The 2012 and 2013 specials have been updated with new material.
Previously on MoreLiver’s:
Roundups &
Commentary
US Opening
News And Market Re-Cap – Ransquawk / ZH
Frontrunning – ZH
Overnight: The Cliff Is Dead, Long Live The Cliff:
Futures Soar – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Today’s front pages – presseurop
Daily press summary – Open Europe
Morning MarketBeat: Cliff Optimism May Be Short-Lived
– WSJ
Broker Note Briefing – WSJ
US Fiscal Cliff Averted, Risk Appetite Increases – Marc
to Market
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
The eurozone will muddle through (again) – The
A-list / FT
At the last
European Council summit of 2012, politicians decided to go ahead with the
banking union while ending their reflections on fiscal union they had initiated
in June, a time of acute market stress. The message: banking union is needed;
the rest is not.
Monti Shifts Into Campaign Gear – The
Euro Crisis / WSJ
UNITED STATES
As for today’s ISM print our models are actually
pointing towards a surprise to the upside. This is the first time we are above
consensus in a macro call for over a year and we question ourselves if this is
the beginning a new trend? Nevertheless, our initial reaction is to position
for long carry in FX.
FISCAL
CLIFF
Fiscal cliff averted but uncertainty remains – Danske
Bank (pdf)
And from the fiscal fudge-osphere – alphaville
/ FT
House vote steps back from "cliff" – Reuters
House Backs Tax Deal as Next Fight Looms – BB
Ten Things You Should Know About the Cliff Deal
(So Far) – View
/ BB
Fiscal cliff averted but still plenty of policy
risks – Nordea
The
last-minute fiscal cliff deal is clearly a relief because it helps the US to steer clear of recession.
However, while the fiscal cliff is now history, we will likely face another
fiscal battle in Washington in just a few weeks’ time, with
potentially negative consequences for confidence.
OTHER
Morning Briefing (EU/US): In the beginning – BNY
Mellon
It's the
start of a new month and year and time to update our risk calendar
Morning Briefing – Nordea
(pdf)
or the summary
Stocks to soar as
world money catches fire, Calvinist Europe left
behind – The
Telegraph
Ambrose Evans-Pritchard: Bears beware. A monetary
revolution is underway.