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Friday, November 9

9th Nov - EU Open

Check my previous post for some views & good links.

Previously on MoreLiver’s:

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News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT

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

3 Numbers to Watch: Uni of Michigan Survey, UK Trade & DE CPISaxo Bank
I expect another quiet day in markets today. The University of Michigan Confidence survey is expected to move little, while German CPI is also likely to stay at 2 percent. Meanwhile, the UK trade balance is forecast to recover ever so slightly. 

Market Preview - German CPI and US consumer sentiment eyedSaxo Bank

European markets are expected to open mostly higher Friday. Economic data from China today has surprised investors to the upside. Meanwhile, markets keep an eye on German CPI, French industrial output and US consumer sentiment data due later today. 

Danske DailyDanske Bank (pdf)
EU and IMF disagree on Greek debt reduction – rescue plan postponed. CBO warns US policy makers about fiscal cliff. Sell-off continues despite stronger-than-expected US data. Market movers today: France industrial production, Sweden industrial production, US: University of Michigan consumer confidence

AamukatsausNordea (pdf)
Kiinasta lisää rohkaisevaa talousdataa * EKP pysyy odottavalla kannalla – lähipäivinä huomio Kreikassa * EURUSD alimmilleen yli kahteen kuukauteen heikkojen kasvunäkymien myötä 

AamukatsausTapiola (pdf)
Markkinan suunta:  Osakemarkkinoiden heikko tunnelma jatkui eilen, aamulla julkaistu positiivinen makrodata Kiinasta loivensi markkinoiden laskua. Osakefutuurit lievästi plussalla.  Tapiola Pankin mallisalkuun uudet valinnat 8.11.2012 

Morning Briefing (EU/US): "You know, the nearer your destination...."BNY Mellon

Gold and the Dow may be flashing some warning signals.


Missing the Bigger Picture in GreeceTim Duy’s Fed Watch

Merkel Has A DreamTestosterone Pit

Some positive news for US housingSober Look

CPI inflation fell to 1.7% yoy in October – ASA
Industrial production growth increased to 9.6% yoy in October – ASA
Fixed asset investments growth picked up in October – ASA
Retail sales increased by 14.5% yoy in October – ASA

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