Previously on MoreLiver’s:
Roundups &
Commentary
US Opening
News And Market Re-Cap – Ransquawk / ZH
Frontrunning – ZH
Overnight: All Quiet On The Day After The Day After– ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Today’s front pages – presseurop
Daily press summary – Open Europe
Morning MarketBeat: Bouncing Back Won’t Be Easy – 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
Fiscal deficits in the euro area under the new
forecast – Bruegel
The 2012
Autumn Economic Forecast of the European Commission confirms the Spring
Forecast expectation that several euro area countries, including France, will breach their commitment to
return below a 3 percent deficit in 2013, unless they change their budget plans
or the EU gives them more time to meet their commitment. However, most of these
countries, including France, appear to be taking EU rules
seriously as their structural balance figures have improved since the Spring
Forecast.
Laughable European forecasts – Macro
Business
I am once
again reminded how highly optimistic and misguided economic assumptions have
led, in part, to the situation we now see across Europe.
Fiscal multipliers and growth guesstimates – alphaville
/ FT
…the EC may
be onto an important trend: “The distress in more vulnerable Member States has progressively started to affect
the remainder of the Union.”
Dexia Gets New €5.5 Billion Bailout – DealBook
/ NYT
The new
capital is necessary, they said, because “a certain number of hypotheses
underlying the plan” for the bank’s orderly resolution have been revised
Sareb is ‘incrementally negative for Spain and its banking
sector’ – alphaville
/ FT
Some more details about Spain’s bad bank are filtering through, mainly on how it might function in practice. And analysts are finding that the more they find out, the more concerns they have.
Some more details about Spain’s bad bank are filtering through, mainly on how it might function in practice. And analysts are finding that the more they find out, the more concerns they have.
ASIA
Standard
Chartered’s increasingly bullish China team are arguing that fears of an
aggressive deleveraging process are wide of the mark. If they’re right
(implicit Chinese data opacity warning there), it’s a reason for some short
term cheer but longer term worry
OTHER
US election – Now what? * China – Dr Copper´s
confusing diagnosis * Sweden – All
eyes on Friday´s production data
EMEA Weekly, Week 46 – Danske
Bank (pdf)