1st Feb - US Open

Previously on MoreLiver’s:

1-Feb EU Open

31-Jan US Close

31-Jan US Open: EURUSD a 'sell'? and Spanish Sofas

Roundups & Commentary

Frontrunning – ZH

Overnight: PMI, LTRO, USDJPY And EURUSD – ZH

The Lunch Wrap – alphaville / FT

Emerging N.Y. headlines – beyondbrics / FT

Daily press summary – Open Europe

  Dutch PM: Countries should be allowed to opt out of euro, Schengen and the EU

Morning MarketBeat: Stock Rally Faces Jobs Report – WSJ

Broker Note Briefing – WSJ

Drivers Tighten Grip – Marc to Market

EUROPE

The Euro: Raging Bull – WSJ

We could be at the point where all this starts to have serious implications for monetary policy, particularly if the rally keeps going at this kind of pace.

Euro zone inflation nears ECB goal, record joblessness – Reuters

Euro zone inflation fell to a two-year low in January as companies cut prices at a time of record joblessness, potentially giving the European Central Bank more scope to lower interest rates later this year.

Worst may be over for euro zone factories: PMI – Reuters

Euro zone factories had their best month in nearly a year during January as burgeoning German output offered support amid signs the worst may be over for the troubled currency bloc, a survey showed on Friday.

ECB actions bring down periphery firms' borrowing costs – Reuters

The large difference in interest rates charged to firms across the euro zone narrowed slightly in December, providing further evidence that European Central Bank actions are easing financial market fragmentation.

Finland: Trade balance in surplus – Nordea (pdf)

The volume of Finnish goods exports de-creased 2 per cent and goods imports close to 12 per cent in November from the year earlier.

UNITED STATES

January Employment Report Preview – A Dash of Insight

ASIA

China: Mixed PMIs still suggest that growth is picking up – Danske Bank (pdf)

What to make of the contradictory China manufacturing PMIs – alphaville / FT

OTHER

Weekly Credit Update– Danske Bank (pdf)