Previously on MoreLiver’s:
Roundups
News
roundup – Between
The Hedges
The 6am Cut
London – alphaville
/ FT
Emerging
Markets Headlines – beyondbrics
/ FT
MORNING BRIEFINGS
The market
is expecting weak numbers for the services sector in Britain and retail sales in the Eurozone
today. By contrast, the ISM Manufacturing Index for the US is projected to deliver another
round of upbeat news.
Market Preview: Eurozone concerns re-emerge;
services PMIs eyed –
TradingFloor
European
markets are expected to open almost flat Tuesday. Markets remains cautious amid
renewed concerns about the political situation in Spain and Italy. Investors will keep a tab on
services PMI data across Europe and the US due later today.
Danske Daily – Danske
Bank (pdf)
US and
Asian stock markets have dropped on the back of increased political worries in Spain and Italy. European shares saw major
corrections in yesterday’s trade. The euro has been hit by the renewed
political worries, which have also pushed down US bond yields, while Spanish and
Italian yields have spiked. The Reserve
Bank of Australia this morning kept its key policy
rate unchanged at 3% but signaled that it might cut rates if the economy
weakens. The Aussie dollar weakened on
the back of the decision. Market movers today: Focus on service PMI in the eurozone and ISM non-manufacturing
in the US. Focus
on eurozone politics is back keep an eye on Spain and Italy.
Aamukatsaus – Nordea (pdf)
Kiinan palvelusektorin mieliala piristyi * Loppuviikosta
väännetään EU:lle budjettia vuosille 2014–2020 * Huolet Espanjan poliittisesta
tilanteesta painoivat euroa
Aamukatsaus – Tapiola
(pdf)
Etelä-Eurooppaan palannut poliittinen epävarmuus painoi
osakemarkkinoita. YIT suunnittelee jakautumista kahdeksi listatuksi yhtiöksi. Osakefutuurit
nollassa nyt aamulla - indikoiden tasaista avausta pörssiin. 4Q12 tuloksia:
Kesko, Neste Oil, YIT, Wulff Group, Vacon. Eurooppalaisten osakesektori-ETF:ien
seuranta: Pääomavirrat keskittyivät riskisimpiin osakesektoreihin.
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
EUROPE
We suspect
the flare up in political tensions is noise and that the underlying signal
generated by the OMT backstop (which is the inducement cited by some of the
world's largest money managers for returning to the European debt market) and
the more recent passive tightening of monetary conditions in Europe will continue to underpin the
euro.
Political
risk has been on the rise again in Spain and Italy lately, serving as the latest
reminder that the risks inherent in these countries have by no means gone away.
IN FINNISH
Suomen talouden madonlukuja
sijoitusammattilaisen analyysissä – euro tulee ja euro tappaa – tyhmyri
Miksi eurokriisi palaa ja todennäköisesti
entistä suuremmalla voimalla?
– tyhmyri
Epäolennaisuuksien Eurooppa – Henri
Myllyniemi / Piksu