Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
The Closer – alphaville / FT
US: Stock Bulls
Pleased, Shorts Squeezed, Bond Bulls Teased– ZH
EUROPE
Italy's Challenges Mount – Marc to
Market
The Complete German Election Preview: The
Worst Case Scenario – ZH
European Union: A catatonic power – Presseurop
Whether it’s about
coming up with a common position on the Syrian conflict or defending its
conquests in the area of new technologies, Europe seems unable to respond to
the challenges of the world. Is it still capable of a turn-around?
Is the Riksbank neglecting the price-stability
objective, counteracting full employment, and increasing household debt? – voxeu.org
Sweden’s average
inflation has consistently undershot its inflation target. This column argues
that this has led to higher average unemployment and a higher household-debt
ratio. Lars E.O. Svensson, a former Deputy Governor of the Riksbank, argues
that Sweden’s central bank is not fulfilling its mandate.
UNITED STATES
Fed’s Williams Says to Spot Bubbles Throw Out
Idea Investors Are Rational – WSJ
Fed Uberdove Admits Policy Causes Asset
Bubbles (And They're Here To Stay) – ZH
Fed’s Williams: Closer to Fed’s Marker of ‘Substantial
Improvement’ in Labor Market –
WSJ
2008 REVISITED
This Day in Crisis History: Sept. 9, 2008 – WSJ
2008 financial crisis: Could it happen again? – USA
Today
Financial Crisis: Lessons of the Rescue, A
Drama in Five Acts – WSJ
EMERGING MARKETS
Emerging Markets Preview of Key Data and Policy
Meetings – Marc
to Market
The IMF knows that the Fed is playing with fire
in emerging markets – The
Telegraph
Listen to the IMF's
Christine Lagarde very carefully… She warned over the weekend that Fed tapering
could ricochet back into the US economy if handled carelessly.
Next stop, dishwashers – alphaville
/ FT
Team at Goldman are
trying to give a sense of where different countries stand on this “Ladder of
Spending,” using 2012 data.
SYRIA
Syria hardly has any oil. So why does it matter
so much to oil markets? – Wonkblog
/ WP
1) Markets are worried
about the prospect of wider war. 2) Markets aren’t just worried about Syria.
They’re also worried about Libya, Iraq, and Egypt 3) The world can’t deal with minor oil
disruptions as well as it used to.
Insecurity Drives China’s Syria Policy – The
Diplomat
Syria and the World Oil Market – EconoMonitor
Why Syria Could Become More Nasty Than Iraq or
Libya – Econmatters
OTHER
New Financial Forecasts – Nordea
(pdf)
Or read the summary.
Key Events And Issues In The Coming Week – ZH
FINNISH
Salattu
muistio valottaa Koiviston tuomioistuin-kritiikkiä pankkikiistoissa – YLE
Mitä presidentti Koivisto puhui tuomareille
Presidentinlinnassa 6. toukokuuta 1992? Koiviston on väitetty tilaisuudessa
painostaneen tuomioistuimia tekemään pankeille edullisia ratkaisuja pankkien ja
velallisten oikeuskiistoissa.
"Koiviston
konklaavin" osallistujat muistelevat: näin presidentti fundeerasi – YLE
Yle Uutiset on haastatellut useita presidentti
Mauno Koiviston järjestämään oikeuspoliittiseen keskustelutilaisuuteen
osallistuneita tuomareita ja oikeusoppineita.
Koiviston
konklaavi 1992 - irvokas näytelmä oikeusvaltiossa – Jyrki
Virolainen
"Saksan
malli on katastrofi" – Paavo
Teittinen / TalSa
Saksan malli herättää kateutta muissa
euromaissa. Maan valtiovarainministeriön entinen korkein virkamies kertoo
Taloussanomille, mitä mieltä hän on kotimaansa talousmallista ja sen
sopivuudesta Suomelle.
Eurokriisi
ei ole ohi – Jussi
Niinistö / US Puheenvuoro
(itse kirjoituksessa ei uutta, mutta
jälkikeskustelu hyvää)
Eläkeikä
noussut reilusti yli tavoitteen – Tilastokeskuksen
blogi
Euroopan
pankkisektori on yhä liian suuri – SK