Additional items at blog tweet feed posted during the day.....
Tweets.....
Greece....
Europe ....
Asia.....
Tweets.....
Reuters: Officials said euro zone experts were not convinced the liquidity position was a dire as portrayed by Athens
Finnish govt memo says they're prepared for tough decisions re: #Greece + might run out of cash before end of June. http://www.ekathimerini.com/4dcgi/_w_articles_wsite1_1_09/04/2015_548975 …
T minus 11 days... Greece expected to run out of cash by April 20th without new aid
Including today's non-competitive bids of €262.5 mln, #Greece rolled over €1.4 bln 6-mon T-Bills at 2.97% this week. #economy #ec #ecb #imf
Greece....
Manos Giakoumis retweeted
#Greece Industrial Production Index +1.9% YoY in Feb from rev -0.2% in Jan and +0.9% in 2-month (ELSTAT). #economy #euro
Manos Giakoumis retweeted
#Greece Mar CPI -2.1% YoY (from -2.2% in Feb) and +2.4% MoM. 12-month trailing CPI -1.6% (ELSTAT). #economy #euro
#Greece pledged @ #EWG to table a new tax law mainly on VAT by Apr 21 4 reaching an agreement w/ lenders @ Apr 24 #Eurogroup (via @tovimagr)
#EWG gave a 6-working-days ultimatum to #Greece to present proposals that would be accepted by lenders (via @kathimerini_gr) #ec #ecb #imf
#Greece StateMin Flabouràris says if gov't hits liquidity wall, an emergency tax on the wealthy cannot be excluded. /via @koinoniaoramega
#Greece | *FINNISH MINISTRY MEMO SHOWS GREEK EURO-EXIT OPTION: H. SANOMAT ...FINNISH FINANCE MINISTRY DECLINES TO CONFIRM MEMO EXISTS
Boom! RT @Landonthomasjr Secret #IMF team pushed for Greek debt restructuring as early as 2010. Trichet said NON!!!
https://www.cigionline.org/sites/default/files/cigi_paper_no.61web.pdf …
Europe ....
German Stocks Pump'n'Dump After "Surprise" Industrial Production Plunge http://www.zerohedge.com/news/2015-04-09/german-stocks-pumpndump-after-surprise-industrial-production-plunge …
Spain housing sales pick up a bit +12.3% ytd, but from a very low base.
Edward Hugh retweeted
*FRENCH GDP GREW 0.4% IN FIRST QUARTER, BANK OF FRANCE ESTIMATES -> up from 0.3% previously (official data due on 13 May)
UK trade deficit - increasing divergence between EU and non EU countries
German exports grew 1.7% Y/Y during the first two months of 2015
Eurozone -0.6%
EU (non Eurozone) +4.9%
Rest of World +2.1%
Germany's current account surplus surged 18.2% Y/Y in the first two months of 2015 to €32.5bn. Primary income account up 28%.
German industrial production fell 0.3% Y/Y in February ... economy not exactly booming
Edward Hugh retweeted
Dutch HICP inflation rate rose 0.2% to -0.3% Y/Y in March
#Italy | ITALIAN BANKS LOANS TO NON-FINANCIAL COMPANIES DOWN 3 PCT IN FEBRUARY AFTER 2.7 PCT DROP IN JANUARY - BANK OF ITALY
#Russia's mysterious comeback: Yield on 30yr Russian Dollar Bond plunges to 3.62%, lowest level since Jun2013.
Asia.....
For Yuan Short-Sellers, There’s One Big Reason to Drop the Trade: #China’s IMF Ambitions. http://bloom.bg/1anniJg
Moody's ups #India's outlk as polmakers established framework that will allow growth to outperform that of its peers https://www.moodys.com/research/Moodys-affirms-Indias-Baa3-rating-changes-outlook-to-positive--PR_320605 …
Stock mania spreads to Hong Kong. Hang Seng has outperformed MSCI EM by >20ppts. http://bloom.bg/1alXJZ9
HK's manic market: A trickle of #China money pouring into Hong Kong has turned into a flood. http://www.breakingviews.com/21193383.article?h=f9cc2847e2fe6177f13b757ba0481d3f&s=2 …
ICYMI: That Ain't No Margin Debt, THIS Is Margin Debt http://www.zerohedge.com/news/2015-03-26/aint-no-margin-debt-margin-debt …
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