Previously on MoreLiver’s:
7-Dec US Close Payroll monster
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
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices
Economic
Calendar – Forexpros
MORNING BRIEFINGS
Reports on
exports and industrial production for the Eurozone's 3 largest economies aren't
likely to bring much cheer. Italy's industrial output didn't fall as
steeply as in France's in September, but the sector will
probably shrink in October.
Market Preview: Focus on Eurozone Sentix
Investor Confidence
– Saxo
Bank
European
markets are expected to open firmer Monday. In a recent development, the
Italian Prime Minister, Mario Monti, has offered to resign. Traders keep an eye
on Eurozone Sentix investor confidence and German trade balance data due today.
Friday’s
strong US payrolls lift sentiment and USD. Strong
Chinese November data but weak exports weigh. Speculation on ECB rate cuts
continues. Focus today on who will succeed Monti as Italy’s prime minister, Scandi releases.
Aamukatsaus – Nordea (pdf)
Kiina talouden käänne vankistuu * Kreikan
takaisinosto-ohjelma näyttää onnistuvan * Vahvoille työllisyysluvuille jatkoa
USA:ssa
Aamukatsaus – Tapiola
(pdf)
Perjantain odotettua parempi työmarkkinaraportti USA:sta,
päätti osakemarkkinan viikon lopuksi nousuun. Viikonlopun aikana julkaistu data
Kiinasta odotuksia hieman vahvempaa, viennin veto pysyi kuitenkin edelleen
heikkona.
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
EUROPE
The European Banking Union Negotiations –
Supervision – Place
du Luxembourg
Thinking about the austerity trap – Fistful
of Euros
502: French conservatives temporarily
unavailable – Fistful
of Euros
Greek Debt Buyback Participation Still Short Of
Target After Deadline
– ZH
ITALY
What the resignation of Club Med mastermind
Monti means for EUR
– Saxo
Bank
Monti Plans to Resign as Berlusconi Seeks
Return to Power – BB
UNITED STATES
FOMC Projections Preview – Calculated
Risk
Labor Force Participation Rate Update – Calculated
Risk
CHINA
Retail
sales rose 14.9% yoy in November – ASA
Industrial
production growth increased to 10.1% yoy in November – ASA
CPI inflation rose to 2.0% yoy in November – ASA
Fixed asset
investment growth at 20.7% yoy for Jan-Nov – ASA
OTHER
Market View: Currency Market Positioning – The
Short Side of the Long
FX Comment: Fed-up? – Nordea
Bank
Key tests of market
psychology – Humble
Student