Today’s Issue Cluster: Western Monetary Policy
Canada – BOC warns economy could be in for a rough ride
Australia – Income recession lays bare fragility in economy
Russia – ‘Putin’s defense fixation deepens budget problems’
China – 2014: GDP growth lowest in 24 years; 7.4% from 7.7% / FT / WSJ / NYT / R / B *
Germany – Jan: ZEW Business Sentiment Rises; 48.4 from 38.9 / WSJ / B / AFP *
US – Jan: NAHB Home-Builder Confidence Ticks Down to Start Year; 57 from 58 / WSJ / B / cr *
EU – Government Bond Yields Turn Negative WSJ
EU – Stocks await ECB’s QE boost FT * *
EU – Euro Share of global forex reserves falling N *
EU – New Year Brings Eurozone Closer to a Lost Decade WSJ / NYT *
Canada – BOC warns economy could be in for a rough ride G&M / bi * *
Canada – What’s the matter? WSJ *
Australia – Income recession lays bare fragility in economy FT * *
Australia – Resources Slowdown Hits Regional Airlines WSJ *
Russia – Moody’s Cuts Ratings to Brink of Junk WSJ / B / AFP
Russia – Economy to shrink 5%, says EBRD FT
Russia – Plans Deep Budget Cuts as Revenues Drop WSJ
Russia – Buys Most Gold In Six Months / zh * *
Russia – Putin’s defense fixation deepens budget problems R *
Russia – Eats into foreign reserves N * *
Russia – Strong-arm tactics restore fragile calm to banks FT / WSJ
Russia – To Shift Ukraine Gas Transit to Turkey B / RT *
Russia – The ebb and flow of Federal fortune e *
Russia – EU Has No Plans to Ease Sanctions WSJ / FT
Russia – Dangers of isolation FT * *
ECB – Nears Crucial Test of Its Powers WSJ / FT * *
ECB – May Deliver €550b to Steer Euro Away From Deflation B / WSJ / WSJ *
ECB – Weighing QE Through National Central Banks B / FT / R
ECB – QE set to arrive, but with conditions FT * * *
ECB – Debate with Germany threatens to lessen the impact of QE FT / FT * *
ECB – Hopes push stocks to seven-year highs FT
ECB – Gold rises amid expectation of move on QE FT
SNB – Could Act on Currency Again, Central Banker Says WSJ / FT
DN – Denmark cuts rates to stave off speculators FT / WSJ / NYT / R / AP / B
NB – Oil Plunge May Draw Norway Stimulus B
Fed – On Track to Raise Short-Term Rates Later in the Year WSJ
World – Central bank interest rates r *
World – Regulators test the universal banking model FT *
East Europe – 46% of Polish home loans are denominated in Swiss francs B / B
East Europe – Swiss Franc Surge Loses Bite B *
Copper – Collapse a fresh blow for many emerging economies R / bi * *
Palladium – More Rare Thanks to Cheap Oil B
Nickel – China Buying Tempted by London Prices B *
The most common names of NYC taxi drivers vs *
