Google Analytics

Thursday, July 25

25th Jul - US Open: Terrible Eurozone data



Previously on MoreLiver’s:

Follow ‘MoreLiver’ on Twitter or Facebook

Roundups & Commentary
Frontrunning – ZH
Overnight: Ugly Start As Sentiment Crunched On Cracked Credit Creation In EuropeZH
The Lunch Wrap – alphaville / FT
Emerging N.Y. headlines – beyondbrics / FT
Midday Express (EU daily news) – Europa
Daily press summary – Open Europe

Morning MoneyBeat: Another Bear Bites the Dust – WSJ
Morning Bond Update – TradingFloor
More News, but Broad FX Consolidation Continues – Marc to Market


EUROPE
BoE preview: Waiting for forward guidance – just a little bit longerNordea

Debt problems in Europe extend beyond the headline figuresOpen Europe

Interview: Prof. Bernd Lucke, leader of Germany's anti-euro party AfDOpen Europe

Spanish Unemployment Falls as Rajoy Sees Growth ReturnBB

German Ifo expectations almost unchanged Danske Bank (pdf)
Still points to growth around 0.5% q/q in Germany

  ECB
Monetary Developments JuneECB (pdf)

M1 sends strong growth signal but bank lending continues to contractDanske Bank (pdf)

ECB Says Bank Loans to Private Sector Shrink Most on RecordBB
Loans to the private sector dropped 1.6 percent from a year earlier. That’s the 14th monthly decline and the biggest since the start of the single currency in 1999.

Euro zone credit slump deepens in June as loans to business shrinkReuters
Loans to private sector shrink 1.6 pct * Weak lending figures highlight impediment to recovery * ECB meets next week, no change in rates expected

How Spain Just Made Mario Draghi's Nightmare WorseZH

ECB preview: More clarity on forward guidance?Nordea

OTHER
A different multiplierButtonwood / The Economist
Forward guidance is the new big hope of monetary policy; the theory is that, by bringing certainty to businesses and consumers, it gives them confidence about the future. And confidence generates economic growth.

FINNISH
Vähittäiskaupan pikaennakko: myynti laski kesäkuussa 1,3% y-o-yTilastokeskus

Uusia yrityksiä perustetaan entistä vähemmänTilastokeskus