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Friday, May 4

4th May - Morning Briefings

Here are the regular morning briefings plus some extras. This post will be updated when the articles are published. Please see last night’s Portugal & Spain to parity? for my thoughts and the usual huge linkfest. You can get update notifications by following ‘MoreLiver’ on Twitter or Facebook. Contact me with any questions or suggestions.
News roundup – Between The Hedges
News roundup – The Trader
Emerging London Headlines – beyondbrics / FT
The 6am Cut London – alphaville / FT
Press digests by Reuters: FT, WSJ, NYT


Danske DailyDanske Bank (pdf)
Slightly negative risk sentiment on the back of disappointing non-manufacturing ISM and chain store sales in the US. ECB press briefing does not suggest interest rate cut is imminent. Downside risk on today’s non-farm payroll data in the US

Morning Briefing: The NOK - Taken for GrantedBNYMellon
As impressive as the NOK’s credentials are, it lacks the one that may count if renewed crisis is indeed brewing to the south

Market Preview: Caution ahead of US NFPs – Saxo Bank
European markets are likely to open in the red Friday following the overnight US lead. But it's likely to be a cautious start ahead of key services PMI data across Europe, US non-farm payrolls and this weekend's French and Greek elections.

Debt crisis: live – The Telegraph
Europe Crisis Tracker – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank