Overskrift.dk - Danmarks Social Media Monitoring tjeneste
German GDP in Q1: Weaker than expected, not only due to cold weather 
The message in today?s numbers on German GDP is very clear: Europe?s largest economy is by no means immune to the euro crisis despite very low interest rates and a seemingly robust labour market. The data: German GDP increased by just 0.1% in Q1, after a decline of 0.7% in Q4 of 2012 (revised down from -0.6%). And actually, it was not +0.1% in Q1 but just +0.06%, very close to zero in other words.
fra Nordea Research (Virksomheder) (tags: Research in English Euro area Germany Macroeconomics Major economies )
Buy, buy, buy
Going for carry very much continues to be the name of the game, while the consideration of the credit risks involved seems once again to be a secondary concern. Yields on speculative grade credit bonds have hit record-lows, new issues see unprecedented demand, while even less familiar issuers (like Rwanda) are placing bonds. The risks of a bond bubble are no doubt in the air, but this trend is unl
fra Nordea Research (Virksomheder) (tags: Research in English ECB Emerging markets Euro Euro area European monetary union Federal Reserve Fixed income Major economies Monetary policy USA )
Konshens ? Gal A Bubble (Major Lazer Remix)
fra LaekkerLyd (Weblogs) (tags: Nyt! Gal A Bubble Koshens Major Lazer )
New forecasts for ECB, market rates and the EUR/USD
After the ECB?s refi rate cut last week, we have updated our ECB view. We now expect the ECB to keep rates unchanged at the current level until the beginning of 2015. Risks are clearly skewed towards another rate cut in the near term, especially after Draghi said on Monday that the ECB will watch data closely and stand ready to act. Speculation in additional easing measures and possibly even a dep
fra Nordea Research (Virksomheder) (tags: Research in English Bunds Central Banks ECB EUR-USD Euro area Fixed income FX Major economies Market rates )
China trip notes part 3 ? Growth is not enough
Fourteen days, four Chinese cities and tons of impressions? In a combination of study trip, customer meetings and family visit, I visited four Chinese cities: Dalian, Shanghai, Chongqing and Chengdu, located in the developed east coast region and the developing central-west China, respectively. The people and companies I met during my visit to China were generally optimistic on the overall economy
fra Nordea Research (Virksomheder) (tags: Research in English Asia China Emerging markets Major economies )
China trip notes part 2 ? The rise of consumers
Fourteen days, four Chinese cities and tons of impressions? In a combination of study trip, customer meetings and family visit, I visited four Chinese cities: Dalian, Shanghai, Chongqing and Chengdu, located in the developed east coast region and the developing central-west China, respectively. During the trip, I was once again impressed by the Chinese spending power. The increasing appetite for e
fra Nordea Research (Virksomheder) (tags: Research in English Asia China Emerging markets Major economies )
DirtyDiscoCompilation ? April
fra DirtyDiscoSound (Weblogs) (tags: Musik Arendt Irie Beatsnok Bwoy De Bhajan Camilo & Grande Chanco Copia Doble Systema De Yngste F1RSTEHOLDET Fou Fou Granity Karmakaptajnen Kids With Gun$ Kriswontwo Lucious Child Mads Major Mighty Mala Nonsens Obi Es Papa G Raggatech Soundsystem Skygg Unkwon )
ECB cuts rates and has an open mind
The ECB cut its refi rate by 25 bp to 0.5% as most expected. The deposit rate was left unchanged at 0%, while the marginal lending rate (the top of the interest rate corridor) was cut by 50 bp, ie the interest rate corridor was narrowed but kept symmetric. We expected no change in rates! The main surprise today was that Draghi seems more open than previously to a cut in the deposit rates and that
fra Nordea Research (Virksomheder) (tags: Research in English Central Banks Deposit rate Draghi ECB Euro area Major economies )
Nothing Major Pro.files: Parra Interview
Der har været noget stille fra hollandske Parras side i løbet af det seneste års tid, hvor kunstneren tilsyneladende har haft travlt med at fremvise sine kreationer på verdensplan. I forbindelse med ferniseringen af sin seneste udstilling i New York, fangede Nøthing Major hovedpersonen til et kort interview. I interviewet fortæller Piet Parra om, hvorfor han har så stor glæde ved at udsmykke t-shi
fra The Meat (Weblogs) (tags: Kultur Interview Nothing Major Parra Video )
Fed prepared to alter pace of QE ? slightly more dovish
As widely expected, the Fed left its policy and forward guidance unchanged at today?s FOMC meeting. Thus, the central bank repeated its intention to buy USD 40bn of agency mortgage-backed securities and USD 45bn of longer-term Treasuries per month until the outlook for the labour market improves substantially. While the FOMC statement showed only minor changes to the economic assessment, the most
fra Nordea Research (Virksomheder) (tags: Research in English Uncategorized Federal Reserve Macro Macroeconomics Major economies USA )
Low Euro-area inflation ? good news or bad?
The Euro-area flash estimate for inflation in April fell to 1.2%! This follows a reading of 1.7% in March and we have looked a bit deeper into a few questions: Temporary or permanent? A bit of both! The drop in April was mostly for temporary reasons, but the weakening of the labour market is gradually feeding through to (core) inflation. Good news or bad? Good for now. If the drop in core inflatio
fra Nordea Research (Virksomheder) (tags: Research in English Core inflation Draghi ECB Euro area Inflation Major economies Output gap )
Fed unlikely to expand QE ? FOMC preview
We expect the Fed?s policy and forward guidance to remain unchanged after this week?s two-day FOMC meeting, which concludes on Wednesday. (Note that there is no post-meeting press conference this week.) Thus, we see the central bank repeating its intention to buy USD 40bn of agency mortgage-backed securities and USD 45bn of longer-term Treasuries per month until the outlook for the labour market i
fra Nordea Research (Virksomheder) (tags: Research in English Federal Reserve Macro Macroeconomics Major economies USA )
Growth vs. austerity in the German electoral debate ? any difference between CDU and SPD?
The longer the euro-area economy shrinks, the more heated the debate about the right course for fiscal policy will get. Germany is often seen as the country most pushing Southern Europe into a highly restrictive fiscal policy, while at the same time denying any meaningful stimulus at home. Could that change under an SPD-led German government after the election on 22 September? Yes, but only under
fra Nordea Research (Virksomheder) (tags: Research in English elections Euro area Euro crisis Germany Growth Major economies Politics )
China trip notes part 1 ? Growth is going west
Fourteen days, four Chinese cities and tons of impressions… In a combination of study trip, customer meetings and family visit, I visited four Chinese cities: Dalian, Shanghai, Chongqing and Chengdu, located in the developed east coast region and the developing central-west China, respectively. This trip has reinforced my long-standing view that it is meaningless to speak of one Chinese econ
fra Nordea Research (Virksomheder) (tags: Research in English Asia China Emerging markets Major economies )
Break out your sunglasses ? the future is bright
The US consumer is back! Deleveraging is over Closer to an end to the US balance sheet recession The US is not Japan or the Euro area Against the background of weaker US economic data financial market participant are obviously again raising the question whether the renewed softness is something more serious than just another bump on the road to recovery. Well, we belong to the optimists. Thus in a
fra Nordea Research (Virksomheder) (tags: Research in English Federal Reserve Macro Macroeconomics Major economies USA )
Spain and Greece soon outpacing France and the Netherlands?
It is a well-known fact that the outlook for individual Euro-zone countries is far from uniform. However, it is a common misperception that all the northern countries would be doing better than the southern European ones. In fact, the latest sentiment data imply confidence in Greece and Spain is now higher compared to countries like France, the Netherlands and Belgium. The latest Euro-zone economi
fra Nordea Research (Virksomheder) (tags: Research in English Euro Euro area European monetary union Macro Macroeconomics Major economies )
ECB preview: No rate cut
Markets have once again started pricing in some risk of a rate cut and many analysts changed their view after last week?s numbers. A majority of analysts now expect a refi rate cut from the ECB already at the meeting this week. We stick to our call and find it most likely that the ECB will keep rates on hold and instead come up with new measures to support bank lending to Small and Medium-sized En
fra Nordea Research (Virksomheder) (tags: Research in English Central Banks Draghi ECB Euro area Major economies )
Ray of light in Euro-zone credit numbers
If you torture the data long enough, it will confess. One can find hope in today?s Euro-zone credit numbers for March, though if you are pessimistic, the data offers a lot for you as well. Today?s data suggests that the braking effect credit contraction has put on the economy would finally be easing, though there is still a long road ahead to a destination, where credit growth will notably boost t
fra Nordea Research (Virksomheder) (tags: Research in English ECB Euro Euro area European monetary union Finland Macro Macroeconomics Major economies Monetary policy )
MLS takker nej til mållinjeteknologi
Den amerikanske Major League Soccer har valgt ikke at indføre mållinjeteknologi, da omkostningerne ved at installere det er for høje. Continue reading →
fra Fodboldnyheder (Weblogs) (tags: Nyheder bolddk har-valgt ikke-at-indf installere-det major major-league mls soccer table-border )
Can negative be positive?
The concept of negative nominal interest rates has usually been considered something possible only as a short-term market aberration. However, in the past few years, negative rates have become a reality ? though only to a limited extent so far. We have seen negative rates so far mostly on some government debt instruments ? both on primary as well as secondary markets. It is easier to justify negat
fra Nordea Research (Virksomheder) (tags: Research in English ECB Euro Euro area European monetary union Fixed income Major economies Monetary policy Money market )
Snoop Lion ? Reincarnated
fra LaekkerLyd (Weblogs) (tags: Nyt! Diplo Major Lazer Reincarnated Snoop Snoop Lion )
Today?s PMIs will not prompt a rate cut
Today?s PMI release is probably not enough for the ECB to call off the H2 recovery We believe the ECB sees additional interest rate cuts beyond the current level as more or less ineffective. That is the reason, in our view, that interest rates were not cut already in December. However, key figures have surprised to the downside and we believe the ECB will have to act if the bank believes the econo
fra Nordea Research (Virksomheder) (tags: Research in English Central Banks ECB Euro area France Germany Major economies money PMI )
Major Lazer ? Free The Universe
Major Lazer’s længe ventede nye album, Free The Universe, udkom d. 15. april, vi har taget en lytter til albummet og giver det nogle ord med på vejen! Albummet som røg ind i en forsinkelse og har været ventet af tusindvis af fans verden over er langt om længe kommet ud. Det er blevet til 14 tracks på albummet hvor 2 af numrene allerede har været ude i lang tid (udgivet som singler). Tracklis
fra Bassdrop.dk (Weblogs) (tags: Blog News Album Dancehall Diplo Free The Universe Jamaica Major Lazer Nyt album Release Shaggy Sommer Sommerfest Switch Wyclef Jean )
Bobler giver tømmermænd
I en dugfrisk rapport advarer den internationale valuta fond, IMF, nu om, at vi kan være på vej ind i en ny bobleøkonomi. Aktiekurserne er steget markant, kapitalen strømmer igen livligt til højrentelandene og på visse ejendomsmarkeder er der tegn på overophedning. Det gælder blandt andet i Canada, Frankrig, Norge og Brasilien. Årsagen er, at risikoappetitten blandt investorerne er steget markant
fra Nordea Research (Virksomheder) (tags: Research in Danish Major economies )
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