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EUROPE
Europe has a Germany-not-spending-enough-money
problem.
EUROPEAN CENTRAL BANK
Draghi’s
ECB management: the leaked Geithner files – FT
ECB’s
Balance-Sheet Goal Takes a Hit – WSJ
ECB’s
balance sheet fell by about €22 billion last week, settling at €2.03 trillion. This
came despite new purchases of covered bonds under a new plan.
ECB
impotency makes eurozone stagnation inevitable – FT
QE to have
limited potency and there is little in monetary locker
ASIA
What
Japanese Investors were Buying Before BOJ/GPIF Surprise – Marc
to Market
OTHER
Hannon’s
Take: Time for Some Tough Love? * Some BOJ Board Members Question ‘Easy Money’ Stance
* ‘Too-Big-to-Fail’ Rule Would Raise Bar for Bank Capital * Obama, Lagarde Head
to G-20 Facing a Shaky Global Economy * Fed’s Fisher Says Delay in Raising U.S.
Interest Rates Could Cause Recession
Daily
Macro – WSJ
Tuesday’s
headlines focus on the trade and investment relationships that Asia’s two biggest economies have with
the rest of the world and find the bigger of the two surprisingly doing the
right thing.
FI Eye-Opener:
Floating around – Nordea
Yen
Slumps and Dollar Turns Better Bid – Marc
to Market
FINNISH
Professori: Ukrainan elättämisestä koituu iso lasku –
Verkkouutiset
Venäjäasiantuntija, professori Pekka Sutela arvelee
Kauppalehdessä, että Ukraina maksaa lännelle vuositasolla 10-20 miljardia euroa.
Montako kurjaa, rumaa ja laihaa lehmää vielä? – Taloutta
ja Historiaa
Potentiaalinen BKT, rakenteellinen alijäämä ja
finanssipolitiikan rajat – Raha
ja Talous
Talouden ennustemallit ja palkkojen alennus – Roger Wessman
Lukukausimaksut - hampaat irvessä ja haudanvakavana –
Asiaton
lehdistökatsaus
Pakkoruotsi ja elävä kaksikielisyys – Sampo Terho
Palkkasumma
+1,1% heinä-syysk. yoy – Tilastokeskus