Previously
on MoreLiver’s:
EUROPE
From January 2014, full freedom of movement – the right to move, reside
and work freely in any EU country– applies to citizens of Bulgaria and Romania. This has not been
universally welcomed.
Galileo Galilei and
the €-crisis – Money
Matters
First, the forecasts about the outcome of the crisis were only changed
when progress in dealing with it became so obvious that it could not be ignored
any more; second, the wrong forecast of many observers derived from the fog
created by the brinkmanship approach in dealing with the crisis.
UKRAINE
Ukraine: Geo-political risks
increase – Danske
Bank
Ukraine Interim Leader Warns
of Economic Danger – BB
Rally in Ukrainian bonds: is it justified? – beoyonbrics
/ FT
Ukraine Bond Rally Seen Tied
to New Aid Amid Default Concern – BB
EUROPEAN CENTRAL BANK
Wolfgang Münchau: The ECB sees the evidence but its economic models
ignore financial markets
ECB faces severest
stress test – Reuters
Hugo Dixon: There could be a
conflict between what is good for individual banks and what is good for the
macro economy. Managing the conflict will require considerable judgment. That’s
why the bank that will be undergoing the severest test in the coming months is
the central bank itself.
Draghi: ECB Prepared to Add Stimulus on Deflation Risks – BB
Draghi’s Data Jigsaw Takes Shape as ECB Readies Showdown – BB
Euro Inflation Research #1: How the ECB makes its inflation projections –
Danske
Bank
GERMAN IFO
German Ifo: Don’t be fooled by lower expectations – TradingFloor
En route for a gold medal? – Merkelnomics
Germany: Another strong ifo
report – Nordea
German business morale reaches highest level in two and a half years – Reuters
European Inflation Has Biggest Monthly Drop On Record – ZH
UNITED STATES
Yellen Seeking New
Low-Rate Guidance Can Turn to Fed Forecasts – BB
One option policy makers discussed last month is to rely instead on
their forecasts for inflation, unemployment, growth and the benchmark interest
rate -- known as the Summary of Economic Projections -- as a way to signal
their policy intentions.
Fed Talks A Garbled
Pinocchio Theory – Econmatters
Housing Weakness:
Temporary or Enduring? – Calculated
Risk
The housing weakness should be temporary. There should be more inventory
this year, price increases should slow, and sales volumes increase.
Citi Warns
"Housing Sentiment Got Carried Away" – ZH
US Services PMI Slumps To Weakest In 4 Months – ZH
ASIA
Kuroda, here be
expectations – alphaville
/ FT
That shows 94 per cent of analyst from Bloomberg’s monthly survey
expecting more QE from the BoJ, be it this quarter or not. There’s “priced in”
and then there’s maybe over-priced in…
BOJ can wait to
decide if more easing steps needed, Abe aide – Reuters
Japanese inflation
isn't as high as you think – Noahpinion
OTHER
New Financial
Forecasts – Nordea
Or summary here.
Introduction to
Technical Analysis – Saxo Bank
A 40 minutes Webinar that introduce you to Technical Analysis.
What is Technical Analysis and why use it? * Candlesticks and
candlestick patterns * Dow Trend Theory * Gaps * Traditional Technical Patterns
- Triangles, Wedges, tops
Introduction to
Technical Analysis II – Saxo Bank
Volume * Simple Moving Average * Relative Strength Index (RSI) * Bollinger
bands * How to use them for trading, trends, support and warning signals
Book Review: In Bed
with Wall Street – CFA
Institute
According to author Larry Doyle, the financial crisis of 2008–2009 was a
failure of regulation and oversight, and he contends that the leaders of major
institutions escaped retribution for irresponsible practices that helped cause
the crisis. He calls for enhanced
accountability and effectiveness in the regulatory arena.
Daniel Kahneman, in
conversation with Cass Sunstein – The
Big Picture
FINNISH
Kaksikätisen ekonomistin kuolema – Akateeminen Talousblogi
Ei ole ihan
ilmeistä kaipaako hallitus oikeasti ekonomistien neuvoja vai haetaanko
talousviisaita [sic] kuulemalla legimiteettiä aikaisemmista päätöksistä
lipsumiseen.
Miksi Ruotsilla menee niin hyvin ja meillä
niin huonosti? (1/2)
– Soininvaara
Ruotsissakin väki vanhenee, mutta ei yhtä
dramaattisesti kuin Suomessa.