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 – Kiron
Sarkar / The Big Picture
The T
Report: Choking on Debt – TF
Market Advisors
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 finance
ministers of France and Germany on Tuesday strongly denied there
were any friction about how the Socialist government in Paris is tackling the country's economic
problems.
UNITED STATES
Is there a problem? – Free
exchange / The Economist
Breakeven
rates – i.e. expectations of future inflation – have fallen again. Market is
pricing in low but significant risks of a fiscal cliff.
Fiscal Cliff Presentation – BI
Basel III implementation delayed in the US; called "the
same complicated system for judging risk that failed in Basel II but with more
complexity" – Sober
Look
STOCK
MARKET
Q3/Q4 Earnings Beats & Misses S&P500 – The
Big Picture
Fourth-Quarter Earnings the Next Concern – MarketBeat
/ WSJ
Bob Janjuah Waves Goodbye To The Greater Fool – ZH
Sector Relative Strength – Bespoke
OTHER
A slightly
different take on the BOJ’s “susceptibility to pressure”
Daily Quickie – HistorySquared
Link
Between Banking Crises and Sovereign Debt Crises; U.S. Rents Surging; China Impact Limited
Country Stock Market Performance QTD, YTD; US
Struggling in Q4 – Bespoke
Central Bank Insurance – John
Mauldin / The Big Picture
Q2 Total Gross Notional Derivatives
Outstanding: $639 Trillion – ZH