Previously on
MoreLiver’s:
Roundups and
Commentary
News – Between The Hedges
Markets – Between The Hedges
Recap – Global Macro Trading
The Closer – alphaville / FT
Roundup – A View From My Screens
Roundup: BoJ disappoints – so what’s new – Kiron
Sarkar / The Big Picture
Tomorrow’s Tape – WSJ
European Summary: EURUSD Roller-Coaster Continues As
Greek Bonds Slide – ZH
US Summary – ZH
Reference
Debt
crisis: live – The
Telegraph
The Euro
Crisis Blog – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
Economic
Calendar – Forexpros
EUROPE
The Dynamics of Eurozone Disintegration – EconoMonitor
The Euro is
a currency sui generis. A deficiency in the monetary setup of the EZ dooms the
entire Euro endeavor to failure. Ever more monetary and fiscal assistance in
the course of the OMT and the ESM operations is the result of rational
political decision-making. Without fundamental reforms of the EZ institutional
setup, however, these policies will eventually only serve to increase the
probability of an exit from the EZ core.
An Optimistic Case for the Euro – Project
Syndicate
The
prospects for the euro and the eurozone remain uncertain. But recent events at
the European Central Bank, in Germany, and in global financial markets
make it worthwhile to consider a favorable scenario for the common currency’s
future.
The European Council has become the new centre
of political gravity in EU decision-making – europp
/ LSE
Q2 vs Q1: more
euros
UNITED STATES
And The Survey Says: If Obama, Sell Stocks; If
Romney, Sell Bonds –
ZH
HOUSING
Case-Shiller:
House Prices increased 2.0% year-over-year in August – Calculated
Risk
House Price
Comments, Real House Prices, Price-to-Rent Ratio – Calculated
Risk
Is the
Housing Market Better Off Than It Was Four Years Ago? – WSJ
Update:
House Price Seasonality – Calculated
Risk
‘SANDY’
Damage to
the Financial District, as Viewed on Twitter – DealBook
/ NYT
Timescast:
Aftermath of Hurricane Sandy – DealBook
/ NYT
U.S. Companies Delay Results Due to Sandy – Reuters
U.S. Companies Delay Results Due to Sandy – Reuters
NYSE to
Test New Plan; Trading Floor Undamaged by Storm – Reuters
Exchanges
Plan to Resume Trading Wednesday – Advanced
Trading
The East
Coast In Pictures: The Morning After – ZH
As The
Hurricane Damage Tally Begins, Here Is Who Pays – ZH
New York City Tries to Regain Footing After Floods, Fire – BB
OTHER
Has the BOJ loosened policy of its own volition, or
has it revealed susceptibility to government pressure?
IN FINNISH
Finanssivalvonta
tiukkana: Lainakatto pitää määrätä – MTV3
"Lainakatto
aiheuttaisi häiriötilanteen asuntomarkkinoille" – TalSa
Kaikki eivät mahdu
asuntolainakaton alle – euroetana
"Kreikan sairas
systeemi" – Lagarde-listan julkaisija avautui – TalSa