Roundups
News roundup – Between The
Hedges
The 6am Cut London – alphaville
/ FT
Emerging Markets
Headlines – beyondbrics
/ FT
Asia Morning MoneyBeat – WSJ
Europe Morning MoneyBeat – WSJ
MORNING BRIEFINGS
3 Numbers to Watch: DE trade balance, G7, Fed's
Bernanke – TradingFloor
The German trade
balance is today's only notable macro number, but possible headlines from the
G7-meeting and especially Ben Bernanke's speech will be closely watched.
Market Preview: German trade data and G7
meeting in spotlight – TradingFloor
European markets are
expected to open mostly higher Friday. Investors will keep watch on the two-day
meeting of G7 finance ministers and central bank governors which starts today.
German trade balance data due later today also holds market interest.
Danske Daily –
Danske Bank (pdf)
Aamukatsaus – Nordea
Jostain tuottoa
täytyy etsiä, vaikka sitten Portugalista * Korot laahaavat eurotalouden
pyristellessä * USDJPY nousi tason 100 yläpuolelle
Aamukatsaus – Tapiola
(pdf)
Osakemarkkinoiden nousu putki katkesi eilen
USA:n keskuspankkiirin kommentteihin elvytyksen hillitsemiseksi. USA:n uudet
työttömyyskorvaushakemukset laskivat
finanssikriisiä edeltäneelle tasolle. Osakefutuurit tasaiset, ennakoiden
maltillista avausta OMX HEX:iin. Tuloskauden 1Q13:n ”tilinpäätös”: 96% tuloksista takana – heikkoutta
havaittavissa, muttei katastrofia. 1Q13-tuloskommentteja: Honkarakenne ja
Elecster.
EUROPE
European integration constrains party
competition in the member states
– Europp
/ LSE
UNITED STATES
Fed Officials Shrug Off Waning Inflation – WSJ
Weighing In on the Recent Discrepancy in the
Inflation Statistics – Atlanta
Fed
The recent
disinflation trend exhibited by the PCE price index doesn’t seem to be “woven”
into the detailed price data, and it certainly doesn’t look like what we saw in
2010. But to you glass-half-empty types, we’d also point out that getting the
inflation trend up to 2 percent is proving to be a curiously difficult task.
ASIA
Short Note on Falling Yen – Marc to
Market
USD/JPY hits 100 - just as Abe ordered – Sober
Look
Japanese Government Bonds Halted Limit Down;
Yields Spike To 10 Week High; Worst Day In 5 Years – ZH
FINNISH
Teollisuustuotanto -0,3% maaliskuussa vuoden
takaisesta – Tilastokeskus
Teollisuuden tilaukset -11,3% maaliskuussa vuoden
takaisesta - Tilastokeskus