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Tuesday, July 23

23rd Jul - US Open

Previously on MoreLiver’s:

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Roundups & Commentary
Frontrunning – ZH
Overnight:  Levitation Brought To You By These Fine Events – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Midday Express (EU daily news) – Europa
Daily press summary – Open Europe

Morning MoneyBeat: Record Highs Nothing to Fear – WSJ
Morning Bond Update – TradingFloor
Two Developments to Note  Marc to Market

Abenomics: Shinzo ready to re-launch 2nd and 3rd arrow after Japanese election?Bruegel
He now has extraordinarily favourable conditions for accelerating his economic policies…This, on the other hand, means that the premier has no room for any excuse for a delay or failure of his second and third arrows (fiscal measures and a growth strategy). 

Japan’s lessons for Chinaalphaville / FT
While timing is difficult to predict, it does seem very hard to argue that the economic model can continue along with the social, political and legal status quo, all while maintaining recent high rates of growth.

Fighting the taper in Chinaalphaville / FT
China is leaking. It’s probably America’s fault. China is, after all, the the most exposed to the quantity effect of liquidity withdrawal due to QE tapering and may have the most difficulty dealing with it.