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  • Article / 03 October 2017 at 8:00 GMT

    Macro Outlook: What the ECB's ultra-loose policy has done to markets

    Head of Macro Analysis / Saxo Bank
    The ECB’s ultra-loose monetary policy has had little effect on growth in Europe, largely because commercial banks have not played their role as lenders. The global economy has entered a new cycle that will require low interest rates for a long time to come. The QE exit could put some countries, especially Italy, under stress.
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    03 October
    m7010306 m7010306
    The yield on 10-year US Treasuries (2.33%) is now higher than the yield on European Junk Bonds (2.32%). Should be named Mission Accomplished.
  • 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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    vanita vanita
    Ok steve thanks
    Blange Blange
    Nicely written Stephen and sad for my distressed country
    massimorusso massimorusso
    I am agreed with your comment, in particual on the poorly of SMEs
  • Article / 18 February 2016 at 13:00 GMT

    What a difference a week makes

    Head of Trading / The ECU Group plc
    United Kingdom
    What a difference a week makes
    Equity markets and risk sentiment have swung from negative extremes last Thursday to what we view as positive extremes today. We also take a look today at key developments on the monetary policy front and the UK's crucial talks with EU leaders over a compromise to keep Britain in the European Union.
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  • Editor’s Picks / 10 February 2016 at 9:28 GMT

    When low performance is good enough

    The Guardian
    Stocks tumbled everywhere during the first weeks of this year. Everywhere? No... just as in the Asterix comic books, there are some pockets of resistance. The Guardian has prepared a list of five countries with stock markets that performed well this year – so far at least. Among those are European countries like Latvia (4.2%) and Slovakia (4.1%). The list gives some background on how these countries’ economies are doing. It also includes Thailand, which saw its index up 1.24% since January. Though this would be a very decent return when calculated per annum, it says a lot about current turmoil that such short term gains are enough to qualify for the top performers list. By the way, countries number four and five are Colombia and (1.8%) Indonesia (3.8%).
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  • Editor’s Picks / 10 September 2015 at 13:31 GMT

    EU's treaty creep at heart of Brussels' darkness

    The Telegraph
    The European Union's centralisation of all policy by stealth has cut national interest off at the knees and left the likes of Hungary, the Czech Republic and Slovakia powerless in the face of the well-documented migrant wave from different parts of a war-torn globe. While Ambrose Evans-Pritchard believes we have a moral duty to take war victims in, he fears that the union is at the point of near breakdown caused by Brussels slowly but surely taking more and more power from nation states. With the ongoing travails of the euro unsolved, the bells are tolling, he says.
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    Miko123 Miko123
    This comment has been redacted
  • 3y
    Adam Courtenay Adam Courtenay
    Promises to be a very good precis on a part of the world that for many - including me - is still something of an economic mystery...
  • Article / 08 June 2015 at 9:30 GMT

    Daily Shot: More houses needed! Team / Saxo Bank
    Daily Shot: More houses needed!
    In the US more and more of those less well off are forced into an increasingly tight and expensive rental market, millions more are now spending over half of their income on rent. After Erdogan's AKP lost its majority in Turkey the lira fell to an all-time low and is now in a tight race with the South African rand to the bottom. Meanwhile, in the Eurozone, one should not forget that it is not only Germany, but smaller Eurozone states (such as Slovenia, Slovakia, Finland) that are refusing to go along with Greece's demands.
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  • Editor’s Picks / 09 April 2015 at 9:53 GMT

    Putin grateful for EU's Greek tragedy

    The Telegraph
    The European Union is guilty of a massive political and strategic blunder in its ongoing frosty relationship with Moscow by effectively handing Vladimir Putin Greece on a silver platter with all the trimmings, writes Ambrose Evans-Pritchard. A radical left leadership in Athens might already have had an inclination to look northeast to Russia but the EU has helped propel it down that path by insisting on a repudiation of electoral pledges made in January despite having little basis in economic merit. Instead, Brussels is helping to create an alternative bloc in Europe which is likely to be bolstered down the line by the likes of Hungary and Slovakia. Russia may not be rich enough to rescue Greece but it must be of immeasurable delight to Putin that he has managed to entice Greece into his orbit despite employing an infinitely weaker hand than that of his far more cash-rich competitors.
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    LeTaulier_Lmi LeTaulier_Lmi
    I love Britons! They did not participate to the bail out of Greece but they want to keep "the key of the truck".