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Monday, September 2

2nd Sep - US "open": German elections



Previously on MoreLiver’s:

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Roundups & Commentary
Frontrunning – ZH
Overnight: Equity Futures Storm Out Of The Gate, Trade At Session Highs – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
EU daily news – Europa
Daily press summary – Open Europe
  Merkel challenged on pace of her austerity policies in eurozone; No clear winner in Merkel-Steinbrück TV debate ahead of German election


EUROPE
European August PMI Hits 26 Month High Despite 19th Straight Month Of Accelerating Manufacturing Job LossesZH

  GERMAN ELECTIONS
German election update: Merkel defends her leadNordea
German elections to set EU agenda in coming monthseuobserver
2013 German Elections : ‘Dead heat’Presseurop
2013 German Elections : ‘Merkel-Steinbrück, a Greek debate’Presseurop
[audio] BizDaily: Germany's electionsBBC (mp3)
Why domestic issues will dominate the German election in three weeks time rather than the big international challenges the country faces.

  ECB
Outright Monetary Transactions, one year onECB
Speech by Benoît Cœuré, Member of the Executive Board of the ECB, at the conference “The ECB and its OMT programme”, organised by Centre for Economic Policy Research, German Institute for Economic Research and KfW Bankengruppe Berlin, 2 September 2013

Peripherally, yoursalphaville / FT
The eurozone is straggling to recovery, though apparently in spite of the ECB failing to shore up money growth

ECB Preview: Clear easing bias likely to remain in placeNordea

ASIA
Australia, you don't know how good you've got itThe Sydney Morning Herald
Joseph Stiglitz: For an American, Australia's anxiety about deficit and debt is a little amusing. Australia's budget deficit is less than half that of the US and its net debt is less than an eighth of the country's gross domestic product. Most countries would envy Australia's economy.

BOJ Beat: Board Mulls Upgrading Economic AssessmentWSJ
The central bank's policy board will likely debate whether to upgrade its economic assessment and formerly announce a recovery is underway when it meets this week.

Asia PMIs: just one positivebeyondbrics / FT
A quick look at the Asia PMI scorecard shows just one bright spot among several less encouraging numbers, but it’s the one that counts: China.

OTHER
Déjà vu: emerging markets and 1997 Long Short / FT

Emerging Market Economic Policy Is HardWSJ

FINNISH
Katainen: Keskustelu tukipaketeista saastuttanut koko Eurooppa-teemanHS

Professori MOT:lle: Bilderberg oli luomassa euroaTalSa
Ylen tämänpäiväinen MOT-dokumentti käsittelee vuosittain suljettujen ovien takana kokoontuvaa Bilderberg-ryhmää. Ryhmää tutkineen professorin mukaan Bilderbergillä on ollut roolinsa euron synnyssä.

Handelsbanken laski Suomen kasvuennustettaTalSa