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EUROPE
Eurobarometer
surveys provide an important insight into the European Commission’s role as an
agenda setter – Europp
/ LSE
A
radical new era for EU regulation? – Open Europe
Whither
the Euro? – WSJ
Portuguese
Politicians Turn a Deaf Ear to IMF – WSJ
UNITED KINGDOM
U.K.
Business Lobby Chief: ‘EU Key to National Prosperity’ – WSJ
BOE Sees
Faster UK Growth in Second Quarter – WSJ
GREECE
Merkel Said
to Plan Address for Greece If Deal Reached – BB
Euro slides
as Greek official says IMF repayment in doubt – Reuters
More Greek
talks, Riga summit unlikely to be decisive – Reuters
The ECB Is
in Tight Spot Over Greek Bank Aid – BB
EUROPEAN CENTRAL BANK
Euro’s
Plunge Reignites Calls for Parity on ECB Bond-Buying Plan – BB
The ECB
Just Launched Bizarro QE Taper – ZH
UNITED STATES
FOMC MINUTES
5 Things to
Watch in the Fed’s April Meeting Minutes – WSJ
FOMC
January meeting minutes – FED
Fed Doesn't
Rule Out June Liftoff , Fears Post-Hike Volatility, Dollar Drag – ZH
Fed
officials felt data unlikely to support June rate hike – Reuters
Fed Minutes:
June Rate Hike Doubtful – WSJ
Fed minutes
suggest doubts over US rebound grow – FT
FOMC
Minutes: June Rate Hike Unlikely – Bill
McBride
Hilsenrath:
Hawkish Fed Sees Q1 Weakness As A Blip, June Liftoff Possible – ZH
Stocks
Swing Higher As Fed Minutes Suggest No Rate Rise in June – WSJ
REGULARS
Daily
Central Banks – WSJ
Schlesinger’s
Take: Solid Growth Gives Bank of Japan Breathing Room, Though Doubts Linger * U.S.
Regulators Point to Risks from Rapid-fire Trading and Clearing * Five Things to
Watch in the Fed Minutes * Benoît Coeuré Gives Diners Sneak Peek at ECB Move * India’s
Rajan Wants More Central Bank Coordination
Daily
Macro – WSJ
The
surprise announcement from European Central Bank officials Tuesday that the ECB would frontload some of the rest
of this year’s bond-buying program to avoid market liquidity shortfalls in the
summer has changed the ball game in international markets.
Danske
Daily – Danske
Bank
Global
Daily – ABN
AMRO
Euro
rates update – Nordea
Eye-Opener – Nordea
Fed to stay
its course, ECB will frontload its purchases, positive US housing numbers - EURUSD
drops
Morning
Markets – TF
Wednesday
is a day of minutes as central banks on both sides of the Atlantic tells us
what they talked about at their most recent policy-setting meetings. First up
is the Bank of England at 08:30 GMT while at 18:00 FOMC takes centre stage.
Daily FX
Comment – Marc
Chandler
Divergent
Impulses Spur Dollar's Come Back
Daily
Shot – TF
A year ago
the Bank of England was telegraphing impending rate hikes, but today we have a
negative CPI print and the core CPI continues to fall. UK's PPI figures were
also below expectations and deeply in the red. The pound fell sharply in
repose.
Daily
Press Summary – Open
Europe
Brussels
Playbook – Politico
US Open – ZH
Futures
Flat With Greece In Spotlight; UBS Reveals Rigging
Settlement; Inventory Surge Grows Japan GDP
From the
Floor – TF
The
European Central bank has responded to the soaring euro and European yields in
fire-breathing fashion, upping its bond purchases and placing a determined
ceiling on the common currency.
FINNISH
Aamukatsaus – Nordea
Suomi: Veronalennuksella uuteen alkuun | Japanin talouskasvu
kiihtyi kulutuksen ja varastojen vedolla | Fedin ja BoE:n kokouspöytäkirjat
julkaistaan tänään
Kangasharju & Schauman: Veronalennuksella uuteen alkuun
– Nordea
Suomi tarvitsee nopeammin vaikuttavaa lääkettä * Menoelvytys
on tehotonta * Veroelvytys auttaa sekä lyhyellä että pitkällä aikavälillä *
Alennukset kohdistettavat tuloveroihin
The Finnish
economy has fallen back into recession, and no quick recovery is in sight. In
the current circumstances, the importance of credible domestic policies cannot
be overstressed, so high hopes have been put on the current negotiations to
form a government. Based on what we know so far, we are cautiously optimistic
about the outcome, but realise there are no quick solutions to the Finnish
woes. Still, we expect an improving outlook, and find some value in Finnish
bonds.
Sdp:n kannatus vajoaa yhä, perussuomalaisten vahvistuu
– HS
Vasemmistolainen strategia? – Osmo Soininvaara
Soininvaara ja vasemmiston strategia – vasemmiston
strategisesta umpikujasta – Tyhmyri