US OPEN
Roundups &
Commentary
Frontrunning – ZH
Overnight: Sentiment Dampened On Resurgent Berlusconi
– ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics / FT
Daily press summary – Open
Europe
Morning MarketBeat: Earnings Nothing to Celebrate – WSJ
Broker Note Briefing – WSJ
Nervous Market: Key Developments – Marc
to Market
Morning
Briefing (EU/US) – BNY
Mellon
Putting the Italian general election in
context
EUROPE
Analysis: Euro overshoot will rekindle
bloc-wide tensions –
Reuters
If the euro
zone loses the global 'currency war', the price will be paid in growth and jobs
and fresh tensions about the future of the bloc.
Where's your positive contagion now, Mr Draghi? – The
Telegraph
The Bárcenas scandal: “untrue — except for some
things” – alphaville
/ FT
El Pais,
which has been reporting on the allegations for several days, has handed over
the “secret papers” on which the claims centre to prosecutors, and Luis
Bárcenas, the PP’s former treasurer at the heart of the claims, is today
talking with prosecutors. JP Morgan’s Alex White has weighed in on the possible
outcomes, based on the accusations made so far.
Briefing: Agreement to cut the EU budget faces
significant obstacles this week – Open
Europe
“We see a
35% probability of a deal this week. If Italy and France keep on insisting on more cash to
achieve short-term political gains, the talks will fall.”
ASIA
A gesture, at least, towards Chinese
redistribution and rebalancing – alphaville
/ FT
After eight
years and much delay, China’s State Council has released its
plan for addressing income inequality.