6th May - EU Open

I updated the weekender linkfest on Sunday. Plenty of material, you might want to check it. Going to be dull week, but Tuesday might provide some European headlines (Rehn, Djisselbloem and a conference).

Previously on MoreLiver’s:

Credit Guest: Pain & Gain

Weekender Linkfest

Weekender: Weekly Support

Weekender: Best of the Week

Current Specials:

Special: US Payrolls

Special: ECB Watch

Special: FED Watch

Vappupuhe

Special: Reinhart & Rogoff Debacle (updated)

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Roundups

News roundup – Between The Hedges

The 6am Cut London – alphaville / FT

Emerging Markets Headlines – beyondbrics / FT

Asia Morning MoneyBeat: Hong Kong Braces for Giant IPOs – WSJ

Europe Morning MoneyBeat – WSJ

MORNING BRIEFINGS

3 Numbers to Watch: EU Sentix, EU Retail Sales, US Employ. Trend – TradingFloor

Sentix updates its investor confidence index for Europe today, followed by Eurostat’s March report on EU retail sales. Later, the Conference Board publishes its US Employment Trends Index for April.

Market Preview: – TradingFloor

Danske Daily – Danske Bank (pdf)

Stronger-than-expected US labour market data boost confidence in the global recovery and global stock markets rise. Prime Minister Razak won the Malaysian elections. Local markets rally on the news.

Oil prices rise on growth optimism and increased geo-political concerns

Aamukatsaus – Nordea

USA:n työllisyys jatkanut vahvassa kasvussa * Kotimainen kysyntä heikkoa euroalueella * USA:n vahvat työllisyysluvut nostivat raaka-aineiden hintoja

Aamukatsaus – Tapiola (pdf)

USA:n perjantain vahva työmarkkinaraportti nostatti DAX:n uuteen ennätykseen ja S&P 500 –indeksin yli 1 600 pisteen tason. Tuloskauden viimeinen vilkas viikko Helsingin pörssissä. Stonesoftista julkinen ostotarjous 128% preemiolla perjantain päätöskurssiin. Osakefutuurit  nollassa, ennakoiden tasaista avausta OMX HEX:iin. 1Q13-tuloksia: Sponda, Etteplan. Tänään Ilkka klo 14.

Markkinakalenteri – Nordnet

Markkinakalenteri – Taloussanomat

EUROPE

German euro founder calls for 'catastrophic' currency to be broken up – The Telegraph

Oskar Lafontaine, the German finance minister who launched the euro, has called for a break-up of the single currency to let southern Europe recover, warning that the current course is "leading to disaster".

Chief Economist’s Corner: We’re still stuck in the swamp – Nordea (pdf)

Europe will have to pull itself out of the swap by its hair. That was the opening salvo from Werner Hoyer, the German president of the European Investment Bank, at an international financial conference which I attended last week in Luxembourg.

George Osborne’s Fear of Ghosts – Krugman / NYT

UNITED STATES

Visualizing The Triumph Of Hope Over Reality – ZH

Charts of SPX, gold, CB balance sheets.x

ASIA

BoJ Asset Purchases: Is Japan Sowing Seeds of Next Asset Bubble? – CFA Institute

The quantitative easing recently announced by the Bank of Japan may benefit investors who hold Japanese equities, but Ron Rimkus, CFA, sees the classic makings of one big investment bubble.

Feedback loops – mpettis

China Services PMI Slows to Marginal Rate of Growth – Mish’s

OTHER

FX Comment: follow down? – Nordea

A lean data week ahead. With soft FOMC and ECB messages last week, will other central banks follow suit?

By Jove, He’s Got It: Krugman (Finally) Adopts MMT (And so does Summers) – EconoMonitor