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Monday, October 28

28th Oct - Monday's light links




Previously on MoreLiver’s:

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EUROPE
Germany Should Focus on Its Own Reforms View / BB
Germany may be the export success story that other countries want to emulate, but that powerful narrative hides weaknesses -- aging highways and rail networks, subpar technology investment, poor demographics -- which need to be addressed now, if the country is to avoid stumbling later on. After all, it was only in the 1990s that Germany was being called “the sick man of Europe,” and it can happen again.

The ‘official’ cost of austeritymainly macro
What ended the EZ crisis was not austerity but OMT: if that had been rolled out in 2010 rather than 2012, other periphery countries could also have adjusted more gradually. And of course fiscal consolidation in Germany and some other core countries was not required at all. If instead we had seen fiscal expansion there, to counter the problem of hitting the ZLB, then the overall impact of fiscal policy on EZ GDP need not have been negative.

UNITED STATES
Industrial Output Picks Up But Manufacturing Is Soft – Capital Spectator
Industrial Production increased 0.6% in September – Calculated Risk
U.S. manufacturing production barely rises in September – Reuters
Pending Home Sales Index declines 5.6% in September – Calculated Risk
Pending home sales fall by most in more than three years – Reuters
Pending Sales of Existing Homes Slump by Most in Three Years – BB

OTHER
FX Viewpoint: EUR on a short leashNordea

FINNISH
Työministeri: Maahanmuuttajat työllistyvät liian hitaastiHS
"Käytännössä maahanmuuttajan tie työelämään voi kestää 8–10 vuotta. Meidän on edelleen haettava keinoja, joilla työvoimatoimenpiteitä voidaan monipuolisesti käyttää vielä tehokkaammin maahanmuuttajien työllisyyden edistämiseksi", Ihalainen sanoi. Hän puhui työministeriön uuden kotoutumisraportin julkistamisen yhteydessä.

Pääministerin haastattelutunti: 27.10.2013 – YLE
Katainen: "Jokainen maksaa velkansa takaisin" – Verkkouutiset
Kataisen huoli ei turha, tulos -110% - Verkkouutiset
Kuluttajat pelkäävät työttömyyden lisääntyvän – Tilastokeskus
Yritysten luottamus vahvistui lievästi – EK