Special: German Elections 2013 (updated)
Roundups &
Commentary
Frontrunning – ZH
Overnight: Tyler Durden's picture
Friday 13th Markets Jolted By News Summers Appointment Coming As Early
As Next Week – ZH
The Lunch Wrap – alphaville
/ FT
Emerging N.Y. headlines – beyondbrics
/ FT
EU daily news – Europa
Daily press summary – Open Europe
Morning MoneyBeat: The Downside of Rising Optimism – WSJ
Position Adjusting Ahead of the Weekend – Marc
to Market
EUROPE
Nigel Farage Slams Barroso's European
"Disaster" – ZH
Barroso says crisis spawned fresh EU debate – euobserver
EU commission head
Barroso has said his State of the Union speech laid out a pro-European
narrative for political groups in next year's elections.
Achieving a single
market for digital services requires a bold and coherent strategy. The European
Commission should make clear that it prioritizes end-customers, whether they
are citizens or businesses, for whom telecommunications is a primary means of
fostering social cohesion within Europe and
enhancing economic growth.
PIIGS
Could the decline in Spanish house prices be
bottoming out? Not just yet...
– Open
Europe
UNITED STATES
Five Least Bad Reasons for the Fed to Taper Now – View
/ BB
RETAIL
SALES AUGUST
Miss expectations,
point to slow growth – Reuters
Increased 0.2% in
August – Calculated
Risk
Miss, Ex-Auto
Virtually Unchanged; Building Materials, Clothing Sales Decline – ZH
Grew Less Than
Forecast – BB
ASIA
China’s financial paradox: rescue or reform? – Breakingviews
/ Reuters
Reform demands that
the authorities relax their grip on banks and capital flows. But if they do, it
could trigger the debt crisis the country has so far avoided.
OTHER
Strategy: Relief in risk markets – not least
emerging markets – Danske
Bank (pdf)
Yield Forecast Update
- Time for consolidation before moving higher – Danske
Bank (pdf)
FINNISH
Kilpailukyvystä,
palkoista ja osingoista – Valtteri
Aaltonen / US Puheenvuoro
Kokoomusnuoret
ja huoneessa oleva talouspoliittinen norsu – ei sanaakaan eurosta tai
rahapolitiikasta – tyhmyri
Maksutase heinäkuussa 2013 – Suomen
Pankki
Teollisuuden liikevaihto supistui
huhti-kesäkuussa lähes 5% YoY – Tilastokeskus
Palvelualojen liikevaihto kasvoi huhti-kesäkuussa
2,2% YoY – Tilastokeskus
Muiden rahoituslaitosten antolainauskanta 7
miljardia euroa kesäkuussa – Tilastokeskus
Inflaatio hiipui
elokuussa 1,2 prosenttiin – Tilastokeskus