Tag Archives: economics

Fed Decision – A Minority Report

The analogy sort of fits; and what put me in mind of it was the news this week that the FBI has commenced a project to create a hi-tech facial recognition database. We of course, are concerned about a different … Continue reading

Posted in | Tagged , , , , , , , , , , , , , ,

ECB Floats Yield Target Idea; U-Boats Launched

Late this morning the markets seem to have sobered up a bit following earlier barely fettered optimism about a Der Spiegel article over the weekend. It said: “The European Central Bank is considering setting limits on yields of euro area sovereign … Continue reading

Posted in | Tagged , , , , , , , , , , , , , , ,

ECB Bullets To Shoot Down High Hopes [Sorry]

The views below are based on my soundings, readings and common sense. Responsibility my own: ESM banking licence: crisis would need to deteriorate significantly (threaten the core) before such a politically contentious and legally complex policy change is considered. Bear … Continue reading

Posted in | Tagged , , , , , , , , , , , , , , , , , ,

Negative Benchmark Omens – How Imminent is the Doom For Yields?

Discussion of whether [or when] there is likely to be a collapse in ‘core’ government debt prices appears to be increasing. One example Specifically in Europe, the question of when Bunds in general [and perhaps the Euro Bund Future contract … Continue reading

Posted in | Tagged , , , , , , , , , , ,

UK ‘Back in Technical Recession’ – Views From The Mile

Overall, yes, today’s ‘Flash’ UK GDP figures aren’t pretty.    But in perspective, the result is generally being taken to indicate a far less dire state of play for the UK’s economic state and performance than the headlines [data and … Continue reading

Posted in | Tagged , , , , , , , , ,

LTROverdose Vs LTROver*

Part I Pre-load: Critical series of posts about LTRO Facts, figures, a few fatuous opinions and a bit of fun Part I touches on LTROs we’ve had so far and their apparent effects Another indecisive session for equity markets, albeit … Continue reading

Posted in | Tagged , , , , , , , , , , , , , | 1 Comment

Staying Sharp At The Summit

Personally, I’m making an effort to remain alert as we go into the 2 millionth Summit [slight exaggeration] to discuss the euro-zone crisis. No matter how monotonous this newsflow has become though, it can still spring surprises – including for … Continue reading

Posted in | Tagged , , , , , , , , , ,