Previously on MoreLiver’s:
Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
The Closer – alphaville / FT
U.S. Sector ETF
Performance – Global
Macro Monitor
US: Hard-Assets Surge As Equity Bulls Purge – ZH
EUROPE
Banks still eurozone's weak link, OECD warns – euobserver
The date is set for
the troika inspectors to pay a visit to Portugal.
A Complete Guide to European Bail-Out
Facilities – Part 1: ECB – bawerk.net
Europe’s
Destructive Creation: Why the Euro’s Biggest Problem is the Flawed Crisis
Narrative – EconoMonitor
William Oman,
Economist for Western
Europe and Finance
& Banking at RGE, argues that a flawed narrative holds back more than just
the euro crisis debate. - See more at:
Europe
should reject Jürgen Habermas’ vision of a federal European state and instead
create an enduring association between sovereign nations – Europp
/ LSE
Barroso’s succession battle has already begun – Presseurop
/ Adevarul
Who will be president
of the European Commission after the May 2014 elections? Names are already
circulating in the main political camps. But the campaign is long and we must
wait until after the German elections to understand the balance of power in the
EU.
The proposed changes
to Italy’s constitution may galvanise an anti-reform
bloc, says Tony Barber.
José Barroso President
of the European Commission Address to European Union Heads of
Delegation/Brussels 3 September 2013
UNITED STATES
Summers the Shiftless – Krugman
/ NYT
Five reasons you should be worried about the
economy – Wonkblog
/ WP
Misconceptions About Fed’s Bond Buying – BB
Manufacturing ISM
Increases in August to
55.7 – Calculated
Risk
Rises To 55.7, Beats
Expectations, Highest Since April 2011 – ZH
Increases Again – Bespoke
Mfg. Expands At
Fastest Pace In 2 Years – The
Capital Spectator
A Solid Start to the
Month – Tim
Duy’s Fed Watch