Roundups &
Commentary
Frontrunning – ZH
Overnight: Yen Soars Most In Over Three Years, Nikkei Futures Plummet – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
Daily press summary – Open Europe
Morning MoneyBeat: Is Bernanke Blowing Bubbles? – WSJ
Morning Bond Update: Core bonds are being hit – TradingFloor
Yen Rallies, Dollar-Bloc Sinks, Stocks Slide--Tumultuous Tuesday – Marc
to Market
Morning Briefing
(EU/US) – BNY
Mellon
The
longevity of the CHF cap has dealt the SNB a problem that has seriously limited
its room for manoeuvre
EUROPE
Nordic Corporates Embrace the Bond Market – WSJ
Guest post: Regrets, IMF had a few – alphaville
/ FT
The IMF’s “ex post
evaluation” of its involvement in the Greek bailout continues to generate
debate over the weaknesses revealed. Gabriel Sterne, a senior economist at
Exotix with two decades of public sector experience including at the IMF,
argues that the issues for the fund go much deeper.
GERMAN
CONSTITUTIONAL COURT
ASIA
Don’t mention the R word – alphaville
/ FT
That’s recession and
the merest hint of the word sends Australian policymakers in to paroxysms of
anger.
OTHER
Equities Outside US Are Sending A Message – Short
Side of the Long
EM FX monocle –
Confidence is everything – Nordea (pdf)
FINNISH
Alhainen
työllisyys tuhoaa hyvinvointivaltion – siksi vasemmiston pitäisi olla
kauhuissaan työttömyydestä – tyhmyri