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Wednesday, March 27

27th Mar - US Open: European Sell-off



Cyprus open for biz on Thursday?


Previously on MoreLiver’s:

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Roundups & Commentary
US Opening News And Market Re-Cap – Ransquawk / ZH
Frontrunning – ZH
Overnight: Cyprus Contagion Spreads – ZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Daily press summary – Open Europe

Morning MarketBeat: From Cyprus to Records – WSJ
Europe Still Center Stage – Marc to Market
Morning Briefing (EU/US): There Are More Questions Than AnswersBNY Mellon
  A number of common questions have emerged in the aftermath of the Cypriot bailout. We attempt to answer some of them today.


EUROPE
Defensive Germany calls for more EU backingeuobserver
Germany has said it should be getting more support from EU institutions against unfair criticism on its role in the crisis. 

U.S. asks Liechtenstein for data in Swiss banking probeReuters
U.S. prosecutors are asking Liechtenstein to hand over data on foundations and other financial vehicles as part of their investigation into tax evasion by wealthy Americans, the principality's international tax office said on Wednesday.

The biggest problemFree exchange / The Economist
Now a dip in nominal growth will often result from a real factor. But a sustained decline in nominal growth is the central bank's fault.

Eurogroup English Dictionary (EED) Macro Man
PIIGS

Debt and Devaluation, Mediterranean EditionKrugman / NYT
The pain is coming either way. 

Portugal is the pupil that gets good grades for learning bad lessonseuropp / LSE


Remember Italy? The Market DoesWSJ
“Oh yeah, Italy. Forgot about that.” That's the line in financial markets Wednesday,

Spain Believes DijsselbloemWSJ
As Spanish stocks, led by banking shares, stay in the red for the third consecutive day after Cyprus secured a European Union bailout, it’s clear that a certain Dutch Finance minister has made his mark on the mind of Iberian investors.
 
Breaking: GreeceZH

Slovenia: The Next Cyprus?ZH


UNITED STATES 
Don’t call it a target: The thing about nominal GDPMacroScope / Reuters
Fed already targets nominal GDP, even if it won’t admit to it.


OTHER
Nordea Risk Perception Index – week 13Nordea (pdf)
Range trading is still prevailing but markets’ complacency has at least been tested * Uniqueness of bail-out process in Cyprus questioned and policy makers’ credibility hurt * Equities consolidated around all-time-highs – implied vol increases * Together with Bersani struggling to build coalition government, sentiment is clearly left fragile * Investor cautiousness however limited by the ECB on their toes, supporting range bound markets.

IN FINNISH
Teiniliiton vuosikokousBjörn Wahlroos / Libera

Rahoitusmarkkinaraportti 1/2013Suomen Pankki (pdf)
Lainamarginaalit suurentuneet eniten pienimmissä lainoissa * Yritysten rahoitusrakenne muuttunut *
Pohjoismaat kiristämässä asuntoluotonantoa koskevaa sääntelyä * Maksujenvälityksessä edelleen häiriöitä

Luottamusindikaattorit alhaalla maaliskuussakinEK
Kuluttajien luottamus ennallaan - kuluttaminen ei houkutaTilastokeskus