9th Nov - EU Open

Check my previous post for some views & good links.

 

Previously on MoreLiver’s:

8-Nov US Close

8-Nov US Open

8-Nov EU Open: CB Day

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Roundups

News roundup – Between The Hedges

The 6am Cut London – alphaville / FT

Emerging Markets Headlines – beyondbrics / FT

Reference

TV: Bloomberg, CNBC, BBC

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

3 Numbers to Watch: Uni of Michigan Survey, UK Trade & DE CPI – Saxo Bank

I expect another quiet day in markets today. The University of Michigan Confidence survey is expected to move little, while German CPI is also likely to stay at 2 percent. Meanwhile, the UK trade balance is forecast to recover ever so slightly. 

Market Preview - German CPI and US consumer sentiment eyed – Saxo Bank

European markets are expected to open mostly higher Friday. Economic data from China today has surprised investors to the upside. Meanwhile, markets keep an eye on German CPI, French industrial output and US consumer sentiment data due later today. 

Danske Daily – Danske Bank (pdf)

EU and IMF disagree on Greek debt reduction – rescue plan postponed. CBO warns US policy makers about fiscal cliff. Sell-off continues despite stronger-than-expected US data. Market movers today: France industrial production, Sweden industrial production, US: University of Michigan consumer confidence

Aamukatsaus – Nordea (pdf)

Kiinasta lisää rohkaisevaa talousdataa * EKP pysyy odottavalla kannalla – lähipäivinä huomio Kreikassa * EURUSD alimmilleen yli kahteen kuukauteen heikkojen kasvunäkymien myötä 

Aamukatsaus – Tapiola (pdf)
Markkinan suunta:  Osakemarkkinoiden heikko tunnelma jatkui eilen, aamulla julkaistu positiivinen makrodata Kiinasta loivensi markkinoiden laskua. Osakefutuurit lievästi plussalla.  Tapiola Pankin mallisalkuun uudet valinnat 8.11.2012 

Morning Briefing (EU/US): "You know, the nearer your destination...." – BNY Mellon

Gold and the Dow may be flashing some warning signals.

Markkinakalenteri – Nordnet

Markkinakalenteri – Taloussanomat

EUROPE

Missing the Bigger Picture in Greece – Tim Duy’s Fed Watch

Merkel Has A Dream – Testosterone Pit

UNITED STATES

Some positive news for US housing – Sober Look

ASIA

  CHINA

CPI inflation fell to 1.7% yoy in October – ASA

Industrial production growth increased to 9.6% yoy in October – ASA

Fixed asset investments growth picked up in October – ASA

Retail sales increased by 14.5% yoy in October – ASA

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