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  • Article / 02 May 2017 at 15:37 GMT

    Athens accepts additional austerity to secure bailout funds

    Managing Partner / Spotlight Group
    United Kingdom
    Athens accepts additional austerity to secure bailout funds
    Last year, debt-laden Greece said no more austerity. Today it caved in when Greek officials reached a deal with international lenders to secure disbursement of further rescue funds. But the answer is not more money and debt forgiveness. Let Greece default and leave the Eurozone, and let creditors pay the price for the risk they took.
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    04 May
    Vasiliy1 Vasiliy1
    Хорошая сделка по WTI.
  • Article / 21 April 2017 at 13:05 GMT

    Not so fantastic four

    Head of Trading / The ECU Group plc
    United Kingdom
    Not so fantastic four
    The four front-runners in France's presidential election are too close in the polls ahead of Sunday's first-round ballot to rule out any permutation for the May 7 run-off. Yesterday’s rally in the euro was partly tempered by an opinion poll showing a narrower margin of victory for the centrist candidate Emmanuel Macron. For financial markets the most troubling combination would be a second round pitting the leftist Jean-Luc Melenchon with the far-right's Marine Le Pen.
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  • Article / 12 April 2017 at 15:57 GMT

    Has Italy fallen out of love with the euro?

    Managing Partner / Spotlight Group
    United Kingdom
    Has Italy fallen out of love with the euro?
    The existential challenges to the euro from the European periphery are well known. But more troubling day by day is the realisation that a bigger risk is right at the heart of Europe, in the third largest economy, Italy, where living standards have fallen behind those of European peers and citizens are increasingly disgruntled with the common currency.
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    12 April
    vanita vanita
    Ok steve thanks
    12 April
    Blange Blange
    Nicely written Stephen and sad for my distressed country
    13 April
    massimorusso massimorusso
    I am agreed with your comment, in particual on the poorly of SMEs
  • Article / 24 February 2017 at 16:00 GMT

    Is infrastructure spending an enabler or boondoggle?

    Managing Partner / Spotlight Group
    United Kingdom
    Is infrastructure spending an enabler or boondoggle?
    Infrastructure spending is needed across the developed world, and financial markets appear to have sat up and taken note as Donald Trump’s message grew louder. The way forward cannot be based on wasteful state spending, so private debt or equity financing should play a larger role.
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  • 08 December
    Alessandro Milesi Alessandro Milesi
    This wlll be euro positive despite all the attempts to further boost equity markets
  • 09 November
    BuySellBuySell BuySellBuySell
    Nice analysis Stephen.