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Tag Archives: politics
Poll: Thames Estuary Airport: Fly or Sink?
It’s the Mayor of London’s pet project, but do you think it will ever get off the ground? To lower the risk of further painful puns please give us your views as soon as possible. Results will be available on … Continue reading
Posted in M²
Tagged Airports, Boris Island, Boris Johnson, England, Foster + Partners, Gatwick, government, Heathrow, Infrastructure Projects, London, London Mayor, London Stansted Airport, politics, Sir Norman Foster, Thames Estuary, Thames Hub, Transport
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Jeremy Hunt: a Light Tale of Innocence…OK, Quite A Bit of Experience Too
Phone hacking vs. nodding and winking. Apart from the presumption of innocence before any sort of official hearing [next week] it’s curious to compare the allegations against the Culture & Media Secretary with those against others in the New Corp … Continue reading
Real Greek Risk & Fake Cassandras
Meze JPMorgan still warning portentously of Greece’s ‘Ides of March’ As for the rest of us, we’re almost ‘over it’ already, though no one thinks a default will be an easy option JPMorgan has published a portentous note this morning. It’s … Continue reading
Posted in M²
Tagged Economic Forecast, Euro zone, European Union, Greece, politics, risk, Sovereign Debt Crisis
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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 M²
Tagged central bank, ECB, Economic Policy, economics, EUR, Euro zone, Europe, European Central Bank, fiscal policy, politics, Sovereign Debt Crisis
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Why Pillaging Alpha From Italy’s Yields Might Not Be So Easy
Espresso 7% rate on all debt would cost just EUR140B Italy projects it will collect c. EUR500 bln taxes in 2012 Italy’s Total Debt Scenario Relatively Tame Italian household debt is about 40% of GDP Risk/Scope for Financial Repression Some … Continue reading
Posted in M²
Tagged Berlusconi, Bond Yields, Bonds, central bank, debt, EUR, euro, Euro zone, Europe, European Union, Italy, Mario Monti, Monti, politics, sovereign, sovereign debt, Sovereign Debt Crisis
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JPY can go OTP ahead of DPJ Contest
QuickJPYbullets: scope for USD/JPY to plumb/set historic lows with the most recent being 76.37. Overnight the pair reversed from a peak around 76.88 and is now at a weakly looking 76.53 triangle on hourly chart suggests 73.50 target! More sensible targets are 76.37 and … Continue reading
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