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Monday, December 3

3rd Dec - US Close



Previously on MoreLiver’s:

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Roundups and Commentary
Markets – Between The Hedges
The Closer – alphaville / FT

The T-Report: Santa Claus is Coming To Town – TF Market Advisors
Roundup: Japanese banks JGB exposure significant – Kiron Sarkar / The Big Picture
Europe: Stocks Start Catch-Down To Credit – ZH
US: Equities End At Low-Of-Day In Catch-Down To Risk – ZH
Morning Briefing (Asia) – BNY Mellon
  Market awaits CB Decisions and US Non-Farm Payrolls, Non-mining sectors continue to feel the pain in Australia

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
ESM bank bailouts will not happen soon, says Schaeubleeuobserver
No bank recapitalisation could take place until the EU's planned banking union is up and running. The move deals a blow to ailing banks hoping for swift capital injections from the ESM.

Leaked bailout deal for Cyprus: €10bn for banksBrussels blog / FT

  GREECE
Papandreou at the top of “Lagarde list”?presseurop
Allegations in the Greek press that the country’s former prime minister, socialist George Papandreou's mother holds the biggest Swiss bank account on the “Lagarde List.” (EUR 550 mio)

Former Greek PM G-Pap's 89 Year Old Mother Said To Have $700 Million In Swiss Bank AccountZH

How Greece’s Buyback Deal WorksWSJ

Greece Saved, but at What Cost?WSJ

Greek Government Bonds Jump 12% Due ToBuyback ZH
Investors frontrunning the Greek government

UNITED STATES
JPM Cuts Q4 GDP Forecast to 1.5%ZH
Also sees iPhone sales contribute 33% of growth upside

A range of views: Where Fed officials stand on numerical policy thresholds, asset purchasesMacroScope / Reuters

ISM Manufacturing
Trying to make sense of diverging US manufacturing indices – Sober Look
Activity Contracts In November – The Capital Spectator
Surprises to the Downside – Bespoke
Press & Data Release – ISM
Plummets To Lowest Print Since July 2009 – ZH
Declines in November to 49.5, Lowest since July 2009 – Calculated Risk

OTHER
Trade Ideas for 2013Global Macro Trading
2012 ideas and what happened to them can be found here.

The Best Performing Assets In November And 2012 YTDZH

GDP Weighted PMI Consistent With Expanding Global EconomyPragCap

IN FINNISH
Ulkoisen ja sisäisen devalvaation vertailua osa II: Miksi ulkoinen devalvaatio nostaa talouden lamasta?tyhmyri

Hei me leikataanAnssi Luoma-Aho / US Puheenvuoro

"Kohti todellista talous- ja rahaliittoa"Sari Essayah / US Puheenvuoro

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