Previously on MoreLiver’s:
Roundups
News roundup – Between The
Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
MORNING BRIEFINGS
3 Numbers to Watch: EU retail sales, US jobs
and trade balance – TradingFloor
The US employment report is the chief event of the
day even though the headline unemployment rate is distorted by several factors.
The agenda also includes Eurozone retail sales and the US trade balance.
Market Preview: EU retail sales and US non-farm
payrolls in focus – TradingFloor
European markets are
likely to open mostly flat Friday. Traders will keep an eye on today's US non-farm payrolls data for hints on
developments in the US labour market. EU retail sales and German
factory orders will also be in spotlight.
Danske Daily – Danske
Bank (pdf)
ECB keeps rates
unchanged but holds the door open for further easing. BoJ’s aggressive move has
put downward pressure on global bond yields. Focus on US employment report – we
expect job growth above 200K in March
Aamukatsaus – Nordea (pdf)
EKP:n koronlasku
häämöttää * Valmistaudu heikkoon työllisyysraporttiin USA:sta * EURUSD selvään
nousuun EKP:n kokouksen ja USA:n työttömyysdatan jälkeen
Aamukatsaus – Tapiola
(pdf)
Hallitus muutti eilen veroesitystään mm.
listattujen yhtiöiden maksamien osinkojen osalta. Aamukatsauksessa tarkemmin
vaikutuksia Suomi-osakkeisiin. Osakemarkkinoilla epävarmaa nousua. Japanin keskuspankin
voimakas elvytyksestä tukea, EKP:lta olisi toivottu voimakkaampia toimia tai
kommentteja. Tänään julkaistaan USA:n työmarkkinaraportti maaliskuulta. Osakefutuurit
lähes nollassa, ennakoiden tasaista avausta pörssiin.Osinkoja irti osakkeesta
tänään: Neste Oil EUR 0.38, UPM EUR 0.60, PKC Group EUR 0.70.
EUROPE
To avoid another Cyprus
style crisis, the EU must understand how it helps to create tax havens – Europp
/ LSE
A banking union for the Eurozone – voxeu.org
The Cyprus debacle highlights the need for, and
difficulties with, a Eurozone banking union. This column argues that, to make a
union, you need three crucial ingredients: common regulation, common
restitution and common insurance. The power to control and the resources to
rescue must work in parallel. Eurozone leaders have taken the first critical
steps, but the single currency will never be solid until the banking union is
in place.
UNITED STATES
Fed's Fisher: "Too-Big-To-Fail Regulation
Should Be Written By A Sixth-Grader" – ZH
ASIA
Abe surprised me! – Noahpinion
Nikkei Soars, Japanese Bond Yields Collapse On
BoJ Front-Running – ZH
Biggest JGB Price Collapse In Over 10 Years
Triggers TSE Circuit Breakers –
ZH
OTHER
Commodities Update - Yet to
return from holiday – Danske
Bank (pdf)