Previously on MoreLiver’s:
Roundups
News roundup – Between
The Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Asia Morning MoneyBeat – WSJ
Europe Morning MoneyBeat – WSJ
MORNING BRIEFINGS
Analysts expect
another drop in the claimant count in today’s UK labour market report. Meanwhile, the market is
looking for a decline in US industrial production and a modest rebound in
the US NAHB Housing Market Index.
European markets are
expected to open higher Wednesday. Markets await first quarter GDP estimates
across Europe and US industrial production due for release later
today. Yesterday, Fitch Ratings raised its credit rating on Greece by one notch to B-.
Danske Daily – Danske
Bank (pdf)
Another good day
for equity markets. JPY continues to weaken and yields surge as Bank of Japan’s
policy is seen as credible. The US government deficit is shrinking fast, taking
pressure off politicians.
Aamukatsaus – Nordea
Euroalue:
Sittenkin nousussa? * Miksi ostaa nyt, kun kohta saa halvemmalla? * Saksan 10-v
lainakorot lievässä nousussa
Aamukatsaus – Tapiola (pdf)
Osakemarkkinat palasivat vahvaan nousuun - yliperformoiva Japanin Nikkei -osakeindeksi rikkoi aamulla 15.000 pisteen rajan.
Tänään ensimmäisen neljänneksen BKT ennakko euroalueelta - Saksan odotuksista jäänyt kasvu ennakoi negatiivista yllätystä. Osakefutuurit tasaisina, ennakoiden maltillista avausta OMX HEX:iin.