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Thursday, November 29

29th Nov - US Open: Eerie Ireland



Ireland studies the Greek bailout for ideas on how to exit its own bailout-hell. ECB is happy as it does not need to publish details of how Goldman Sachs helped Greece to hide its debt in order to get the euro membership. Happy times.


Previously on MoreLiver’s:

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Roundups & Commentary
Frontrunning – ZH
Overnight: A Market Only A Mother Could Love – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Today’s front pages – presseurop
Daily press summary – Open Europe

Morning MarketBeat: Stock Rally Faces Technical Obstacle – WSJ
Broker Note Briefing – WSJ
Mr Market Feeling Better  Marc to Market
The T-Report: You Look Great in Blue, Buy This Pink Dress – TF 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


EUROPE
Ireland to study new Greek deal for bailout benefits Reuters
Ireland will scour the euro zone's new Greek aid deal for anything that would help Dublin's efforts to pull free from its own EU/IMF bailout as scheduled next year, Finance Minister Michael Noonan said on Thursday.

Cyprus says euro ministers could decide on aid in DecemberReuters
Cyprus could agree a bailout deal with euro zone finance ministers by mid-December and get a first tranche of funds to shore up its banks by the end of January, its finance minister said on Thursday.

It was foreseeable that Europe’s economic recovery would be delayed, however the lesson does not seem to have been learned by European governmentseuropp / LSE

ECB Wins Ruling to Deny Access to Secret Greek Swap FilesBB

Goldman Wins Again As European Union Court Rules To Keep ECB Involvement In Greek Debt Fudging A SecretZH

Swedish retail sales dropsNordea
Swedish Q3 GDP: Domestic demand weakeningNordea

UNITED STATES
How cheap are stocks? (Two views)Humble Student

ASIA
China’s over-investment problemalphaville / FT
A new IMF working paper lays out what many China sceptics have been saying for years: the country has too much investment, and households are bearing the costs.

OTHER
Morning Briefing (EU/US): Yuan To Be Starting Something?BNY Mellon
Is China thinking of a shift in currency policy?

The death of volatility?alphaville / FT
Central bank puts have done a great job of removing tail risks…In FX, the move in volatility has been notable:

Economic Outlook Global – Here comes the sunNordea (pdf)
or read the summary