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Wednesday, November 14

14th Nov - US Open



Now this is a sight for sore eyes.


Previously on MoreLiver’s:

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Roundups & Commentary
US Opening News And Market Re-Cap – Ransquawk / ZH
Frontrunning – ZH
Overnight Sentiment – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Today’s front pages – presseurop
Daily press summary – Open Europe
  Greece manages a successful short term debt sale to avoid default this week

Morning MarketBeat: Technicals in Focus – WSJ
Broker Note Briefing – WSJ
Four Key DevelopmentsMarc to Market
Greece Needs to go “Dirty Harry” On the TroikaTF Market Advisors

US session ahead
Pre-market Commentary – Marketwatch
Pre-Market Trading – CNNMoney
Pre-Market – NASDAQ
Earnings & Events – The Street
MarketCurrents – Seeking Alpha

Reference
Debt crisis: live – The Telegraph
The Euro Crisis Blog – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank
European 10yr Yields and Spreads – MTS indices
Economic Calendar – Forexpros

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EUROPE
King Says BOE Keeps QE Option Open as Recovery Remains SubduedBB
BoE still open to more QE Nordea
U.K. Jobless Claims Unexpectedly Rise as Labor Market SlowsBB

Massive drop in Euro-area industrial productionNordea

EU budget in disarray after MEPs veto talkseuobserver

Research Euroland: Fact Book FinlandDanske Bank (pdf)

  STRIKES
Anti-austerity strikes sweep EuropeReuters
Anti-austerity strikes launched in Eurozone – The Telegraph
European workers stage austerity protests – BBC
Anti-austerity strikes and protests across Europe – live – The Guardian

UNITED STATES
Yellen Supports Explicit GuidepostsTim Duy’s Fed Watch
Yellen delivers a dovish speech, siding with Evans and Kocherlakota who had previously advocated explicit inflation and unemployment guidelines for policy change.  The Fed is moving in this direction, promising to further lock-in a program of aggressive large scale asset purchases.  But is this the end of the road for policy?

Strategic Briefing: The Revival Of US Energy ProductionThe Capital Spectator

ASIA
Research China: Moderate recovery on stronger domestic demandDanske Bank (pdf)

Memorable moments from China’s CongressThe World / FT

China’s new leaders: leak or bluff?beyondbrics / FT

OTHER
Global housing: big losers and policy winnersalphaville / FT
Goldman: Globally, residential home prices have stabilised since the housing bust of 2007-09. But that statement hides significant variation underneath the global aggregate

Swedish morning briefing – WednesdayNordea (pdf)
or read the summary

Equities performing in-line with change in analysts’ optimismASA


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