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
Updates on Germany's jobless rate and monetary data
for the EMU will bring mixed news, while a decent gain for the US ADP December payrolls report is widely
expected.
Market Preview: German unemployment and US
jobless claims eyed
– Saxo
Bank
European
markets are expected to open mostly firmer Thursday. Both the IMF and Moody's
have expressed reservation about the recent US fiscal cliff deal. Meanwhile,
markets await German unemployment and US jobless claims data slated later today.
Some first
signs that the risk rally fuelled by averting the fiscal cliff is losing steam.
Sell-off in the long end of US Treasuries but followed by a drop in EUR/USD and
less cheer in Asian equities overnight.
Scandi-heavy
calendar today with notably Danish FX reserves released but also watch out for
the Swiss KOF and FOMC December minutes.
Aamukatsaus –
Nordea (pdf)
Aamukatsaus – Tapiola
(pdf)
Osakemarkkinoilla eilen huikea nousupäivä, kun USA:n
budjettikiistan osittainen ratkaisu innosti sijoittajia lisäämään riskiä. Teollisuuden
ostopäällikköindeksit pehmeitä euroalueella vs. odotuksia paremmat USA:ssa. Tänään
ADP-työttömyysraportti, joka indikoi
huomista työmarkkinaraporttia. Osakefutuurit
marginaalisesti miinuksella, indikoiden vaisua avausta rallin jälkeen.
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat