Some “2013”articles
I’ve seen. Tips welcomed – betray other blogs and snitch!
As usual, I will update this post if I see good material. Check the much longer 2012 as well. For some reason most writers had more to say on the past year than the new one. Not sure if that is a sign of realism or just feelings of helplessness. Writer's personal cliff?
Previously on MoreLiver’s:
World news in 2013: the stories to watch for – The
Guardian
With
elections due in many key countries, the shifting sands of national power and
global influence will be making headlines
Stories to watch for in 2013 – Marginal
Revolution
Raising the curtain on 2013 – FT
FT writers
predict dramas and triumphs for the next year
EUROPE
What 2013 Will Bring to the Euro Zone – WSJ
Agenda 2013: the next steps in
completing EMU – ECB
Speech by Jörg Asmussen at Internationaler Club Frankfurter
Wirtschaftsjournalisten, Frankfurt am Main, 19-Dec-2012
Euro zone rescuer Draghi faces
daunting 2013 – Reuters
With two short sentences, the head of the European Central Bank took the
heat out of the euro zone crisis this year. In 2013 Mario Draghi has to live up
to even bigger expectations.
The Eurozone’s Delayed Reckoning – Project
Syndicate
Nouriel Roubini: The tail risks of a Greek exit from the eurozone or a
massive loss of market access in Italy and Spain have been reduced
for 2013. But the fundamental crisis of the eurozone has not been resolved, and
another year of muddling through could revive these risks in a more virulent
form in 2014 and beyond.
Thoughts on the Euro’s Outlook
in 2013 – PIIE
Despite the numerous predictions of its demise, the euro is alive and
well at the end of 2012. Indeed, it has again held its value against other
currencies during the year,1 confounding skeptics just as it did a year ago. As
2012 comes to a close and the last European Union Council of the year has
ended—there have been seven in 2012!—it is time to take stock. As someone who
ended 2011 on a positive note for the euro, I am happy to report that the
outlook remains positive for 2013.
In response
to several inquiries, I offer a few more comments on Europe in 2013, in particular why I do not
view a delay in euro area fiscal integration as a disaster, why the United Kingdom will not leave the European Union
and what I view as the major downside risk in 2013.
What to expect from the EU in
2013
– Open
Europe
UNITED STATES
10 Questions (and Answers) for 2013 – PragCap
I’m doing a
pre-emptive Q&A this week covering a macro view of 2013. I generally don’t believe in forecasting a
full year out because I think it’s impossible, but that doesn’t mean we can’t
provide some general guide posts for the year given what we currently know.
Ten Economic Questions for 2013 – Calculated
Risk
MARKETS
2013 Financial Market Outlook – Money
& Markets
Goldman Sachs: Top Ten Market
Themes for 2013 – The
Reformed Broker
Outrageous
Predictions 2013: Extreme complacency – Saxo
Bank
or direct pdf
Some
outliers for 2013 – alphaville
/ FT
Deutsche's 13 Outliers For '13 – ZH
Stocks to soar as
world money catches fire, Calvinist Europe left
behind – The
Telegraph
Ambrose Evans-Pritchard: Bears beware. A monetary
revolution is underway.
In 2013, the great global unraveling – Mark
Leonard / Reuters
After two
decades of globalization, this year will see each of the big political theaters
re-erecting barriers and focusing more on domestic repairs than on global
expansion.
OTHER
The Big Issues For 2013 – Econospeak
Tech and Media: 6
Business Predictions for 2013 – TIME
ADDED LATER
ADDED LATER
Entering Into 2013 - Part 1 – The
Short Side of The Long
The global
economy has been showing a bit of resilience as of late, with the manufacturing
index recovering back towards 50.2 in December from 49.6 in November.
Stabilisation is seen in US and China at present, while Eurozone and Japan continue to deteriorate. However,
the question is weather or not the 2011/12 economic soft patch is a bottom from
which another expansion period will re-start?
10 Surprises for
2013: Blackstone – Econmatters
What's Going To
Matter In 2013 – Moneybox
/ Slate
2013 Outlook &
Forecast – Kiron Sarkar
/ The Big Picture
I believe that the current year should be positive for
equity markets, in particular in H2 2013, subject to adverse geopolitical
issues.
The Year Ahead – Worthwhile
I am cautiously optimistic about the year ahead based
on what I have seen to date and what I can see.
Even Europe should see some
improvement.
2013 calendar of
important events – Lighthouse
IM
Entering Into 2013 -
Part 1 – The
Short Side of The Long
2013 Starts with 50
Bold Predictions – EconMatters
A Year on the Brink – Project
Syndicate
Joseph E. Stiglitz: The two main surprises in 2012
were the slowdown in emerging markets, which was slightly sharper and more
widespread than anticipated, and Europe’s embrace of some truly remarkable
reforms – though still far short of what is needed. Looking to 2013, the
biggest global economic risks are there and in the US.
The Political Economy
of 2013 – Project
Syndicate
Mohamed A. El-Erian: Watching America’s national
leaders scramble in the closing days of 2012 to avoid a “fiscal cliff” that
would plunge the economy into recession was yet another illustration of an
inconvenient truth: messy politics remains a major driver of global economic
developments. This will become even more evident worldwide in 2013.