Previously on MoreLiver’s:
Roundups &
Commentary
Frontrunning – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Daily press summary – Open
Europe
UK in last ditch attempt to water down caps on
banker bonuses; Mats Persson: The cap is largely displacement activity
Morning MarketBeat: Taxes, Gas Prices Threaten
Consumer Stocks – WSJ
Week Ahead:
Central Banks Dominate – Marc
to Market
Morning
Briefing (EU/US): – BNY Mellon
EUROPE
A vote of
confidence in the euro: Latvia on Monday formally decided to join
the troubled common currency, with the prime minister, finance minister and
central bank governor jointly signing the application.
Michael Pettis on Misguided European Optimism – Mish’s
Quelle Surprise! Technocrats in Italy Scheming to Steamroll
Voter Rejection of Austerity – naked
capitalism
While
seemingly a threat to EU stability and at the heart of possible contagion, Italy is historically used to navigating
through uncertainty, short-lived governments and catastrophic economic
forecasts.
Eurozone
finance ministers are meeting on Monday amid expectations of swift movement on
a bailout for Cyprus.
Here comes ... the German Anti-Euro Party – Open
Europe
The new
party will launch in April under the name
"Alternative for Germany". The party appears to be an
offspring of "Wahlalternative 2013" (Election Alternative 2013) - a
group consisting mostly of academics but also including Hans-Olaf Henkel, the
well-known and outspoken former head of Germany's employers federation BDI.
ASIA
Has the time for BoJ talk passed? – alphaville
/ FT
BoJ
governor nominee Haruhiko Kuroda has already been fairly clear that he wants to
expand the asset-purchasing programme, and buy longer-term bonds. So how
significant are his Draghi-sounding "whatever we can do" comments,
really?
WEEK AHEAD
Euro zone week ahead – MacroScope
/ Reuters
Italy and ECB, and bond yields
Highlights for the Week Ahead: Central Banks
Dominate – Marc
to Market
Three main
items stand out: service sector purchasing managers surveys, five major central
bank meetings, and the US employment data.
Event risks fast and furious this week – TradingFloor
John J.
Hardy: EURUSD is slipping at the 1.30 level and GBPUSD at 1.50 ahead of ECB and
BoE meetings on Thursday. We also have the RBA up tonight and BoC on Wednesday and
much more in an action packed week for FX.
11 central bankers this week will tell FX how
they're left – TradingFloor
Ken Veksler:
A nervously quiet start to European trading this morning as London traders try
to make sense of last Friday's close, not to mention the rather hefty dip taken
in the Asian and, particularly, Shanghai indices over the Sunday open.
Previewing The Key Macro Events In The Coming
Week – ZH
by Goldman
Sachs
OTHER
Is this 2011 all over again? – Humble
Student
I am not a
big believer in market analogues, but the current environment bears an eerie
resemblance to the summer of 2011.
The Stress Indicators
are feeling stressed – TradingFloor
Steen Jakobsen: The Stress Indicators is showing more
stress - more and more charts are moving above their medium-term average and
Gasoline is taxing US consumers.
IN FINNISH
”Valitsen euron
hajoamisen mieluummin kuin liittovaltiokehityksen” – TE
Vanha demarivaikuttaja Seppo Lindblom valitsee mieluummin
valitsee euron hajoamisen kuin jatkuvan liittovaltiokehityksen.
Romaniaa ja Bulgariaa
ei pidä päästää Schengen-sopimuksen piiriin – Eero
Vainio / US Puheenvuoro
Puoluekokous meillä
päättää - tai sitten ei – Juhani
Huopainen / US Puheenvuoro