The Banking and Strategy Initiative

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Tag Archives: International Monetary Fund

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: Brazilian lending crosses 50% of GDP, Korean manufacturing up

Samsung and Kia/Hyundai are going strong as US Imports have held up and thence production Korea sustained at 83 levels. Meanwhile in Brazil Bank credit always in short supply because … Continue reading

June 27, 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

US Morning Report: Fed Proposes, Gold and Euro disposed off

Euro looks ripe for a run to 1.25 levels from 1.2710 right now as the markets begin the final hour to lap to the critical FOMC meeting where QE is … Continue reading

June 20, 2012

A leap of faith: Why Portugal does not need a second bailout | Europe Review and Insight

While Spanish and Italian bonds are back in liquidity with yields for Italian bonds down to 1.2% for 6 months and 5.26% for 10 year bonds, just availability of quotes … Continue reading

February 29, 2012

European Sovereign Debt Crisis: New Cuts, Haggling over 123-124% targets

Of course not that the paperwork makes the new targets any more achievable but currently after creditors take a new 70% haircut, the debt to GDP ratio is wthin the … Continue reading

February 20, 2012

Europe and Greece: A couple of ECB co-opts may make the cut.

Even as Angela Merkel again timed here political apology to Greece for the last minute, the default discussions for Greece with Bondholders now safely include options for the EUR 4 … Continue reading

February 8, 2012

China helps itself to a few Euro?

Markets reacted abruptly to China’s welcoming comments for Angela Merkel in Beijing. China had made similar noises when Klaus Regling , the EFSF head had visited Beijing at the end … Continue reading

February 2, 2012

Mario Draghi speaks on Europe, The Fiscal Compact and the ECB (Davos 2012)

Image via Wikipedia Now that you will not allow me to almost live blog the final verdict to the centuries of change that Mario Draghi spoke on, things become much … Continue reading

January 28, 2012 · 2 Comments