I suppose it's not really a bad thing they're calling for an end to Bunga Bunga in Italy with some resigny business. Of course the opposition but...
Really? Well I wonder who is collapsing those bond spreads then. Someone earned a nice buck out of that rumour.
And the ECB SAVES THE DAY! About time.
I think we can safely say that the odds that Bunga Bunga Boy has permanently blown up the EMU are exceeding 50% now, and that's quite generous on...
They've openly been discussing Eurobonds. As far as I know it remains unconstitutional for Germany and possibly other countries I don't know...
Boy, if only the market moved on who is scared and who isn't.
Good luck. I've been bullish for a while but I gave up today. Neutral now. This could swing either way. The market's not behaving acceptably for a...
Not that. This is not business as usual in the markets. I am well aware that Italy has some above-average shortcomings in its public sector. This...
Real horrorshow this. It's starting to resemble the end for the Eurozone if nobody stands in front of the financial freight train rolling...
Absolutely disgusting. How can a political party pull out of high impact talks on problems which, if they do not get resolved, are potentially...
You know, I'm still slightly bullish, but I think we can all agree that the reaction to the jobs report wasn't "muted" at all. A straight hard...
Deficits aren't the problem, the problem is low growth. If more deficits leads to more growth then it's totally worth it. Other than that, your...
You're so obnoxious I have to put you on ignore. To answer your point, the bad stuff was already known and the government intervention is...
No job creation, unemployment going up. Seems politically viable enough. The fear of 10%+ is good enough. Then again, the political class has...
I don't disagree and I really am not that interested in being bullish to the core. The reason I'm bullish is basically because macro surprises...
Get ready for the Fed and the Government to save the day. Not to mention the realisation that corporate profits don't correlate very well with...
Would take a pretty large exogenous shock like a sudden increase to 11 billion people or so or 70% of all farmland becoming infertile suddenly....
Lakshman Achutan is saying it's a dead cat bounce! http://pragcap.com/achuthan-this-is-a-dead-cat-bounce At least he's sticking to his story,...
@ Tsing Tao: Right well you know what I think about shorting the Euro. @Shortie: I think it's the consensus that is priced into the market...
Yeah well, once upon a time it was "normal" for the market to rally like this. At least nobody would be acting all surprised and shit as if...
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