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Thursday, May 16

16th May - EU Open

 See the previous US Close post for plenty of important article links.

Previously on MoreLiver’s:

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News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat – WSJ
Europe Morning MoneyBeat – WSJ

3 Numbers to Watch: EU CPI, US CPI, US housing startsTradingFloor
The final read on Eurozone inflation for April will deliver deeper perspective on disinflation risk. Ditto with today's update on US consumer prices. We'll also see numbers on new residential housing construction in the States for last month.

Market Preview: Eurozone and US CPI in focusTradingFloor
European markets are expected to move lower Thursday. Investors are keeping a tab on Eurozone CPI data due later today which is likely to remain unchanged in April. A slew of economic releases in the US should also garner market attention.

Danske DailyDanske Bank (pdf)

Japanese Q1 GDP beat expectations. Positive risk sentiment continued yesterday but Asian session has been mixed. Focus on CPI data and Fed speeches today

Euroalueen vuodesta tulossa pettymys * Suomen näkymät edelleen vaisut * Kysyntähuolet laskivat perusmetallien hintoja

AamukatsausTapiola (pdf)
Heikko makrodata euroalueelta ja USA:sta ei lannistanut osakemarkkinoiden tunnelmia.
Japanin aamulla julkaistut BKT-luvut nostavat uskoa elvytyksen tehoon. Tänään asuntomarkkinadataa USA:sta. Suomen vähittäiskaupan meno Stockmannin ja Keskon huhtikuun myyntilukujen valossa edelleen vaisua (ottaen huomioon huhtikuun 2 lisäkauppapäivää vs. vuosi sitten).
Osakefutuurit lähellä nollaa, ennakoiden tasaista avausta OMX HEX:iin.


Reform hue and cryMacroScope / Reuters

FT podcast: World Weekly with Gideon RachmanThe World / FT
Prime Minister David Cameron thought that his promise to renegotiate the terms of Britain’s membership of the EU, and to hold an in-out referendum on British membership in 2017 had bought him domestic political peace. Instead, many in his own Conservative party are agitating for an even harder-line position, and the anti-EU United Kingdom Independence Party is soaring in opinion polls. An eventual British exit from the EU is looking increasingly possible. So what’s going on, and what do other Europeans make of it. Quentin Peel in Berlin joins Janan Ganesh and Gideon Rachman in London.

Japan: Stronger than Expected GDP and Bought Foreign Bonds for Third WeekMarc to Market

Abenomics passes an early testalphaville / FT