Roundups
News roundup
– Between
The Hedges
The 6am Cut
London – alphaville
/ FT
Emerging
Markets Headlines – beyondbrics
/ FT
MORNING BRIEFINGS
The market
is looking for signs of stabilization in today’s business climate indicator for
France, followed by upbeat expectations for the UK labour market report. Meantime,
forecasters see a pullback for US housing starts.
Market Preview: EU consumer confidence and FOMC
minutes in focus – TradingFloor
European
markets are expected to open mixed Wednesday. Investors keenly await a slew of
economic releases across Europe and the US due later today. Also, minutes of
the BoE's and the Fed's last monetary policy meetings will garner market
attention.
Risk
markets had another good day and the positive sentiment continued overnight. Price
action in bond markets more muted;
investors await the FOMC minutes
and Italian election. Focus today will be on the minutes from the
January FOMC meeting
Aamukatsaus – Nordea (pdf)
Paremmat ajat edessä Saksassa * USA:n rakentajien
luottamuksessa väliaikainen notkahdus * Saksan ZEW-indeksin voimakas nousu
vahvisti euroa
Aamukatsaus – Tapiola
(pdf)
Saksan sijoittajaluottamuksen voimakas parantuminen nosti
osakemarkkinoita. Tänään euroalueen kuluttajaluottamuksen ennakko, jonka
odotetaan jatkaneen nousuaan. USA:sta tänään asunto ja inflaation tietoja klo
15.30. Osakefutuurit nollassa, indikoiden tasaista avausta pörssiin.
Markkinakalenteri
– Nordnet
Markkinakalenteri – Taloussanomat
EUROPE
France seems to be the only EMU nation who
is undergoing a larger fiscal tightening in 2013 than it did in 2012.
Italian Elections: Rounding the Last Pole – Fistful
of Euros
What might
have been a sustained debate on the merits of austerity measures in a prolonged
recession, on the future of Italian employment and its welfare state or a host
of other pressing issues, has instead taken on the quality of an unsavory
burlesque revue.
This
weekend Cyprus will elect a new president. James
Ker-Lindsay writes that history will not be kind to outgoing president,
Dimitris Christofias – and rightly so. Over the course of the past five years
he has presided over the failure of yet another round of UN peace talks aimed
at reuniting the island, oversaw the collapse of the island’s economy, and was
blamed for a major disaster.
In the
first round of the presidential election in Cyprus on February 17, Nicos Anastasiades,
the center right presidential candidate, won 45.5 percent of the vote, setting
up a final round against Stavros Malas from the communist AKEL party.
IN FINNISH
Osuinkohan oikeaan?
– Henri Myllyniemi / piksu
Aivan tämän vuoden alussa pohdin mahdollista "vuoden
termiä". Viime vuonnahan tuo titteli taidettiin ojentaa Grexitille. Arvelin
IMF:n tutkimuksen ns. fiskaalikertoimen tarkistustarpeesta tulevan vielä
otsikoihin.
Suomen inflaatioennusteet uusiksi? – Nordea
Tilastokeskuksen tänään julkaisemien tietojen mukaan
kuluttajahintojen nousu hidastui tammikuussa 1.6 prosenttiin vuodentakaisesta. Etukäteen odotimme jokseenkin
samankaltaista nousua kuin joulukuussa eli 2.4 prosenttia vuodentakaisesta