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Thursday, November 29

29th Nov - EU Open




Previously on MoreLiver’s:

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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
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank
European 10yr Yields and Spreads – MTS indices
Economic Calendar – Forexpros

MORNING BRIEFINGS
Morning Briefing (Asia): Dow On A Rollercoaster RideBNY Mellon
Time for a quick Q&A on the state of play with the Greek bailout talks.

3 Numbers To Watch: DE Unemployment, US GDP, US Jobless ClaimsSaxo Bank
Germany's unemployment report will tell us if Europe's recession is border jumping, while revised GDP data and last week's jobless claims update will sharpen the market's view on the US economy's health as the risk from the fiscal cliff draws closer.



Market Preview: German unemployment and US GDP data eyedSaxo Bank
Market optimism that US lawmakers will reach an agreement to avert the US fiscal cliff is expected to lead European markets to open stronger Thursday. Meanwhile, investors await German unemployment and US GDP data due later today.

Danske DailyDanske Bank (pdf)
Fiscal cliff concerns ease as Republican House speaker says  ‘this crisis’ can be averted. Eurozone peripheral debt markets continue to perform strongly despite fiscal cliff concerns in other markets.

AamukatsausNordea (pdf)
USA:n talouskasvu jatkunut maltillisena * Brasiliassa koronlaskujakso loppui * Pelot USA:n finanssipolitiikan kiristymisestä tukivat turvasatamia

AamukatsausTapiola (pdf)


Osakemarkkina nousuun, kun ensin USA:n poliitikot antoivat optimistisia kommentteja budjettikiistasta (ns. Fiscal cliff –uhka). FED:n Beige Bookin näkymät indikoivat lisäelvytystä 2012 päättyvän ”Twistin” jälkeen. Kreikka -sopu osoittautumassa EUR 44mrd + EUR 14mrd -suuruiseksi. Ranskan presidentti Hollande uhkaa ArcelorMittalia tehtaan sosialisoimisella valtiolle. Osakefutuurit plussalla, indikoiden nousuavausta.


MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat


EUROPE
Greece prepares bond buyback, but there is always plan "B"Sober Look

Europe's Good, Bad, And Ugly ChartsZH

UNITED STATES
Thursday: Q3 GDP, Unemployment claims, Pending Home SalesCalculated Risk

BofAML: Cliff Note: Stuck At Square OneZH

Hump-Day Humor: 4 Fun Facts On 2012/2013 EarningsZH

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