Roundups &
Commentary
Frontrunning – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Today’s front pages – presseurop
Daily press summary – Open Europe
Morning MarketBeat: Special Dividends Already Boosting
Stocks – WSJ
Broker Note Briefing – WSJ
Roundup: Dollar Stabilizes, but Remains Fragile – Marc
to Market
The T-Report: Lord Cliffdemort – TF
Market Advisors
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
Serial Government Defaults In The Eurozone – Testosterone
Pit
ESM issues bonds for the recapitalisation of
the Spanish banking sector – Alea
We expect
the Bank of England to remain on hold at Thursday’s Monetary Policy Committee
(MPC) meeting. We think the BoE will stay in wait-and-see mode in the near
future. As consensus is almost unanimous on unchanged policy, we expect a muted
market reaction following the MPC decision.
David Cameron set to offer in-out EU vote – presseurop
UK Prime
Minister “David Cameron is ready to give voters the chance of rejecting Britain’s membership of the European Union
in a landmark referendum,” reports The Times.
OTHER
Nordea Risk Perception Index – Nordea
(pdf)
Market
reactions on balance indicating improved sentiment – especially out of Europe *
Nordea Risk Perception Index has thus softened further – particularly driven by
EM, Credit and Rates * Low-for-even-longer view may pressure vols further until
year end * However, investors may be more cautious due to plenty of event risk
* Continue applying vol markets either to benefit from underlying markets being
range bound and/or to obtain protection against downside risks.
IN FINNISH
Kallista pankki- ja
vaalitukea Saksaan – sinä maksat – Jan
Hurri / TalSa
Saksa on sittenkin valmis antamaan anteeksi Kreikan
tukiluottoja – mutta vasta sitten, kun maan oma "vaalisykli" sallii
ja "omat" pankit ovat kuivilla. Saksa haluaa saada omansa pois ennen
Kreikka-lainojen leikkauksia. Temppu onnistuu, kunhan Suomi ja muut euromaat
jatkavat kiltisti maksamista.
Amerikkalaisguru
Helsingissä: "Euromaiden vajeet yhteiseen piikkiin" – TE
SAK:n Huutola
varoittaa hallitusta puuttumasta eläkkeisiin – HS