Google Analytics

Wednesday, February 6

6th Feb - US Close



Päivän sitaatti Hollanden euron valuuttakurssin sääntelyhaaveista:
Siis vittu ihan oikeasti mitä ääliöitä eurolaivan komentosillalla seisoo...kirjoita ihmeessä tosta johonkin plokiisi. Itse yritän kuitenkin pitää kohtuumaltillista profiilia, mutta kyllä asiakkaani tietävät eurovastaisuuteni, esitän sen "fiksusti" ja maltillisesti - ei ole ainakaan vielä asiakkaat karanneet... – Anonyymi


Previously on MoreLiver’s:

Follow ‘MoreLiver’ on Twitter or Facebook 

Roundups & Commentary
Markets – Between The Hedges
The Closer – alphaville / FT

Tomorrow’s Tape: Jobless Claims, ECB Policy Statement – WSJ
US: Tale Of Two Markets (Again) – ZH
Morning Briefing (Asia) – BNY Mellon
  Putting the Italian general election in context.

EUROPE
OMT: Watchdog for Spreads That Barks but May Not BitePIMCO
Spain's reluctance to come under the OMT umbrella may back fire as the country’s situation is far from being resolved. Spain should apply for OMT support now – delaying entails too many risks.​

EU Budget: Cameron fears commitmentBrussels blog / FT
The big question entering Thursday’s summit is whether Herman Van Rompuy, the European council president, can find the right balance between theUK’s demands for an austere long-term budget and France and Italy’s calls for a more robust one.

French Government Fears 'Social Implosions Or Explosions'Testosterone Pit

Wednesday Humor: German Education Minister Stripped Of PhD For PlagiarismZH

SNS Reaal expropriationbruegel
Should Senior bondholders carry the burden on future bank resolutions?

  ITALY
Italian Bond Yields Spike To 6 Week Highs On Surge In Monte Paschi Loss ExpectationsZH

The Two Scariest Words In Europe: "Silvio Berlusconi"ZH

Monte: oopsalphaville / FT
World’s oldest bank puts out a late-night statement confirming “the presence of errors” in three structured transactions.

UNITED STATES
The most depressing graph in the new CBO reportWonkblog / WP
Yes, the economy has been growing for the last 3½ years. But the “output gap,” the difference between what we’re capable of producing and what we’re actually producing, hasn’t actually closed.

OTHER
2013 Credit Suisse Global Investment Returns YearbookInvestment Europe
Low yields, mean reversion focus (direct pdf)

IN FINNISH
Hollande, pinsetit ja rusinapullaHenri Myllyniemi / US Puheenvuoro

Follow ‘MoreLiver’ on Twitter or Facebook