(1) The global credit crunch scenario. (2) Unintended consequence: Might ECB’s LTRO stop bank lending? (3) Tier 1 capital is coming with tears. (4) Does stress-test survivor UniCredit need more capital than it is worth? (5) The SEC wants US banks to disclose more on their exposure to European banks. (6) Central banks aren’t done pumping liquidity. (7) China’s inflation eases a bit so PBoC can ease some more. (8) Rising tensions in Iran and Nigeria good for oil. (9) Industry analysts are relaxed. (10) Market weighting Semiconductors.
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