Note that everything
Fed-related is in my previous post.
Previously on MoreLiver’s:
Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global Macro Trading
The Closer – alphaville / FT
US: The Deer Returns On Fears Bernanke's Training Wheels Are Coming Off –
ZH
EUROPE
Consumption Gap in Euro Zone Widened in 2012 – WSJ
The gap between
individual consumption in Germany and those euro-zone countries pursuing
austerity programs and undergoing economic contractions continued to widen last
year, according to figures from the European Union's official statistics agency
Wednesday.
China's central bank continues its own snugging operation, keeping the money
market rates at lofty levels.
OTHER
EM sell-off: part 2 – beyondbrics
/ FT
After FOMC: As for EM
debt, Sebastian Azumendi, head of LatAm credit trading at Mizuho, told
beyondbrics: All the Treasuries have fallen apart. Benoit Anne over at Societe
Generale thinks more pain could be on the way.
FINNISH
Hyväuskoinen
innostuja – IL
Jyrki Katainen oli tapansa mukaan fantastisen
innostunut professori Pekka Himasen korkealentoisista ideoista.
Pitkän
linjan talousvaikuttajat rummuttavat eurokritiikkiä – TalSa
Eurokriisi on kestänyt kohta neljä vuotta.
Kriisi on saanut Suomessakin useat eläköityneet virkamiehet kritisoimaan
eurokriisin ratkaisutoimia ja koko rahaliittoa.