Previously on MoreLiver’s:
Roundups
News
roundup – Between
The Hedges
The 6am Cut
London – alphaville
/ FT
Emerging
Markets Headlines – beyondbrics
/ FT
MORNING BRIEFINGS
The Ifo reading on business sentiment in Germany is expected
to improve, while the initial Q4 estimate of UK GDP
will probably show a modest decline. New home sales in the US, by contrast, are
projected to climb to the highest level since early 2010.
European
markets are expected to open weak on Friday. Markets are keeping an eye on UK GDP data which is likely to show a
contraction in the fourth quarter. Also, the German Ifo survey and US new home
sales data are expected to get market interest.
Danske Daily – Danske
Bank (pdf)
Japanese stocks
are higher and the yen weaker after low CPI. Asian markets are generally showing gains –
China underperforms. Danish central bank hikes by 10bp following interventions
to support the krone. Focus today is on the ECB announcement of the first 3Y
LTRO repayments.
Aamukatsaus –
Nordea (pdf)
Aamukatsaus – Tapiola
(pdf)
S&P indeksi kävi yli 1500 pisteen, mutta jäi
edellispäivän tasolle.
Euroalueen ostopäällikköindeksit odotuksia vahvemmat, mutta
Ranskan heikkous huolettaa.
Tänään klo 11.00 tärkeä Saksan IFO-indeksi antaa suuntaa
markkinoille. Nokia päätyi kuitenkin laskuun Lumian painamana (hyvästä
kassatilanteesta huolimatta). Ixonoksen kuponkia myydään aggressiivisesti,
osake seuraa kohta perässä. Wärtsilan 4Q12 odotusten mukainen
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
ASIA
OTHER
Risk appetite hits
new highs – Sober
Look
EMEA Weekly, Week 5 – Danske
Bank (pdf)