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Tuesday, December 18

18th Dec - EU Open


Previously on MoreLiver’s:

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

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

MORNING BRIEFINGS
3 Numbers To Watch: UK CPI, US Redbook Index, NAHB Housing IndexSaxo Bank
Today's UK inflation report may tell us if monetary policy will loosen to combat a slowing economy. Also, the final US retail sales update before Christmas, and the NAHB's Housing Market Index is likely to bring more optimism for US housing.

Market Preview: Eyes on UK CPI dataSaxo Bank
European markets are expected to open higher Tuesday amid hopes that US lawmakers might reach an agreement to avert the US fiscal cliff. Meanwhile, traders are keeping an eye on the UK annual CPI data later today which is likely to remain unchanged.

Danske DailyDanske Bank (pdf)
Signs that an agreement in the fiscal cliff negotiations is close – stock markets and US bond yields markedly higher. House prices in China continued to recover in November. We expect Riksbank to cut its repo rate by 25bp today. 

Global morning call Nordea

Positive signals from US budget talks * IMF aid package for Ireland
 
AamukatsausNordea (pdf)
Draghi uskoo pankkiunionin tukevan luottamusta * Riksbankilta odotetaan koronlaskua * USA:n 10-vuotinen korko nousi korkeimmilleen sitten lokakuun

AamukatsausTapiola (pdf)
Osakemarkkina pyörii USA:n budjettikeskusteluiden ympärillä, nyt markkina nousussa. Japanin uusi politiikka / keskuspankkipolitiikka näkyi myös yöllä Nikkein nousuna. EKP:n Draghi odottaa euroalueen talouden palautuvan vuoden 2013 toisella puoliskolla. Julkaistu makrodata euroalueella ja USA:ssa heikkoa, mutta se ei vaikuttanut pörsseihin. Osakefutuurit nyt aamulla selvästi plussalla, indikoiden nousuavausta pörssiin

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat