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EUROPE
Spring 2014 forecast: Growth becoming
broader-based – EC
The EU economic
outlook is strengthening. While leading indicators point to GDP growth gaining
momentum in the near term, the conditions for a sustained recovery in the
medium term are also improving. Growth is still set to remain moderate, but a
gradual easing related to deleveraging, financial fragmentation, adjustment of
external imbalances and uncertainty is noticeable.
Brussels Sees Broader, Deeper EU Economic Recovery – WSJ
EU Cuts Euro-Area Growth
Outlook as Inflation Seen Slower – BB
Italy Economy to Expand Less Than Renzi Sees, EU Says – BB
France set to miss key deficit target: European Commission – Reuters
Portugal will follow Ireland in leaving its rescue program without seeking
a precautionary credit line, the third nation to exit its bailout as the euro
region rebounds from a four-year crisis.
Mersch: Institutional overhaul of the euro area
– progress and remaining challenges – ECB
ECB’s Mersch Thinks EU Should Consider Treaty
Change Over Longer Term – WSJ
The Pivotal Role of
Italy and Spain, but not Greece
EU financial transaction tax won't come before
2016: diplomats – Reuters
EUROPEAN
CENTRAL BANK
ECB Preview: Wait-and-see until June – Danske
Bank
Mario Draghi will
sound dovish as inflation was below ECB’s expectation again in April, but the
Governing Council should refrain from action at least until the release of
updated projections in June.
ECB outlook: Words, words, words – Nordea
Soft words and an
easing bias but not rate cuts or anything more drastic like QE (chart pack).
UNITED STATES
Difficult Labor Report – Tim
Duy’s Fed Watch
US Employment report review: What the charts
show – TradingFloor
ISM Non-Manufacturing
Index increased in April to 55.2 – Calculated
Risk
ISM Services Jumps To
8-Month High But Employment Tumbles – ZH
Highest ISM Non
Manufacturing Report Since August – Bespoke
ISM Non-Manufacturing:
April Shows Improvement – dshort
Service sector growth
accelerates in April: ISM survey – Reuters
ASIA
Business conditions
continue to deteriorate in April – Markit
China PMI Misses 6th Month In A Row As Home Sales Collapse 47% YoY – ZH
Contracts 4th Month,
Employment Down 6th Month – Mish’s
China Manufacturing Gauge Signals Risk of Deeper Slowdown – BB
China factory activity shrinks in April, new export orders contract – Reuters
OTHER
Four Event Risks We Know about in the Week
Ahead – Marc
to Market
Yellen’s testimony,
ECB meeting, China data, Ukraine
Grand Central: Fed Debate on Exit Strategy
Isn’t Over – WSJ
Hilsenrath’s Take: Fed
Debate on Exit Strategy Isn’t Over * Fed’s Fisher Says Too Soon to Talk Rate
Hikes * Is Full Employment Closer Than Economists Think? * EU Warns of Low
Inflation Risk * China Manufacturing Data Points to Continued Weakness
Don’t Envy the Analysts at Goldman Sachs – Medium
Their lifestyle is
horrible, and the pay sucks too
Global Manufacturing PMI Plunges To 6-Month
Lows – ZH
SOHN
CONFERENCE
Live Blogging the Sohn
Investment Conference – WSJ
Live Blog: Investors
Gather for Sohn Conference – NYT
Sohn Pitchfest Is
Today; Here's How They Did Last Year – ZH
Next Wave Sohn
Conference Notes – Market
Folly
STOCK
MARKET
A deep correction's on the horizon; how
prepared are you? – TradingFloor
The seasonal
"Sell in May" effect is promising flat returns for the next five
months or so. Several other factors are suggesting that this flat period could
very well include a deeper market correction.
The bearish verdict from market cycle analysis – Humble
Student
The S&P 500 Sector Quilt – A Wealth of Common
Sense
Implications of All-Time-High Median Valuations
(Backtest 1999 to date) – Greenbackd
FINNISH
Miksi
euroalue on ongelmissa? – Kansantaloudellinen
aikakauskirja 4/2013
Tuomas Malinen & Tero Kuusi
EU- ja
euroalueiden tulevaisuus hämärän peitossa – Heikki
Koskenkylä / Libera
Suomalaiset:
Poliitikkojen ilmoitettava kantansa Suomen eurossa pysymisestä ja sen ehdoista – Libera
Kun
riskillä ei ole hintaa – Elina
Lepomäki / US
Tyly
ennuste Brysselistä: Vain Kyproksen taloudella menee Suomea huonommin – TE