Macronomics

Personal comments on Macro trends, Macro news and views. All rights reserved. Disclaimer: Information provided on this blog does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this blog. Information displayed on this blog is not intended as specific investment advice and should not be relied on for making investment decisions.

Showing posts with label Fitch. Show all posts
Showing posts with label Fitch. Show all posts
Sunday, 24 July 2011

Macro and Markets update - Peripheral debt - Rally Monkey!

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Friday saw some massive tightening in the two years segment of Periperal government bonds: Nope, not a typo, thanks to the European "...
Thursday, 9 December 2010

Europe - The end of the Halcyon days

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"Hi, I'm a _______ (add country) and I'm addicted to credit." Greece, Ireland, now Portugal: Banco Comercial Portugue...
Saturday, 10 April 2010

A run up to the second leg down...and no this time it is not different.

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Back in December I highlighted that the theme for 2010 will be sovereign risk and I was also indicating the headwinds facing Greece in parti...
Wednesday, 9 December 2009

The importance of being earnest, about the Eurozone in general and the Euro in particular

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The Unknown As we know, There are known knowns. There are things we know we know. We also know There are known unknowns. That is to sa...
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