Previously on MoreLiver’s:
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
3 Numbers to Watch: EU jobless, DE Ind. Orders,
US NFIB Index – TradingFloor
Today's
November release for Eurozone unemployment will likely offer another grim
reading on joblessness, while new factory orders for Germany and small business optimism in the US will colour the rest of the day's
economic news.
Market Preview: EU unemployment and consumer
confidence data eyed –
TradingFloor
European
markets are expected to open mixed Tuesday. Markets are keeping an eye on the
Eurozone unemployment rate and consumer confidence data due later today. Additionally,
the Merkel-Samaras meeting in Berlin is expected to garner market
attention.
It has been
a calm session with no market moving news or releases. Ireland takes another step towards
regaining full market access. Focus today on German factory orders, euro area
retail sales and the US NFIB small business survey.
Aamukatsaus – Nordea (pdf)
Euroalueen sijoittajien luottamus koheni kohisten * Odotettavissa
parempaa: Euroalueen talouselämän luottamus ja vähittäiskauppa * EURUSD aloitti
viikon nousussa
Aamukatsaus – Tapiola
(pdf)
Osakemarkkinoilla hengähdystauko vuoden vaihteen jälkeisen
nousun jälkeen. Japanin valtionvarainministeri ilmoitti, että Japani aikoo
ostaa EVM:n liikkeellelaskemia velkakirjoja. Tänään Euroopasta makrolukuja
(Euroopan talousluottamus sekä Saksan tehdastilaukset), mutta markkinoiden fokus
on torstain EKP:n kommenteissa. Osakefutuurit nyt aamulla miinuksella,
indikoiden laskuavausta.
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
EUROPE
UNITED STATES
The Three Key Charts Before The Launch Of
Earnings Season – ZH
The Debt Limit: Not A Credible Way to Control
Spending – CFR
The debt
limit is expected to become binding (i.e., extraordinary measures will become
exhausted) between February 15 and March 1. The limit needs to be raised by
$1.1 trillion to get through 2013 and by $2.1 trillion by the end of 2014.
ASIA
Hello 2013: Michael Pettis, Chinese banking in
2013 – beyondbrics
/ FT
Beijing’s new leaders have clearly signaled their
intention to rebalance China’s economy away from investment and
towards more consumption, but this won’t be easy.
OTHER
Exclusive interview with Felix Zulauf – FusionMarketSite
BASEL DELAY
The fear of overregulation frightening the
regulators themselves
– Nordea