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Wednesday, September 4

4th Sep - US Open

Previously on MoreLiver’s:

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Roundups & Commentary
Frontrunning – ZH
Overnight: It's A Syria's Market – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
EU daily news – Europa
Daily press summary – Open Europe
  Open Europe poll suggests next German government will have limited room for manoeuvre in eurozone crisis; Persson: On Europe, Germany is having its cake and eating it

Morning MoneyBeat: How Stocks React to Heightened Geopolitical Risk – WSJ
Morning Bond Update – TradingFloor
Dollar Softens, Aussie Extends Recovery – Marc to Market

EU Banking Union: Right idea, poor executionDB Research

The Riksbank is wrong about household
The Riksbank maintains high policy rates since it fears that a lower rate would increase the household-debt ratio. This column argues that a higher rate in fact leads to a higher debt ratio, not a lower one. The higher rate reduces nominal housing prices and new mortgages, but since the new mortgages are such a small share of total mortgages, the total nominal debt falls very slowly. Yet nominal GDP falls much faster, so the debt-to-GDP ratio rises.

July 2013 retail trade up by 0.1% in euro area – Europa
Q2 2013 Euro area GDP up by 0.3% and EU27 up by 0.4% - Europa

Avoiding Mistakes of the Great ModerationWSJ
The debate has shifted from not repeating the mistakes of the Great Depression to not repeating the mistakes of the Great Moderation.

Forward Markets: Macro Strategy September ReviewThe Big Picture

Great Graphic: Emerging Market Currencies and Local Currency DebtMarc to Market

Commodities MonthlyDanske Bank (pdf)
Tug of war: demand recovery vs USD strength

Rahoitusmarkkinat – TilastokatsausSuomen Pankki

Autojen satelliittivalvonnalla tahtoo rahastaa salaperäinen suomalainen Panda-ryhmäTE

Työeläkerahastoille vertailuindeksi?Akateeminen talousblogi