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Monday, March 3

3rd Mar - Ukraine, US macro




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EUROPE
  EUROPEAN CENTRAL BANK
ECB Said to Experiment With Governing Council Meeting MinutesBB
The ECB has started to draft trial minutes of its Governing Council meetings and will experiment with different formats in coming months, according to two euro-region central-bank officials.

Mario Draghi: Hearing at the Committee on Economic and Monetary Affairs of the European Parliament ECB

  UKRAINE
EU to urge mediation with Russia over UkraineReuters

Russia Warns Kerry's "Threats Are Unacceptable" As Europe Weighs SanctionsZH

Ukraine's Prime Minister SpeaksZH

Putin Crimea Grab Shows Trail of Warning Signs West IgnoredBB

Economic Tools to Use Against PutinView / BB

Putin's Playbook: The Strategy Behind Russia's Takeover of CrimeaThe Atlantic
Is the Crimean crisis just the latest example of Moscow's support for secessionist movements?

A 35-Step Guide To Understanding Why Russia Decided To Follow The Olympics With A War - Buzzfeed

Russia Blocks Web Pages Linked To Ukraine ProtestsThe Huffington Post

Why Russia No Longer Fears the WestPolitico

Council conclusions on UkraineConcilium

The Good, Bad, & Ugly Market Implications Of A "Crimean" WarPeter Tchir / ZH

Ukraine and Russia: should the EU worry about a ‘gas war’?FT

Ukraine Crisis: What Investors Should Know NowWSJ

EU and Ukraine: the leaked draft communiquéFT
EU weighs ‘targeted measures’ against Russia FT

Emerging Markets: Preview of the Week AheadMarc to Market

Ukraine crisis puts commodity markets on alertDanske Bank

Russia aims at Ukraine, and its own economy takes a hitWaPo

Why Crimea matters to RussiaFT

Ukraine – some thoughts on who is playing for what.Golem XIV

Crimea and punishmentThe Economist

Counting the Cost of Ukraine Turmoil to Russia’s Wealthiest WSJ

Ukraine in crisis: weighing up the damageFT

Ukraine oligarch: Putin is a “schizophrenic of short stature”FT

Russia Raises Main Rate as Ukraine Crisis Threatens Economy BB

UNITED STATES
  FEDERAL RESERVE
The Fed and Financial Stability: Three QuestionsWSJ
A lasting consequence of the global financial crisis is the expansion of the Fed’s mandate: It is now one of the chief guardians of financial stability. There is, obviously, good reason to think a lot more about maintaining financial stability. What’s not so obvious is how to do that.

Fed’s Bond Buys Aren’t as Unconventional as They AppearWSJ
The Fed's bond buys have much the same effect on financial markets, and therefore presumably on the economy, as interest rate cuts, New York Fed researchers argue in a blog post.

  MACRO NUMBERS
US consumer spending climbs, drives economy higher – TradingFloor
Blame It On The Weather? Personal Spending On Services Highest Ever In January – ZH
Personal Income increased 0.3% in January, Spending increased 0.4% - Calculated Risk
U.S. consumer spending rises, boosted by jump in services – Reuters
Consumer Spending in U.S. Rose More Than Forecast in January – BB

ISM Manufacturing Index Rises a Bit Above Expectations – dshort
Core Inflation Remains Far Below the Fed Target – dshort
ISM manufacturing rebounds but order-inventory balance is soft – Danske Bank
ISM Manufacturing Beats; Hovers Near 8-Month Lows – ZH
ISM Manufacturing index increased in February to 53.2 – Calculated Risk
ISM Manufacturing Stronger Than Expected – Bespoke

U.S. factory, spending data hint at improving economy – Reuters

OTHER
Emerging Economies on Their OwnProject Syndicate
José Antonio Ocampo: Both ECB President Mario Draghi and US Federal Reserve Chair Janet Yellen recently asserted that their policy decisions would account only for domestic conditions. In other words, emerging economies – though subject to significant spillover effects from advanced-economy monetary policy – are on their own.

World-Wide Factory Activity, by CountryWSJ
Much of the world’s factory sector was expanding in February, expanding slightly from the previous month.

George Soros Is Not a GangsterView / BB
Barry Ritholtz: This weekend, I found myself in the rather unusual position of defending hedge funds.

FINNISH
Jari Tervo: Sodan aattonaYLE
Viime vuosikymmenten merkittävin maailmanhistoriallinen tapahtuma oli Neuvostoliiton romahtaminen

"Nato-jäsenyyttä ei pidä hakea ukonilmalla"Verkkouutiset
Hallitusneuvottelut olisi hyvä paikka arvioida Suomen Nato-jäsenyyttä, katsoo ulkoasiainvaliokunnan varapuheenjohtaja Pertti Salolainen (kok.).

"Timo Soinin visio EU:sta jättäisi työtä tekevät vaille suojaa"Verkkouutiset
sanoo SDP:n kansanedustaja, eurovaaliehdokas Miapetra Kumpula-Natri.

Isoisän vaarin vikaTalSa
Jos sinulla menee huonosti, voit syyttää siitä isoisäsi ukin vaaria. Uusin tutkimus julistaa sosiaalisen liikkuvuuden kuolleeksi. Suomessakin.

Antti Rinne vs. Jutta UrpilainenJyrki Virolainen

Tässä on Suomelle hätätilahallitusTalSa
Hallituksen toimintakyvyttömyyttä moittivissa mielipidekirjoituksissa on vilahdellut sana menneisyydestä, virkamieshallitus. Jos hallitus menisi oikeasti vaihtoon, mitä voisi tulla tilalle? Kysyimme, keitä pitäisi nostaa tämän päivän hätätilahallitukseen. Tässä ovat nimet.

Asiantuntija: Suomen julkinen talous edelleen vahvaSK
Suomi on EU:n vahvin maa, kun katsotaan julkisen talouden nettorahoitusasemaa, sanoo ekonomisti Heikki Oksanen.

Wahlroos: Talousahdinko voimistaa euron vihollisiaKL

Kansantaloudellinen aikakauskirja 1/2014Taloustieteellinen Yhdistys