Roundups &
Commentary
Frontrunning – ZH
The Lunch Wrap – alphaville
/ FT
EU daily news – Europa
Daily press summary – Open Europe
German government seeks to push discussion of
third Greek bailout out of election campaign; SPD Chairman: Merkel has already
agreed to a debt union via the ECB
Morning MoneyBeat: Fed Minutes Leave Questions Unanswered – WSJ
Morning Bond Update – TradingFloor
Dollar Recovery Extended – Marc
to Market
EUROPE
Markit PMIs signal European recovery – TradingFloor
Juhani Huopainen: Markit
purchasing manager indices suggest the European recovery is now a fact, but the
growing divergence between France and the rest of Europe could hurt the political process toward a
federal Europe.
Viewpoint – EUR Liquidity Watch – Nordea
(pdf)
Autonomous factors to
play an important role going forward * Fixings turning more volatile * Short
EONIAs pricing too aggressive tightening. While liquidity draining has slowed
in the Euro zone, fixings and short rates have been more volatile since the
repayments of the LTROs started.
Saxo CEO: The doomed euro is good for trading – TradingFloor
Quant Corner: Conviction list on European
non-financials – TradingFloor
Contrary to popular opinion, Europe has
not seen a sharp rise in far-right support since the start of the crisis – Europp
/ LSE
GREECE
Germany
finally admits to a third Greek bailout, but what form might it take? – Open
Europe
UNITED STATES
Fed Tapering: ‘The Curtain is Closed and All
Questions Remain Open’ – WSJ
ASIA
The current rout of
Asian currencies is not a repeat of the 1997-98 Asian crisis for a number of
reasons.
FINNISH
Järjetön meno jatkuu niin kauan kunnes rahat
oikeasti loppuvat – Tyhmyri
Jyrki Katainen esittää EU:lle direktiivien
purkamistalkoita – Verkkouutiset
Valtio velkaantuu huimasti luultua enemmän – HS
Valtion
tulot ovat romahtamassa tänä vuonna. Jo kertyneiden verotulojen ja loppuvuoden
näkymien perusteella valtiovarainministeriö (VM) uskoo, että kuluvan vuoden
alijäämä on noin 9 miljardia euroa.
Velka tuhoaa Suomen maineen – HS