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Friday, January 25

25th Jan - US Open: Loose ends



LTRO repayments out. Italian trouble brewing. US debt ceiling can kicked. Mali, Cyprus and EU budget talks ahead

Davos-, Cameron- and LTRO repayment specials have been updated.

Previously on MoreLiver’s:

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Roundups & Commentary
US Opening News And Market Re-Cap – Ransquawk / ZH
Frontrunning – ZH
Overnight: Futures Ramp Right On Schedule – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Daily press summary – Open Europe

Morning MarketBeat: Skeptics Hibernate as Rally Marches On – WSJ
Broker Note Briefing – WSJ
Three Impulses Dominate FX at the Week's End – Marc to Market

EUROPE
Monti and Draghi under fire in Italian bank scandaleuobserver
A bank scandal has flared up in Italy one month ahead of elections, with questions raised about ECB chief Mario Draghi's role in overlooking the case and PM Mario Monti using taxpayer money to bail out the bank.

EU summit: Mali, EU budget in early ‘draft guidelines’Brussels blog / FT
Sometimes draft communiqu├ęs Herman Van Rompuy sends around to national capitals ahead of an EU summit are interesting for the proposals that are in them. And sometimes they’re interesting for what the European Council president has left out.

  UK
The wider point about Britain’s “triple-dip” recession threatMacroScope / Reuters

Britain's economy flirts with "triple dip" recessionReuters

UK finance minister says poor GDP will not deter policy driveReuters

UNITED STATES
US fiscal risks significantly diminishedNordea (pdf)
or read the summary

OTHER
Morning Briefing (EU/US): Brilliant DisguiseBNY Mellon
George Osborne may yet have doubts about what he’s sure of. More thoughts on inflation targeting

Weekly Credit UpdateDanske Bank (pdf)

Commodities 2013 - Five themes to drive the market this yearDanske Bank (pdf)