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Friday, November 30

30th Nov - US Close




Previously on MoreLiver’s:

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Roundups and Commentary
Markets – Between The Hedges

Europe: Stocks Start Catch Down To European Credit – ZH
US: The Most Ridiculous Close To An Unimpressive Week – ZH

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
European Rescue Mechanism Loses AAA RatingZH
The ESM loses an Aaa alphaville / FT
Moody’s downgrades the ESM ESM to Aa1 frin Aaa, EFSF to (P)Aa1 from Aaa

No Jingle Bells for Germany’s Shopkeepers?WSJ
German retail sales registered their sharpest decline in almost four years in October, as sales dropped by a real 2.8% on the month, more than reversing September’s 0.5% gain, data from the federal statistics office showed Friday.

UNITED STATES
Q4 GDP is Tracking Very Weak…. – PragCap
Analyst comment roundup

  CONSUMER SPENDING & INCOME
Sandy Impact Is Blowing Around Consumer Outlook – WSJ
Is October's Weak Spending & Income Report Another Victim Of Sandy? – The Capital Spectator
US Consumer Makes, Spends Less In October, Real Income Falls For Third Month – ZH
Real Median Household Income in the 21st Century – The Big Picture

Ugly Chicago PMI Best Captured By Respondent: "The Economy Really Seems To Be Hanging On A Thread"ZH

ASIA
Japan Manufacturing Contracts at Sharpest Rate for 19 Months; New Orders and Output Plunge in JapanMish’s
I suspect within the next couple of years (if not 2013) Japan will resort to the printing press to finance interest on its national debt and the Japanese central bank will start a major currency war with all its trading partners to force down the value of the yen.