Google Analytics

Monday, March 4

4th Mar - US Open

Previously on MoreLiver’s:

Follow ‘MoreLiver’ on Twitter or Facebook

Roundups & Commentary
Frontrunning – ZH
Overnight: Hobbled By Hawkish China Sending Futures Lower To Start The Week – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Daily press summary – Open Europe
  UK in last ditch attempt to water down caps on banker bonuses; Mats Persson: The cap is largely displacement activity

Morning MarketBeat: Taxes, Gas Prices Threaten Consumer Stocks – WSJ
Week Ahead: Central Banks Dominate – Marc to Market
Morning Briefing (EU/US): – BNY Mellon

ECB preview: No help for ItalyNordea

Latvia goes for the eurobeyondbrics / FT
A vote of confidence in the euro: Latvia on Monday formally decided to join the troubled common currency, with the prime minister, finance minister and central bank governor jointly signing the application.

Michael Pettis on Misguided European OptimismMish’s

Quelle Surprise! Technocrats in Italy Scheming to Steamroll Voter Rejection of Austeritynaked capitalism

[Opinion] Why Europe should not worry about Italyeuobserver
While seemingly a threat to EU stability and at the heart of possible contagion, Italy is historically used to navigating through uncertainty, short-lived governments and catastrophic economic forecasts.

Cyprus bailout to dominate EU ministers' talkseuobserver
Eurozone finance ministers are meeting on Monday amid expectations of swift movement on a bailout for Cyprus.

Here comes ... the German Anti-Euro PartyOpen Europe
The new party will launch in April under the name  "Alternative for Germany". The party appears to be an offspring of "Wahlalternative 2013" (Election Alternative 2013) - a group consisting mostly of academics but also including Hans-Olaf Henkel, the well-known and outspoken former head of Germany's employers federation BDI.

Has the time for BoJ talk passed?alphaville / FT
BoJ governor nominee Haruhiko Kuroda has already been fairly clear that he wants to expand the asset-purchasing programme, and buy longer-term bonds. So how significant are his Draghi-sounding "whatever we can do" comments, really?

Euro zone week aheadMacroScope / Reuters
Italy and ECB, and bond yields

Highlights for the Week Ahead: Central Banks Dominate Marc to Market
Three main items stand out: service sector purchasing managers surveys, five major central bank meetings, and the US employment data. 

Event risks fast and furious this weekTradingFloor
John J. Hardy: EURUSD is slipping at the 1.30 level and GBPUSD at 1.50 ahead of ECB and BoE meetings on Thursday. We also have the RBA up tonight and BoC on Wednesday and much more in an action packed week for FX.

11 central bankers this week will tell FX how they're leftTradingFloor
Ken Veksler: A nervously quiet start to European trading this morning as London traders try to make sense of last Friday's close, not to mention the rather hefty dip taken in the Asian and, particularly, Shanghai indices over the Sunday open.

Previewing The Key Macro Events In The Coming WeekZH
by Goldman Sachs

Is this 2011 all over again?Humble Student
I am not a big believer in market analogues, but the current environment bears an eerie resemblance to the summer of 2011.

The Stress Indicators are feeling stressedTradingFloor
Steen Jakobsen: The Stress Indicators is showing more stress - more and more charts are moving above their medium-term average and Gasoline is taxing US consumers.

”Valitsen euron hajoamisen mieluummin kuin liittovaltiokehityksen”TE
Vanha demarivaikuttaja Seppo Lindblom valitsee mieluummin valitsee euron hajoamisen kuin jatkuvan liittovaltiokehityksen.

Romaniaa ja Bulgariaa ei pidä päästää Schengen-sopimuksen piiriinEero Vainio / US Puheenvuoro

Puoluekokous meillä päättää - tai sitten eiJuhani Huopainen / US Puheenvuoro