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Friday, February 22

22nd Feb - EU Open

Previously on MoreLiver’s:

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News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT

3 Numbers to Watch: German IFO, EU econ. forecast, LTRO2 repayTradingFloor
Juhani Huopainen: Policy-guiding economic forecasts from the European Commission, the first repayment opportunity of the second LTRO-allotment and Germany's IFO Sentiment guarantee an interesting end to the week.

Market Preview: Focus on German GDP and Ifo sentiment indicesTradingFloor
European markets are likely to stage a recovery Friday. Markets are keeping an eye on German Ifo sentiment indices which are expected to show an improvement for February. Additionally, the final reading of German fourth quarter GDP will be in focus.

Danske DailyDanske Bank (pdf)
The negative sentiment has continued on concerns about a weakening growth outlook and the outcome of the Italian elections. The Spanish bank Bankia will reveal an annual loss of more than EUR19bn according to the FT. Chinese house prices rose in 60 out of 70 cities from December to January
Market movers today: Second three-year LTRO repayment, German Ifo expectations, European Commission winter 2013 Economic Forecast

AamukatsausNordea (pdf)
Euroalueen elpymiselle takapakkia * USA:n teollisuuden mieliala haparoi * Teollisuusmetalleilla heikko viikko

Aamukatsaus – Tapiola (pdf)


Italian ElectionsGlobal Macro Monitor

Don't Dismiss the Communications Value of QETim Duy’s Fed Watch
Rather than the current nebulous language surrounding asset purchases, the Fed would be better served by communicating a version of the Evan's rule to tie changes in the asset purchase program to specific economic objectives, presumably some point on the way to the Evan's rule thresholds.