Marc to Market

China’s strange quarterly GDP revisions could actually be good in YoY termsalphaville / FT
China official leading indicator rose in SeptemberASA
Points to a likely pick-up in economic activities in the final quarter.

Uusia pitkäaikaissäästämissopimuksia solmittiin edelleen vähänSuomen Pankki
Kotitaloudet nostivat syyskuussa 2012 uusia asuntolainoja 1,6 mrd. euron edestä, mikä on vähemmän kuin vuosi sitten syyskuussa.

Matti Viren: Miten Euroopan talouskasvua voidaan nopeuttaa?Suomen Pankki

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