Previously on MoreLiver’s:
Roundups &
Commentary
Markets – Between
The Hedges
Recap – Global
Macro Trading
Daily Risk Monitor – Global Macro Monitor
The Closer – alphaville / FT
US: BTFATH Is Back; Nasdaq At 13-Year Highs, 10Y Nears 3.00% – ZH
EUROPE
ECB’s Maligned SMP Bond Plan More Effective
Than Fed Purchases, Paper Says
– WSJ
Euro Area Can Make Progress—Even Without an
Unlimited Fiscal Backstop – PIIE
UNITED STATES
The market for US
Treasury securities is one of the world’s largest and most active debt markets,
providing investors with a secure stock of value, while helping to lower America’s debt-servicing costs. But the recent dumping
of long-term US debt by foreign investors heralds the end of an era of cheap financing
for the US.
Alcoa, Hewlett, BofA Out; Replaced With
Goldman, Nike And Visa
Dow Jones To Kick Out
Losers From Index: – ZH
The New Dow Stocks, in
Three Charts – WSJ
With Alcoa Out, Dow
Gets a New Earnings Pacesetter – WSJ
The Dow Through the
Years – WSJ
The Dow Jones
industrial average is ridiculous – Wonkblog
/ WP
Dow Shakeup Won’t
Leave Big Trading Footprint – WSJ
‘Dogs of the Dow’
Loses a Dog – WSJ
FINANCIAL CRISIS FIVE YEARS
Where’s the next Lehman? – The
Economist
Five years after the
maelstrom of September 2008, global finance is safer. But still not safe enough
Schools brief: The origins of the financial
crisis – The
Economist
Wessel Financial Crisis Q&A Highlights:
Surprises, Advice and a Good Joke – WSJ
What Might Have Been, and the Fall of Lehman – DealBook
/ NYT
Banks Seen at Risk Five Years After Lehman
Collapse – BB
Why Didn't Anyone at Lehman Get Pinched? – View
/ BB
Remembering Lehman, CDOs and securitization – Long
Short / FT
Banks Seen at Risk Five Years After Lehman
Collapse – BB
OTHER
The Global Financial Safety Net Needs Better
Tools to Cope with Future Crises – PIIE
The prospect that the
Federal Reserve will soon ease off on its purchases of long-term assets has
increased financial-market uncertainty and contributed to a retrenchment in
global capital flows. This turbulence has revived discussion of the need to
enhance the global financial safety net
Flow Update: What Have the Japanese Been Buying
and Are Investors Returning to Emerging Markets – Marc
to Market
A Survey of Leading Economics Bloggers – Hudson
Institute (pdf)
EM debt volumes highest since May – beyondbrics
/ FT
Emerging markets have
rushed to issue debt to take advantage of a window of opportunity opened up by
speculation that the US Federal Reserve could delay its plans to scale back
monetary stimulus,
FINNISH
Persuntorjunnasta
pysähtyneisyyden aikaan – Hannu
Visti
Katainen:
Kansanryhmää vastaan kiihottaminen rangaistavaa – Verkkouutiset