Previously on MoreLiver’s:
25-Nov
Weekender: Off-Topic, In Finnish
25-Nov Weekender: World & Markets
24-Nov Weekender: Weekly Support
25-Nov Weekender: World & Markets
24-Nov Weekender: Weekly Support
Roundups &
Commentary
Frontrunning – ZH
Overnight: No Progress Means Lots Of Progress – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Today’s front pages – presseurop
Daily press summary – Open Europe
Morning MarketBeat: No Fear Brings Back Bad Memories –
WSJ
Broker Note Briefing – WSJ
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
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
Economic
Calendar – Forexpros
EUROPE
Completing and Repairing EMU – ECB
Speech by
Vítor Constâncio, Vice-President of the ECB, 26-Nov
2012
Expect to hear a lot more about asset
encumbrance, say SocGen – alphaville
/ FT
Fiscal discipline in the monetary union – voxeu.org
For the
euro to survive, the recession must be halted without piling on more debt. This
column argues that the unpalatable conclusion is that public debts must be
written down. The massive moral hazard problem this will cause must be dealt
with by making sure that public debts will never again be allowed to grow to
unsustainable levels. To this end, decentralised US-style fiscal discipline is
needed.
GREECE
Eurogroup meets for third go at kicking can
down the road – alphaville
/ FT
JPM’s piece.
SPAIN
SocGen’s
note.
Is the
Catalonian election a step towards independence? What would it do to the
eurozone if Spain, one of its most financially
stressed nations, were to break up politically? And which country will
determine the fate of the eurozone for the long term? Indeed does the eurozone
have a long term - and if so what would it look like?
UNITED STATES
ASIA
The decade of Xi Jinping – Gavyn
Davies / FT
OTHER
FX Drivers in the Week Ahead – Marc to
Market
mildly
consolidative tone...There are no assurances that today's meeting will succeed
where the previous two have failed... There is much speculation of which major
country will be next following the recent French downgrade. The UK must be considered a prime
candidate.
New Financial
Forecasts – Optimism partly reinvigorated – Nordea
or read the summary