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Tag Archives: Eurozone

It’s Monday again: The Currency wars are definitely not data driven (US Economy & Markets, The week ahead August 19, 2013 – August 23, 2013)

And the Euro could be the unwitting player being forced to win despite the ECB wanting it to settle at lower 1.30 levels . Of course Euro long positions would … Continue reading

August 19, 2013

The mid-week Trading update: Euro-comics — Have you read your Tintin series in time? ( End June 2013 data)

Europe took everyone’s last breaths even as good economic data on the trot stopped only midweek by the dip in Service PMIs across the Eurozone failed to drill any new … Continue reading

July 4, 2013

Global Mid-Day Report: Not much calm Before the Storm

To set the morning in context, PMIs at Spain and Italy dropped as PMIs at UK, France and Germany hit a new low at near 45 in all three Continental … Continue reading

August 1, 2012

US Morning Report: US markets down for fifth day in a row, the Deal Valley and JP Morgan hopes intact

In European trading first, Germany was a tad up even as the resurgent British and French bond markets could not keep equities up. While France has joined the elite 3 … Continue reading

July 11, 2012

US Economy: A recovery not stalled, A Europe still suffering for longer

IMF’s reduction of estimates for US growth dropped US 2012 estimates as well as those for 2013 to 2% ¬†and 2.25% as did all the nine regional Feds when they … Continue reading

July 3, 2012

Global Moves: Spanish banks advised EUR 62 B for 9% Core Capital

The two independent Spanish stress tests conducted by Oliver Wyman and Roland Berger came out with cheerful nes for those tracking the EUR100B “credit line” for Spanish banks with fiscal … Continue reading

June 21, 2012

Global moves: Euro zone sputters ahead of big data tomorrow

IMF weights for BRICs are rising this year to the Top 10 contributors as Eurozone trade surpluses and economic capacities tread declines with the finality of a two decade long … Continue reading

June 21, 2012 · 1 Comment

China’s stimulus for Big Banks (may be counter productive)| Insight China

After a RMB 800B new credit by the big 4 in May or $126 Bln China’s intentions behind creating space on China’s Big Four Balance sheets with a securitization program … Continue reading

June 18, 2012

US Economy: The more things change..(European inflation data)

Though Italian one year BOT on auction landed a cut off yield closer to 4% than the last 2.3% yield, the inflation thru the Eurozone more or less remained unchanged … Continue reading

June 13, 2012

US Economy: Dollar Index at Top as Flight to safety dominates global investing ( Monday morning market report )

The Dollar index continues above 83 though the Euro is making a fast comeback as renewed hopes of some mutant form of QE by the Fed in June keep investors … Continue reading

June 4, 2012

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