EUROPE
Despite signs of
recovery, the Eurozone crisis is still far from over – Europp
/ LSE
The root cause of Europe’s sovereign debt crisis may not have been
excessive public spending, but rather a divergence between wages in sheltered
sectors (largely in the public sector) and the manufacturing (export) sectors
in European economies, which affected states’ external competitiveness. Until
this problem is solved any recovery is likely to be short lived.
Press release
October 2013 euro area bank lending survey – ECB
The euro area bank
lending survey Q3 2013 – ECB
No more credit
tightening in the Euro area – Nordea
EU sentiment
improves, but periphery sags – TradingFloor
The euro area's business and consumer survey for October showed
improving and better-than-expected moods, with the most notable being the
surprisingly high industrial confidence. However, something remains wrong with
the periphery.
Italy versus Spain – MacroScope
/ Reuters
Pieces of good news
from Spain, but don’t call it recovery yet – Nordea
Italian, Spanish Debt
Maturities Set to Lengthen Next Year – WSJ
UNITED STATES
Deutsche Bank's Five
Reasons Why The Fed May Stun Everyone Once Again – ZH
What to Watch for
From the Fed – WSJ
...AFTER...
Parsing the Fed: How
the Statement Changed – WSJ
Three Takeaways on
the Fed’s Policy Statement – December Taper Not Off the Table – WSJ
Tapering is on hold,
not off – FOMC statement – Nordea
Post-FOMC Update:
Stocks, Bonds, Bullion Tumble; USD Soars – ZH
Citi Now Sees Odds Of
A Dec/Jan Taper Doubling From From 35% to 65% - ZH
How the Federal
Reserve is like a snake eating itself – WaPo
OTHER
Where are the global
growth optimists? – FT
FINNISH
Tuomas Saarenheimo ja HeSarin haastattelu –
kerrassaan jännittävää
– Tyhmyri
Menneiden aikojen taistolaiset ja suomalaiset
islamin puolustajat – oppitunteja todellisuuden kieltämisestä – Tyhmyri
Valtioneuvoston tulevaisuusselonteko:
kestävällä kasvulla hyvinvointia – VN
Pääministeri
Jyrki Kataisen hallituksen tulevaisuusselonteko avaa Suomen pitkän aikavälin
tulevaisuuden haasteita ja mahdollisuuksia sekä linjaa valtioneuvoston yhteisen
tahtotilan tulevaisuuden rakentamiseksi.
SDP:n kannatus nousuun – PS putosi – YLE