Previously on MoreLiver’s:
Off-Topic & Finnish (anything else but markets)
Economics & Markets (for wonks)
Weekly Support (weekly previews and reviews)
Best of the Week (what I liked during the past week)
Roundups &
Commentary
Frontrunning – ZH
Overnight: Quiet Start To G-20 "Currency Warfare
Conference" Week – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Daily Press Summary – Open Europe
Morning MarketBeat: Secular Bear Not Over Yet – WSJ
Broker Note Briefing – WSJ
Searching for the Signal in FX – Marc
to Market
Morning
Briefing (EU/US): The plot thickens – BNY
Mellon
Mark Carney is a fan of hybrid inflation
targets. So, it would seem, is George Osborne.
EUROPE
Cyprus will not be left alone to fail, the
ECB has said. But it is unlikely to see get a bailout until the dust settles
after elections.
OTHER
Currency chatter – MacroScope
/ Reuters
This week,
everything points towards the first meeting this year of G20 finance ministers
and central bankers in Moscow on Friday and Saturday.
G-7 Said to Discuss
Statement to Calm Currency War Concern – BB
The Group of Seven nations are considering releasing a
statement on exchange rates this week to calm concern the world is on the brink
of a currency war, three officials from G-7 countries said.
G20 to punctuate an
interesting week – TradingFloor
John J. Hardy: Last week we saw the most significant
JPY rally attempt yet, though USDJPY has already taken back about half of the
lost ground. EURUSD has been slower to recover after last week’s ECB meeting.
Group of 20 policymakers have an ideal chance in Moscow this week
to ponder whether monetary policy largesse will blunt their will to carry out
the economic reforms needed to put global growth on a sustainable footing.
Financial forecasts – Danske
Bank (pdf)
More upside for EUR/USD and yields in the near term (summary)
How Major Mark Tops Form – Short
Side of the Long
Is the credit market
cruisin' for a brusin'? – Humble
Student
Should we see a selloff in the increasingly fragile
credit market, it could turn into a rout whose contagion could spread into
other risky assets like stocks. I have no idea what the trigger might be, but
stock bulls should be aware of this risk.
IN FINNISH
Suomen EU-maksuista ilmiriita – Jyrki
Virolainen
TrendiƤ vastaan? – Henri Myllyniemi
/ Piksu