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.

Tuesday, 27 April 2010

It is all playing nicely as expected in my post from the 10th of April...

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Sovereign debt is now High Yield and Emerging Market is Investment Grade. I had a thought today following S&P cutting the Greek debt f...
Thursday, 22 April 2010

The results of QE will be an increase in inflation down the line...

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The results of QE will be an increase in inflation down the line. I mentioned this in my post on the 1st of March 2010 in relation to my a...
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...
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