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 Italian Financials Cds. Show all posts
Showing posts with label Italian Financials Cds. Show all posts
Tuesday, 15 November 2011

Markets update - Credit - Mind the Gap...

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"There is a time to take counsel of your fears, and there is a time to never listen to any fear." George S. Patton Following ou...
Wednesday, 3 August 2011

Markets update - Credit - Rates - Equities - U can't touch this...Hammer time...

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I told you homeboy u can't touch this Yeah that's how we're livin' and you know u can't touch this Look in my eyes ma...
Monday, 18 July 2011

Macro and Markets update - No test, no stress, no stress, no test...

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All is in the title, as clearly Mr Market has not bought into the latest results for the European banking sector stress test. EBA's assu...
Thursday, 23 June 2011

Markets and Macro update - "Risk Off" mode is truly on.

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The balance sheet recession is still lean and mean. Macro picture remains weak. It will be essential to monitor the next ISM print on the 1s...
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...
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