Roundups and
Commentary
News – Between The Hedges
Markets – Between
The Hedges
Recap – Global Macro Trading
The Closer – alphaville / FT
Roundup – A
View From My Screens
Roundup – Kiron
Sarkar / The Big Picture
The
T-Report: Seasons in the Sun – TF
Market Advisors
Tomorrow’s Tape – WSJ
Europe: Sovereign Spreads
Plunge To Nine Month Lows As EUR Breaks 1.33 – ZH
US: Stocks Slump Most In 5 Weeks – ZH
Reference
Debt crisis
live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
Economic
Calendar – Forexpros
EUROPE
Silvio Berlusconi’s anti-European rhetoric
means that he may yet hold the balance of power after next year’s Italian
elections – europp
/ LSE
The euro area’s need for stabilization in
historical perspective – bruegel
How often
does it happen that countries pertaining to the same economic area are in
dramatically different business cycle positions? How severe is the divergence?
How persistent is it?
Three structural reforms remain central for the
euro in 2013 – bruegel
Structural
reforms, banking union structure, political integration
UNITED STATES
Mind the rate risk – alphaville
/ FT
Central banks have kept rates ultra-low since the financial crisis, trying to stimulate economic growth. Whether one regards this as successful or not, one can agree that it has costs. A line item with a particularly nasty looking question mark above it is a corporate bond bubble.
Central banks have kept rates ultra-low since the financial crisis, trying to stimulate economic growth. Whether one regards this as successful or not, one can agree that it has costs. A line item with a particularly nasty looking question mark above it is a corporate bond bubble.
Great Graphic: Fical Cliff Negotiations – Marc
to Market
Comments on
Housing Starts – Calculated
Risk
Housing
Starts Fall In November, But Outlook Remains Bright – The
Capital Spectator
OTHER
Long-term sovereign debt ratings – graphic of
the day – Thomson
Reuters
Standard
& Poor’s raised Greece’s sovereign credit rating to
B-minus with a stable outlook from selective default, citing Europe’s efforts to keep the country part
of the euro. Today’s graphic shows the credit ratings for the US, Japan and the euro zone.