During the weekend on MoreLiver’s:
Off-Topic & Finnish (anything else but markets)
Economics & Markets (for wonks)
Weekly Support (weekly previews and reviews)
Best of the Week (what I liked during the past week)
Roundups
News
roundup – Between
The Hedges
The 6am Cut
London – alphaville
/ FT
Emerging
Markets Headlines – beyondbrics
/ FT
MORNING BRIEFINGS
3 Numbers to Watch: French industrial
production, EURUSD & EURGBP – TradingFloor
An update
on industrial production for France is the only major economic news for
Europe today, which means that the EURUSD
and EURGBP face a trading day that may be overly dependent on one number.
Market Preview: EU finance ministers meeting in
the spotlight – TradingFloor
European
markets are expected to open flat Monday, but will keep an eye on the Eurozone
finance ministers meeting later today to discuss aid to Greece and Cyprus. Meanwhile, EU leaders reached a
deal on the region's 2014-20 budget on Friday.
US equities rose and S&P500 ended
the week higher for the sixth consecutive week. EU leaders managed to reach a
seven-year budget deal. Most markets in Asia are closed due to public holidays.
Aamukatsaus – Nordea
(pdf)
Ruotsin keskuspankilta odotellaan koronlaskua * Euroalueen
BKT-luvut huomion keskipisteenä * Öljyn hinta nousi korkeimmilleen yhdeksään
kuukauteen
Aamukatsaus – Tapiola (pdf)
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
EUROPE
Euro Ministers Seek
New Crisis Momentum as Unrest Returns – BB
Ministers from the 17-member euro area meet in Brussels to
discuss aid to Cyprus and Greece as a tightening
election contest in Italy and a
political scandal in Spain disrupt
market calm. Group of 20 finance chiefs and central bankers will gather in Moscow later
this week.
Breakthrough at EU budget summit – euobserver
European
Union leaders are ready to cut spending in the coming seven years, with
agriculture and cohesion to take the biggest hits. The cuts would be a first in
the bloc's six decade history.
IRELAND
Ireland has
reached a debt-relief deal that, in principle, could serve as a precedent for
European leaders in their dealings with other financially troubled governments.
All you have to do is ignore the details of how it happened.
Doubts still on euro
zone recapitalization for Irish banks: central bank – Reuters
Moves to allow euro zone rescue funds such as the ESM
to directly recapitalize a member nation's banks are 'encouraging', but a big
question mark remains over whether they will apply retrospectively to the likes
of Ireland, the
country's central bank governor said on Sunday.
ITALY
Berlusconi Ally May
Seek Local Currency for Use Alongside Euro – BB
Silvio Berlusconi’sbiggest political ally in the
campaign for Italian parliamentary elections said he may support a plan to
create a local currency that could be used alongside the euro in the region of Lombardy.
ECB’s Visco Says Some
Italian Lenders Still Need More Capital – BB
Italy is mired
in its fourth recession since 2001 as Prime Minster Mario Monti’s policies to
contain the budget deficit curb domestic demand. Unemployment was at the
highest in more than 13 years in December and consumer confidence fell in
January to the lowest level since at least 1996.
OTHER
'Cleanest Dirty
Shirt' Or Greatest Fool Standing? – ZH
Inflation,
Mean-Reversion, And 113 Years Of Bond & Stock Returns – ZH
Not all "risk
assets" are created equal – Sober
Look
2013 Investment
Themes – John
Mauldin / The Big Picture
Key Events In The
Coming Week And Complete February European Calendar – ZH
IN FINNISH
Suomi, pohjolan ylpeä nettomaksaja – Perttu
Hilman / IL blogit
Japanin julkinen sektori tukee
tietoisesti ja avoimesti pieniä yrityksiä julkisissa hankinnoissa – toisin
meillä Suomessa – tyhmyri