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Wednesday, April 17

17th Apr - US Close



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EUROPE
Breaking Up Won’t Be Too Hard for Germany WSJ
…at least according to Germany’s newly founded AfD anti-euro party, which is wooing voters from Angela Merkel’s conservative camp and could—by a long shot—help push Ms. Merkel out of the chancellery this fall.

Protecting the eurozone at all costs is undermining IMF’s validityThe Telegraph
Of all the international organisations to have emerged from the ruins of the WWII, the IMF, which holds its spring meeting this week, can reasonably claim to be one of the more successful.

EU kills the patient againalphaville / FT
Essentially, the parliament refused to deviate from the scheduled release of new emissions allowances, even though prices had already crashed because economic growth has been slower than was expected.

Remain Calm: Europe Is Still on TrackPIIE
European short-term economic growth prospects remain weak because of rampant fiscal consolidation, private sector deleveraging, and the temporary unsettling effects of structural reforms. But European leaders continue to take important and constructive decisions on bailouts and the banking union, suggesting that recovery will eventually get on track.

EU 'losing £4 billion of taxpayer cash to fraud'The Telegraph
Peers on the European Union Select Committee found fraud against the taxpayer could be up to 12 times worse than Brussels officials will admit.

  ECB
How can the ECB fight fragmentation of the eurozone?Gavyn Davies / FT
 
Great Graphic: Another Look at the EMU Transmission MechanismMarc to Market

Jens Weidmann Q&AWSJ
German Bundesbank President sat down with WSJ and addressed the economic outlook, upcoming meetings of the International Monetary Fund and the recent bailout of Cyprus.

  PIIGS
Olli Rehn, Cyprus and fruit: reexamining the costsBrussels blog / FT
During a debate in the European Parliament this morning, Olli Rehn, the European Commission’s economic chief, got roughed up by MEPs lambasting the handling of the €10bn Cypriot bailout by the so-called “troika” of international lenders, of which the Commission is a member.

EU leaders under fire over Cypriot 'fiasco'euobserver

Cyprus Parliament To Vote On Bail-out After All: Fire And Brimstone Threats BeginZH
Cyprus‘ parliament must ratify a 23-billion-euro (30.3 billion dollar) international bailout deal in order for it to become valid, government spokesman Christos Stylianides said on Wednesday.

UNITED STATES
Bullard Concerned About Low InflationTim Duy’s Fed Watch

Fed’s Beige Book: District-by-District SummaryWSJ
Fed's Beige Book: Economic activity expanded at "moderate" paceCalculated Risk

ASIA
China’s credit-to-GDP ratio, updated (and why it matters)alphaville / FT
A couple of commenters were wondering why credit-to-growth ratio (or credit-to-GDP if you prefer) is important anyway. We think there are a few good reasons as to why.

Ten ways to tell whether Abenomics is workingBreakingviews / Reuters

OTHER
(charts) Market Update: The Denial UnwindZH

FINNISH
Näin Suomen kriisitaakka kasvaa taas vaivihkaaJan Hurri / TalSa
Euromaat ovat taas sopineet kriisitoimien tuntuvasta kasvattamisesta tavalla, joka maksaa miljardeja mutta jonka kustannuksia ei ole tarkoitus oivaltaa. Samaan aikaan kriisitoimien taakka siirtyy niin ikään vähin äänin yhä yksipuolisemmin euromaiden kontolle. Suomi kuuluu vaivihkaisten kriisitoimien kustantajiin.

Loppu tukipakettipolitiikalleOlli Immonen (PS) / US Puheenvuoro

Hallituksen linja on (tai oli) Soinin linjaLasse Männistö (KOK)
Tänään eduskunta käsittelee jälleen yhtä lukuisista opposition tällä hallituskaudella tekemistä välikysymyksistä. Aiheena oli Kypros ja sen tukipaketti. Minulla oli kunnia, ensimmäistä kertaa, pitää täysistunnossa Kokoomuksen eduskuntaryhmän ryhmäpuheenvuoro.