Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global Macro Trading
The Closer – alphaville
/ FT
EUROPE
After the election:
Euro-scepticism to prevail in CDU/CSU and FDP? – DB
Research
In the next legislative term, the Bundestag will again need to address
controversial issues in the context of euro crisis management – extending from
further bailouts to elements of banking union. Depending on the election
outcome, euro-sceptic MPs in the FDP and the CDU/CSU could achieve greater
leverage in upcoming decisions...
Bank lending and
monetary transmission in the euro area – ECB (pdf)
Working paper no. 1568 by Roberto A. De Santis and Paolo Surico
Euro Area Government
Debt Rises To New Record High – ZH
Euro Zone Stagnating,
So Why No Deflation? – WSJ
UBS and Others Are Hurt by Motor City Deals Dating Back to
2005
UNITED STATES
What Lies In Store
For Second Half Earnings – ZH
Stocks, Inflation
Expectations, & "High-Powered" Money Supply – The
Capital Spectator
Datapoint: Aftermath
of Credit/Housing Bubble – The
Big Picture
Home sales take a
breather, but prices hit five-year high – Reuters
Existing Home Sales:
Solid Report, Inventory near Bottom – Calculated
Risk
OTHER
Key Events And Market
Issues In The Coming Week – ZH
Commodities and
banks, a recap – alphaville
/ FT
A charted history of
robot evolution – alphaville
/ FT
FINNISH
Elinkeinoelämän edut, euro ja yrityskentän
jakaantuminen – ulkoisesta devalvaatiosta hyötyisivät eniten
kotimarkkinayritykset
– Tyhmyri