Roundups
News
roundup – Between
The Hedges
The 6am Cut
London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Reference
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
MORNING BRIEFINGS
A
fundamental force behind the EUR’s past performance is in a state of flux
There's
plenty of economic data releases to sift through today. CPI in the UK is forecast to slow its pace of
increase. The latest ZEW survey should show a slight improvement in Germany's growth outlook, while US industrial production may to
rebound.
The minutes
of the last RBA meeting were the highlight of an otherwise barren Asian data slate. They
were expected to be dovish,and if anything, the tone was slightly more
gloomy/dovish than had been expected. AUD reacted lower briefly but recovered
Market Preview: German ZEW Survey eyed – Saxo
Bank
European
markets are expected to open higher Tuesday as investor sentiment remains
upbeat following strong US corporate results and retail sales
data. Investors are watching a German ZEW survey and US industrial production
data due later today.
Danske Daily – Danske
Bank (pdf)
Positive
risk sentiment on the back of strong US retail sales data yesterday – stock
markets are
higher but US bond yields only marginally higher. Spain is prepared to ask for ESM
assistance but this is unlikely to happen in connection with the EU summit. Deal
between Greece and Troika also unlikely to be
closed before EU summit.
Aamukatsaus – Nordea
(pdf)
USA:n vähittäismyynti valaa uskoa kuluttajiin * Neuvottelut
Kreikassa venyvät huippukokouksen yli * Kreikka tuki riskinottotunnelmaa
korkomarkkinoilla
Aamukatsaus – Tapiola
(pdf)
Positiivisena jatkunut USA:n makrodata jaksoi kääntää
tuloskautta arkailevan markkinan nousuun.
USA:n vähittäismyynnin kasvuluvut kääntymässä jälleen
nousuun. Osakefutuurit nyt aamulla selvästi plussalla, indikoiden nousuavausta.
Tänään kalenterissa paljon makrodataa niin Euroopasta kuin USA:sta sekä muutama
tärkeä 3Q12 tulos USA:ssa.
Morning Briefing (EU/US): All we are saying – BNY
Mellon
Ireland’s export-led resilience can only
absorb so much pressure
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
Reference
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices