Google Analytics

Thursday, May 9

9th May - EU Open



House Speaker John Boehner warned that the U.S. government must balance its budget. “We have spent more than what we have brought into this government for 55 of the last 60 years. There’s no business in America that could survive like this. No household in America that could do this. And this government can’t do this.”

Think about that for a second. Do you find the logic appealing?


Previously on MoreLiver’s:

Follow ‘MoreLiver’ on Twitter or Facebook

Roundups
News roundup – Between The Hedges
The 6am Cut London – alphaville / FT
Emerging Markets Headlines – beyondbrics / FT
Asia Morning MoneyBeat – WSJ
Europe Morning MoneyBeat – WSJ

MORNING BRIEFINGS
3 Numbers to Watch: ECB Bulletin, UK Ind. Pro., US Jobless ClaimsTradingFloor
The ECB Monthly Bulletin is updated today, along with the latest estimate on UK industrial production. Later, the crowd will be closely watching today’s US jobless claims number after last week’s bullish update.

Market Preview: ECB monthly report and BoE meeting in focus TradingFloor
European markets are likely to open mostly firmer on Thursday ahead of the ECB's monthly report. The Bank of England's interest rate decision later in the day is also likely to hold market interest. Meanwhile, Chinese CPI accelerated in April.

Danske Daily – Danske Bank (pdf)

Aamukatsaus – Nordea

Aamukatsaus – Tapiola (pdf)


MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat

EUROPE
Is France a ‘Peripheral’ Country?PIIE
A few weeks ago Reuters reported that the French finance Minister, Pierre Moscovici, fell asleep during the final late night negotiations over the Cypriot bank bailout on March 24. It apparently fell to the International Monetary Fund (IMF) managing director, Christine Lagarde—a former French finance minister herself—to wake him up.

UNITED STATES
Core PCE measure gives the Fed green light to proceed with its programSober Look
The relative importance of “core” components of CPI inflation has dropped by about 2 percentage points since 2010, while remaining steady in PCE inflation. This has the effect of increasing the relative importance of housing prices in core CPI.