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Can the Eurozone’s Export Evolution Be Sustained – WSJ
Great Graphic: Is Contagion Returning? – Marc Chandler
Sweden: Improved labour market will not stop the Riksbank – Nordea
European Banks Are Paid To Borrow As Euribor Goes Negative – ZH
France’s Noyer: ECB Bond Buying ‘Very Effective’ So Far – WSJ
Greeks React To Initial Capital Controls And The "Decree To Confiscate Reserves" – ZH
Ashoka Mody: The IMF's Big Greek Mistake – View / BB
Following "Soft" Capital Controls, ECB Threatens Greece With ELA Cut – ZH
Chinese Economic Outlook "Skewed Heavily To The Downside," BNP Says – ZH
Daily Central Banks – WSJ
Hilsenrath’s Take: Mr. Dudley Hedges Himself on 2015 Rate Increase * Q&A: India’s Rajan is Looking for More Room to Cut Rates * Fed’s Dudley: Economic Outlook Too Cloudy to Predict Rate Rise Timing * Volcker Outlines Plan for Overhauling Financial Regulation * Ex-Toyota Executive Tapped as New Bank of Japan Board Member
Daily Macro – WSJ
There’s near certainty of a Greek default on its obligations and equally high estimates of a Greek exit from the euro – though there’s insistence at the ECB that the former won’t lead to the latter. Yet markets are being supported by vast amounts of ECB liquidity and now fresh infusions from the Chinese central bank alongside growing relief that the Federal Reserve won’t start increasing interest rates this summer.
Danske Daily – Danske Bank
Global Daily – ABN AMRO
FOMC’s Dudley relatively optimistic about US economy going forward and hopeful for rate hike in 2015 *US consumers remain confident signalling consumption growth to rebound after weak start * China lowers bank’s reserve requirements by 100 bp, following further economic weakening in Q1.
Euro rates update – Nordea
Eye-Opener – Nordea
EURUSD dips as equities recover, ZEW up * Swedish unemployment down * Core rates edge higher on risk rally * RUB falls as CBR increases FX funding cost
Morning Markets – TF
Investors will get another good look at the state of Europe's largest economy today with the German ZEW Economic Confidence release. Consensus expects a strong showing, but traders will have to weigh German strength against Greek risk, especially when looking at the euro.
Daily FX Comment – Marc to Market
Within Ranges, Dollar Firms
Daily Shot – TF
Greece is staring at the chasm once again as the IMF makes it clear that it is not willing to see any delay in payments and that is only leading to yet more capital flight as the never-ending standoff continues.
US Open – ZH
Futures Surge On First Chinese State Bankruptcy, Greek Capital Controls And Approaching Default
FX Update – TF
The euro is under pressure again as news emerges this morning that the ECB is considering tightening the noose on its support for Greece. Elsewhere, USD rally needs wings to impress.
From the Floor – TF
Spreading like wildfire across markets this morning was news the the ECB is considering imposing ELA curbs on Greek banks. But while the euro has come under pressure, overall, the response has been surprising mild – so far.
Martin Sandbu’s Free Lunch – FT
The fear of debt: The problem is not only fiscal
Aamukatsaus – Nordea
Kiina kampeaa asuntojen hintoja takaisin nousuun | Saksan ZEW-indeksi julkaistaan tänään | Unkarin keskuspankilta tiedossa koronlasku
Matti Viren: Mistä se noususuhdanne tulee? – TE
Raha ja Talous: Tulevan hallituskauden talouspolitiikka – Image
Toiveet kohdistuvat Juha Sipilään ja muihin hallitusneuvottelijoihin – Professorin ajatuksia
Sanna Ukkola: Arvoliberaalien kauhukabinetti – YLE
Jatkojytky ja muita vaalihavaintoja – Takkirauta
Uusi, vihainen vasemmisto – Hannu Visti
Vaalianalyysi vol.2: Pessimisti ei pety – Ulkopolitist
Liberaali Helsinki ja talous – liberalismi kasvaa kun valtio maksaa – Tyhmyri