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EUROPE
France: Tangled Web – Marc to
Market
France is
in a difficult position. It has not had
a sufficient spur to reform, despite the platitudes by both Sarkozy and
Hollande.
Juncker
responds to Luxleaks tax scandal – Open
Europe
EUROPEAN CENTRAL BANK
Monthly
Bulletin, November 2014 – ECB
The
financial vulnerability of euro area households – ECB
Evidence
from the Eurosystem’s Household Finance and Consumption Survey
Early
warning indicators for fiscal stress in European budgetary surveillance – ECB
Mario
Draghi: The economic policy of Federico Caffè in our times – BIS
Speech to
mark the centenary of the birth of Federico Caffè at the Lecture room of the School of Economics and Business Studies "Federico
Caffè", Rome, 12 November 2014.
ASIA
Spreading
deflation across East Asia threatens fresh debt crisis – The
Telegraph
Asia's
currency skirmishes are happening in a region of festering grievances and
territorial disputes, with no Nato-style security structure to dampen down
fires
China:
October data weaker than expected but signs of stabilisation in investments – Danske
Bank
Steen's
Chronicle: Australia – the (unlucky) ones? – TradingFloor
Australian
economy overly dependent on dividend yields * Chinese investment, housing
bubble insulated Australia from the global crisis * 2015 likely to see a move
from dividend-paying blue chips into resources
OTHER
Daily
Central Banks – WSJ
Douglas’
Take: BOE Needs Faster Wage Growth to Hit Target * Lew Warns Europe Risks ‘Lost
Decade’ of Economic Growth * Draghi Says ECB Open to New Measures to Increase
Inflation * Forex Probe Exposes BOE Era of Cozy Bank Relations * BOJ’s Sato
Sees Inflation Expectations Rising
Daily
Macro – WSJ
Dribs and
drabs of data out of Asia and Europe show that the world outside North America
continues to struggle with growth. Chinese numbers were soft across a range of
consumer and industrial indicators, while eurozone consumer price figures
underscored the presence of deflationary pressures there.
Danske
Daily – Danske
Bank
FI
Eye-Opener: Closely monitoring those inflation expectations again – Nordea
German
yields fall – bonds to remain supported today. European equities with more
sizable losses. Chinese economic data below expectations. Italian electoral
reforms take a step forward. Covered bond issuance picking up. Falling
inflation expectations in the cards again? Lively issuance activity continuing.
Group of
Twenty IMF Note — G20 Leaders' Summit – IMF
Fifteenth
Jacques Polak Annual Research Conference: "Cross-Border Spillovers" – IMF
FINNISH
Suomi menettää painoarvoaan EU:ssa – HS
Suurten jäsenmaiden vaikutusvalta kasvaa, kun äänestyssäännöt
muuttuvat
Tappaako Saksa euron – pakottamalla jonkun muun eroamaan
– Tyhmyri
Aamukatsaus – Nordea
BoE laski inflaatioennustettaan | Venäjän BKT:n kasvu vielä
plussalla | Kiinan talousdata jäi odotuksista
Unionin tapa – Sampo Terho