Roundups &
Commentary
Frontrunning – ZH
Overnight: No Melt Up (Yet) In Boring Overnight
Trading – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Daily press summary – Open Europe
Morning MarketBeat: Bulls in Control – WSJ
Observations About the Investment Climate – Marc
to Market
Morning
Briefing (EU/US): La notizia – BNY
Mellon
The latest developments in Italy
EUROPE
British
interior minister Theresa May has said the UK should consider leaving the court
of human rights in Strasbourg for the sake of national security.
Stephen
King: David Cameron and the UK’s Office for Budget Responsibility
may have their differences of opinion on the negative impact of fiscal
austerity but at least they appear to see eye-to-eye on the effects of monetary
policy.
Is the Netherlands heading for a referendum on Europe? – Open
Europe
A Dutch
citizens' campaign to make it mandatory to hold a referendum on any new
transfer of powers to the EU - reminiscent of the UK's referendum lock - has
mustered 40,000 signatures, the threshold needed to force Dutch MP's to debate
the issue and decide whether they agree with the proposal or not.
Former
Eurogroup chief Jean-Claude Juncker has warned of "sleeping war
demons" in Europe and compared the current situation to the year before
the outbreak of the first world war, when everybody took peace for granted.
EU elections to be held in May next year – euobserver
EU
countries have opted to change the date of the EU elections next year in order
to increase turnout.
UNITED STATES
Yes, We’re Confident, but Who Knows Why – NYT
Robert J.
Shiller: The recovery in housing, the stock market and the overall economy has
finally gained sustainable momentum — or so it is said.
ASIA
China’s economy has started 2013 with an
unexpected slowdown in manufacturing growth and a surprise surge in inflation,
according to data published over the weekend.
OTHER
Give in to the Dark Side – Humble
Student
Stocks have
continued to move higher. I continue to be concerned about this advance.
Blogs review: The stock market recovery – bruegel
FX Comment: The new (old) normal? – Nordea
History
rhymes, but doesn't repeat. Is USD king again? Not so fast.
Key Macro Events And Issues In The Week Ahead – ZH
by Goldman Sachs
IN FINNISH
Yhdentoista maan transaktioveroa
pyritään laajentamaan perusteettomasti ulkopuolisiin – EK
Alijäämät kasvussa
– EK