The Banking and Strategy Initiative

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Tag Archives: Greek

US Economy: Awry Euro claims could reward US investors, housing could recover

The day has started well with the Ira Sohn conference giving a lot of hope to ideas floating around in my head since that jump began last year, but then … Continue reading

May 17, 2012 · 1 Comment

US Economy: Global growth slowdown gets S&P, Brazil, Greece and the GOP candidates (Global Pre-markets Round up)

Super Tuesday was a much sombre affair though it seemed to be in different circles than the S&P worst one day crash that hit Tuesday early. With barely 200 delegates, … Continue reading

March 7, 2012

European Debt Call: The Greek Debt Opportunity Pt II

Here is the situation as the flyball caught by NYTimes’ Dealbook indicates , the softball ready to be smashed around the ground, but with enough near hstory to scare banks … Continue reading

February 23, 2012 · 1 Comment

European Sovereign Debt crisis: Greek agreement finally reached, announced

The Troika’s bailout for Greece was finalised with a 2 X Covered margin till 2020 and 3X covered margin thereafter to reduce the debt burden ¬†As Jean Claude Juncker explains … Continue reading

February 20, 2012 · 1 Comment

European Sovereign Debt Crisis: Greek Swap Deal consumed, profits done

The European Central Banks as the ECB collectively had purchased $50 bln of these Greeks ( GGBs ) fromt he flailing government and now the bonds will be exchanged to … Continue reading

February 16, 2012

European Debt Crisis: Papademos and Venizelos pull it off before Elections

The Greek Parliament approved over $4 bln in austerity cuts including pay cuts, pensions and job cuts within the first year itself, cutting deepar into GDP contraction raising fears over … Continue reading

February 12, 2012 · 1 Comment

US Economy: NO, its not the Economy..

Well the trade deficit of $48.8 bln and the Greek relapse may be blamed by a few but the Dow futures are down today because the strength expected in the … Continue reading

February 10, 2012 · 2 Comments

Dealing yourself Emerging market equities | Fund insight

Despite the seeming market opportunity for Global funds in Europe with yields recovered to a 3 month low and credit markets busy in the new year without a whiff of … Continue reading

February 6, 2012 · 1 Comment

A leaky fiscal consolidation in 2012 as Portugal swims close to the sharks | Insight Europe

Even as Athens and Brussels look hopelessly middlesd up in the middle of the 17th summit in two years, the markets shot up Portugese 10 Y yield to 17% and … Continue reading

January 30, 2012 · 2 Comments

European Sovereign Debt Crisis: It's done (almost there!) Greece has defaulted without accident

As the news ticker everywhere s squawking right now, the investors’ deal post being past, the borrowers will deign the securities to be eexchanged at a rate less than 3.5% … Continue reading

January 24, 2012 · 4 Comments