Current Specials
News roundup – Between
The Hedges
Emerging Markets Headlines – beyondbrics
/ FT
MORNING BRIEFINGS
3 Numbers to Watch: DE CPI, ECB Monthly Report,
US Jobless Claims – TradingFloor
Consumer price
inflation for Germany is expected to remain unchanged. Later, the market will focus on the
ECB's Monthly Bulletin release for clues about monetary policy. Also, a modest
decline is expected for today's US jobless claims report.
Market Preview: Italian bond auctions and US
jobless claims eyed – TradingFloor
European markets are
likely to open flat Thursday as investors keep a tab on Italian bond auctions
and US initial jobless claims due later today for further cues on risk
appetite. Meanwhile, today's ECB monthly report is likely to be keenly eyed.
Danske Daily – Danske
Bank (pdf)
Fed minutes, released
early by mistake, had a hawkish tone. Obama budget presented, aiming to kick-start
deficit-reduction talks. Market sentiment shrug off the hawkish Fed bias and
the rise in pro-cyclical assets has continued. Today’s calendar is thin, with a
few Fed speeches being the most interesting events.
Aamukatsaus – Nordea
(pdf)
Pankkisääntely hidastaa talouskasvua * Fed
vähitellen kiristämässä rahapolitiikkaansa * USA:n S&P 500 – ja Dow Jones
–osakeindeksit kaikkien aikojen huippuihin
Aamukatsaus – Tapiola (pdf)
ARTICLES OF NOTE
The eurozone’s second sovereign restructuring? – alphaville
/ FT
Our colleagues at FT
Brussels Blog got their hands on the draft debt sustainability analysis for the
Cyprus bailout and bail-in — click for the full doc:
Fed’s Fisher Says Benefits and Costs of Asset
Purchases Unclear – BB