Special: German Elections 2013 (updated)
Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Daily Risk Monitor – Global
Macro Monitor
The Closer – alphaville / FT
US: Precious Metals Monkey-Hammered As Equity Winning Streak Ends With A
Thud – ZH
EUROPE
Italy floated plans to leave euro in 2011,
says ECB insider – The
Telegraph
Draghi's Termination Of Berlusconi Explained:
Sylvio Threatened To Leave Euro
– ZH
Silvio Berlusconi
seriously floated plans to pull Italy out of the euro in October/November 2011,
precipitating his immediate removal from office and decapitation by EMU policy
gendarmes.
Euro Area Finance Ministers Meet Tomorrow: No
Exit – Marc
to Market
Reports suggest the
ECB has discussed a new long-term repo operation (LTRO)…Existing aid programs
for Greece and Cyprus will be discussed…A Troika mission is headed
for Portugal next week… Meanwhile, the ECB continues to
wage a quiet campaign for ESM assistance for Slovenia.
ECB Vs European Commission Over Deficit
Reduction – WSJ
In a study published
in the bank’s monthly bulletin, the ECB outlined several critiques of how the
Commission now assesses deficit-reduction efforts.
GERMANY
Merkel's Mounting Imbalances – ZH
Merkel may find
rebalancing the German economy, as its reliance on exports increases, harder
than ever.
Germany is
being crushed by its export obsession – The A-list
/ FT
If Germany’s economic model is the future of Europe, we should all be quite troubled. But that is
where we seem to be going.
UNITED STATES
Fed Tapering May Not Equal Dollar Strength – WSJ
EMERGING
Don’t Blame Fed for Emerging Market Weakness – WSJ
EMEA Weekly, Week 38 – Danske
Bank (pdf)
Guest post: negative sentiment on EM is
overblown – beyondbrics
/ FT
EM debt – still alive and kicking – beyondbrics
/ FT
FINANCIAL CRISIS FIVE YEARS
After Lehman: What Was Your Five-Year Plan? – WSJ
The Financial Crisis Five Years Later – US
Treasury
Response, Reform, and
Progress In Charts
No, Economics Is Good for Lots of Things – Noahpinion
Five Years On, Confidence Still Lacking in
Conflicted Ratings System – WSJ
Embracing Wynne Godley, an Economist Who
Modeled the Crisis – NYT
Washington & Wall Street: Lehman Brothers
and the Failure of Regulation –
Breitbart
History of the Financial Crisis: Mid-2007 to
2010 – The
Big Picture
FINNISH
Hetkeni
kokoomusnuorena – HS
Ykkösaamu:
Onko kokoomusnuorista tullut perussuomalaisten puisto-osasto? – YLE
Tämä on
yksityisen sektorin kriisi – TE
Eläkeneuvottelut
alkavat näillä näkymin marraskuussa – AL
Hallitus
ja pankit eri mieltä pankkikriisien ratkaisemisen ylimmästä päätösvallasta – Verkkouutiset
Europarlamentti
tukee yhteistä pankkivalvontaa – Verkkouutiset
Suomalaisille
oikeus hakeutua hoitoon muihin EU-maihin – Verkkouutiset
Myös muista EU-maista tulevat
potilaat voisivat hakea terveyspalveluja Suomesta. Direktiivi velvoittaa
kohtelemaan näitä henkilöitä samalla tavalla kuin suomalaisia....tulossa
voimaan vuoden 2014 alusta.