Previously on MoreLiver’s:
Roundups & Commentary
Frontrunning
– ZH
Overnight:
Futures Slump As Global Q4 GDPs Dump – ZH
The Lunch
Wrap – alphaville
/ FT
Emerging
N.Y. headlines – beyondbrics
/ FT
Daily press
summary – Open
Europe
Morning
MarketBeat: Does ‘Great Rotation’ Even Matter? – WSJ
Broker Note
Briefing – WSJ
Morning
Briefing (EU/US): Diplomacy – BNY
Mellon
Despite its reassurances, Japan officials will not re-order their priorities
on a dime
EUROPE
France predicts
it will fail to meet EU budgetary targets this year, but the European
Commission is unlikely to take action.
An EU-US trade deal: some of the stickiest
potential sticking points – The
World / FT
Monthly Bulletin,
February 2013 – ECB (pdf)
Statistics Pocket
Book, February 2013 – ECB (pdf)
The importance and
effectiveness of national fiscal frameworks in the EU – ECB
(pdf)
4Q GDP
German Economy
Contracted More Than Forecast in 4Q – BB
German, French
economies throw recovery into doubt – Reuters
Europe's two largest
economies, Germany and France, both
shrunk markedly in the last three months of 2012, suggesting the euro zone has
slipped deeper into recession and throwing a first quarter recovery for the
bloc into doubt.
Valentine's Day Massacre – Free
exchange / The Economist
ASIA
Japan's economy
unexpectedly contracted in the fourth quarter, failing to escape a mild
recession and playing into the hands of a government pushing for more
aggressive monetary expansion that's drawn international criticism.
OTHER
What I’ll be watching in 2013 – mpettis
1) how
quickly growth adjusts 2) how quickly new debt emerges 3) financial scandals 4)
bank activities 5) inflation 6) prices of hard commodities 7) trade numbers 8) Spanish
bond market 9) Target2 10) Japan
EMEA Weekly – Danske
Bank (pdf)
IN FINNISH
Saksako muka talousveturi? Ennemmin
kasvurohmu – Jan
Hurri / TalSa
Euromaat saavat
yhteensä aikaan saman verran teollisuustuotantoa kuin euroajan alussa pian 15
vuotta sitten. Tilastojen takaa paljastuu talouden raju jako euroajan
voittajiin ja häviäjiin. Saksan ja parin muun vahvan maan teollisuus kasvoi sen
minkä Ranska ja muut heikot menettivät. Euro ei auttanutkaan taloutta
yhdentymään niin kuin piti. Kävi päinvastoin.