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’s expecting a rebound in EU industrial production for December, followed
by the quarterly inflation report from the BoE. For the US, a slowdown in the January update
on retail sales is likely.
Market Preview: EU industrial prod. and US
retail sales in focus – TradingFloor
European
markets are expected to open mostly lower today. Investors will be looking at
Eurozone industrial production and US advance retail sales data for further
direction, while the BoE's quarterly inflation report will garner market
attention.
G7
communication confusion supports JPY despite no-action statement. Obama
delivers little news in his State of the Union speech. Big Scandi day today:
Riksbank meeting and Norwegian Q4 GDP – also watch out for Bank of England Inflation
Report and US retail sales. Market movers today: SEK: Riksbank meeting, NOK: GDP Q4, EUR: Industrial production, GBP: BoE Inflation Report, USD: Retail
sales
Morning Briefing – Nordea
(pdf)
…or read
the summary
Aamukatsaus – Nordea (pdf)
Vähittäismyynti lienee aloittanut vuoden maltillisessa
kasvussa USA:ssa. G7-maat: Laimea lausunto vai huolia jenin heikkenemisestä? G7-maiden
lupaus olla puuttumatta valuuttakursseihin tuki euroa
Aamukatsaus – Tapiola
(pdf)
Osakemarkkinat jatkoivat nousutrendissä, ilman merkittäviä
uutisia (nyt futuurit plussalla). Citycon ilmoitti eilen illalla massiivisesta
osakeannista. 4Q12-tuloskommenttimme aamun tuloksista: Comptel, Huhtamaki,
Sampo, SRV, Stockmann, Talentum,
Technopolis.
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
EUROPE
A gloomy
look back, but better days ahead
UNITED STATES
Don’t fear inflation boogeyman: BofA’s Harris – MacroScope
/ Reuters
Wednesday: Retail Sales – Calculated
Risk
OTHER
Monthly Macro Update:
Eurozone still a global headache – Handelsbanken
(pdf)
China:
Overheating concerns resurfacing. Eurozone: No room for ECB rate hikes before
2016-17. US: Fed to
hike in mid-2014, not in mid-2015 as it states. Sweden: Rebound
expected after marked drop in Q4 GDP
IN FINNISH
Vaihtotaseen epätasapaino ja Target2 ovat
toistensa kuvaajia – vai ei vaihtotaseella ole euroaikana merkitystä – tyhmyri