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Wednesday, January 16

16th Jan - EU Open: ECB Wants This

To continue my rant from yesterday:


While the Treaty clearly establishes the primary objective of the ECB, it does not give a precise definition of what is meant by price stability. The ECB’s Governing Council has announced a quantitative definition of price stability:

"Price stability is defined as a year-on-year increase in the Harmonised Index of Consumer Prices (HICP) for the euro area of below 2%."
The Governing Council has also clarified that, in the pursuit of price stability, it aims to maintain inflation rates below, but close to, 2% over the medium term.

Article 2 Of the EU Treaty states that the EU aims to promote "economic and social progress and a high level of employment and to achieve a balanced and sustainable development." The Eurosystem contributes to these objectives by maintaining price stability. In addition, in pursuit of price stability, it takes these objectives into account. Should there be any conflict between the objectives, the maintenance of price stability must always be given priority by the ECB.

My point is: the ECB's mandate is not set in stone. They've decided what it is. The Governing Council could at any time vote and announce to target 3% instead of below 2%.
 
Previously on MoreLiver’s:                  

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Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT


MORNING BRIEFINGS
3 numbers to watch: EU HCPI, US Ind. Pro., US Housing Mkt IndexTradingFloor
Today's update on Eurozone inflation for December will likely confirm the flash estimate's 2.2 percent annual pace, while US industrial production growth will probably slow in December and the NAHB Housing Index is set to stay near a seven-year high.

Market Preview: World Bank cuts growth forecast; EU, US CPI eyedTradingFloor
European markets are expected to open mostly higher Wednesday. The World Bank has sharply lowered its 2013 global economic growth forecast. Meanwhile, markets await Eurozone and US inflation data due later today.



Danske DailyDanske Bank (pdf)
According to Juncker the euro exchange rate is dangerously high. EUR has weakened overnight and JPY has continued to strengthen on the back of yesterday’s comments from Japan’s Minister of Economics. Main focus today US CPI, Fed’s Beige Book and Q4 earnings.

AamukatsausNordea (pdf)
Piristyviä vähittäiskauppalukuja USA:sta. Saksan talous supistui vuoden lopulla. Saksan odotettua heikompi talouskasvu painoi euroa

AamukatsausTapiola (pdf)
Osakkeet jatkoivat eilen sivuttaisliikkeessä, vähittäismyynti USA:ssa odotuksia vahvempaa, mutta Saksan BKT-luvut olivat vähemmän rohkaisevat. Tänään paljon makrolukuja sekä euroalueelta kuin USA:sta. Talvivaara päivitti tuotantolukujaan, ilmoitti samalla lomautuksista. Osakefutuurit nollassa, indikoiden flättiä avausta pörssiin.

MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat

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