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Monday, July 29

29th Jul - US Close




Previously on MoreLiver’s:

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Roundups & Commentary
Markets – Between The Hedges
The Closer – alphaville / FT
US: Stocks Stumble Most In A Month – ZH


EUROPE
European Earnings: Bad And Getting Worse, As Majority Of Companies Miss EPSZH

ECB Officials Want Central Bank to Publish MinutesWSJ

ECB Preview: Transparency on the agendaDanske Bank (pdf)

Cyprus 37.5% Depositor Haircut Upgraded To 47.5% Brazilian WaxZH

Bank of Italy Quietly Scouring Top Banks’ Balance SheetsWSJ

UNITED STATES
Goldman’s Three Takeaways From Earnings SeasonWSJ

What Obama wants from his next Fed chairWonkblog / WP

Summers vs. Yellen Scorecard: Who’s Supporting Whom? WSJ
Yellen leads.

Decoding BernankeProject Syndicate

Deposing Bernankealphaville / FT

A comment on Fed Forecasting RecordsCalculated Risk

ASIA
Credit-Crunch in China and All Over Asiato the tick

China Is Going to Be Just Fine, Says Justin LinWSJ
Depressed that the Chinese economy may be starting to meltdown? Anxious that Chinese debt is soaring out of control? Chill out, says Justin Yifu Lin, the World Bank’s chief economist between 2008 and 2012.

OTHER
Key Events And Market Issues In The Coming WeekZH

Mind the central banks but otherwise we’ll see you in Septemberalphaville / FT
The ECB, BOE and Fed all meet this week, though expectations vary about what will emerge from each:

Guide to the Markets J.P. Morgan