Roundups and
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
The Closer – alphaville
/ FT
Roundup – A
View From My Screens
*Roundup – Kiron
Sarkar / The Big Picture
Tomorrow’s Tape: Fed meeting begins – WSJ
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
A Pessimistic Note on the Euro – Paolo
Manasse
Banking union: The German way or no way – euobserver
Great Graphic: Shifting Trade Patterns will
Reduce Target2 Imbalances – Marc
to Market
ITALY
Chart of the Day:
Italian Bond Yields Jump – WSJ
Italian political curveball – MacroScope
/ Reuters
Monti refuses to be Berlusconi’s scapegoat – La
Stampa / presseurop
The
resignation of Italy's Prime Minister, announced on
December 7, has caused some concern in Italy and abroad. But in the face of
Silvio Berlusconi's attempt to exploit social unrest, what other path was open
to a technocratic government that has made such an effort to rehabilitate the
country?
Monti decision to go rattles markets – FT
Next Act in Italian Drama: Exit Monti the
Technocrat, Enter Monti the Politician? – NYT
‘Puppet Master’ Monti Turns Off the Stage
Lights – WSJ
Berlusconi’s back, but the Eurozone crisis
isn’t – Wonkblog
/ WP
Chart Of The Day: Italian Political Polls – ZH
UNITED STATES
Goldman's Top Economist And His Big Call For
The US Economy – BI
FISCAL
CLIFF
Wonkbook: A critical week for fiscal cliff
negotiations – Wonkblog
/ WP
Where things really stand in the fiscal cliff
negotiations – Wonkblog
/ WP
CONSUMER
Modest Job Growth, Less Take-Home Pay Is Recipe
for Depressed Consumer – WSJ
Wobbly Consumers? – Tim
Duy’s Fed Watch
Consumer Spending Wobbles – WSJ
Job
Worries, 'Fiscal Cliff' Uncertainty Threaten a Key Engine for U.S. Economy
OTHER
Daily Quickie – HistorySquared
Federal
Reserve hides risk, not eliminates; bubbles in corporate bonds, Australia, Brazil, Canada, China
Crisis Year 7 - The Japanization Of Credit – ZH
Stress Indicators: Monetary conditions remain
easy – Saxo
Bank