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Wednesday, November 14

14th Nov - US Open



Now this is a sight for sore eyes.


Previously on MoreLiver’s:

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Roundups & Commentary
US Opening News And Market Re-Cap – Ransquawk / ZH
Frontrunning – ZH
Overnight Sentiment – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Today’s front pages – presseurop
Daily press summary – Open Europe
  Greece manages a successful short term debt sale to avoid default this week

Morning MarketBeat: Technicals in Focus – WSJ
Broker Note Briefing – WSJ
Four Key Developments – Marc to Market
Greece Needs to go “Dirty Harry” On the Troika – TF Market Advisors

US session ahead
Pre-market Commentary – Marketwatch
Pre-Market Trading – CNNMoney
Pre-Market – NASDAQ
Earnings & Events – The Street
MarketCurrents – Seeking Alpha

Reference
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

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EUROPE
King Says BOE Keeps QE Option Open as Recovery Remains Subdued – BB
BoE still open to more QE – Nordea
U.K. Jobless Claims Unexpectedly Rise as Labor Market Slows – BB

Massive drop in Euro-area industrial production – Nordea

EU budget in disarray after MEPs veto talks – euobserver

Research Euroland: Fact Book Finland – Danske Bank (pdf)

  STRIKES
Anti-austerity strikes sweep Europe – Reuters
Anti-austerity strikes launched in Eurozone – The Telegraph
European workers stage austerity protests – BBC
Anti-austerity strikes and protests across Europe – live – The Guardian

UNITED STATES
Yellen Supports Explicit Guideposts – Tim Duy’s Fed Watch
Yellen delivers a dovish speech, siding with Evans and Kocherlakota who had previously advocated explicit inflation and unemployment guidelines for policy change.  The Fed is moving in this direction, promising to further lock-in a program of aggressive large scale asset purchases.  But is this the end of the road for policy?

Strategic Briefing: The Revival Of US Energy Production – The Capital Spectator

ASIA
Research China: Moderate recovery on stronger domestic demand – Danske Bank (pdf)

Memorable moments from China’s Congress – The World / FT

China’s new leaders: leak or bluff? – beyondbrics / FT

OTHER
Global housing: big losers and policy winners – alphaville / FT
Goldman: Globally, residential home prices have stabilised since the housing bust of 2007-09. But that statement hides significant variation underneath the global aggregate

Swedish morning briefing – Wednesday – Nordea (pdf)
or read the summary

Equities performing in-line with change in analysts’ optimism – ASA


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