Previously on MoreLiver’s:
Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
The Closer – alphaville
/ FT
US: Surprising Late-Day Slump Extends Dow To 5-Day Losing Streak – ZH
EUROPE
Euro area adjustment in a low inflation
environment – Bruegel
Good news from the Eurozone … or is it? – The
Conversation
UNITED STATES
Will Fed Minutes Support Market Expectation of
September Taper? – WSJ
White House wants pushover bubble-watching Fed
chair who would be fun to have a beer with during a crisis – alphaville
/ FT
Learn to stop worrying and love (moderate)
inflation – Noahpinion
The Federal Reserve's
unprecedented programs of Quantitative Easing have not, as many predicted,
resulted in substantially increased inflation. But I view this as a failure of
the policy, not a success.
Tomorrow's Fed Minutes – Bespoke
So far in 2013, days
where the Fed has released the minutes from a prior meeting have not exactly
been positive for the market.
Chart du jour, Bernanke’s record on inflation
edition – alphaville
/ FT
OTHER
EM Bond Snapshot - August 2013 – Danske
Bank (pdf)
US has the most
overpriced stock market on the planet, and several Asean markets entered the
summer looking overpriced. Most of the rest of the world looked cheap (which
makes sense given the continued bearishness and uncertainty post-crisis), while
the most compelling value opportunities are in Greece and the rest of peripheral Europe, more surprisingly Austria, and intriguingly Japan. China and Brazil also look cheap on this metric
10 top global commodity trading firms: Smart
money or bad boys? – All
About Alpha
FINNISH
Asuminen käy yhä raskaammin lompakollesi –
eikä loppua näy – Verkkouutiset
Synkeä ennuste: Palvelujen kasvu jää nollan
vaiheille tänä vuonna
– Verkkouutiset
Valtiomiesharha ja leikkaustalkoot – Jussi Nuortimo
Poliittinen journalismi – Saloniemi
Yle Uutiset
julkaisi oikein pääuutisena gallupin, minkälaisiin rakenteellisiin uudistuksiin
suomalaiset olisivat valmiita. Lista olikin vallan kattava:
Onko pääkaupunkiseudulle syntymässä
asuntokuplaa? – Lars
Stormbom / Piksu
Onneksi ei
asunnon ostaminen ole omalla kohdalla ajankohtaista. Sjoitusasuntoihin en tällä
hetkellä uskaltaisi tarttua pihdeilläkään.
Kauppinen, töihin. Rehnilllä on asiaa. – Juhani
Huopainen / US Puheenvuoro