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10:20
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17 September 2018 at 8:11 GMT
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17 September 2018 at 7:23 GMT
43:30
Technical analysis webinar – A view of the market: Larsson
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12 September 2018 at 14:44 GMT
11:15
Morning Call: Chinese shares fall further
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11 September 2018 at 8:36 GMT
11:34
Morning Call: USD, SEK in focus
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10 September 2018 at 7:49 GMT
2:47
The week ahead in macro
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10 September 2018 at 7:37 GMT
14:02
Morning Call: Is Japan next?
#SaxoStrats
07 September 2018 at 7:35 GMT
Video / 05 September 2013 at 10:15 GMT

How Italy and Spain are showing some muscle

Peter Garnry

If you want evidence the Eurozone is recovering, take a look at the loan rates for small and medium sized enterprises in Spain and Italy; they're at their lowest levels in two years. Saxo Bank's Head of Equity Research, Peter Garnry, says this is a positive and healthy sign.
Peter says that ever since last year, when the ECB's Mario Draghi said he'd do whatever it takes to save the euro, credit spreads contracted in the government bond markets and that's now filtering in to loans for small and mid sized companies.
Businesses are still paying on average 200 basis points less in Germany than in Italy and Spain but he believes that spread will soon narrow. He also thinks that peripheral equity markets should continue to perform well and could outpace core European countries such as Germany and Holland. 

6y
United Overseas United Overseas
sounds like speculation to these countries! transfer of liquidity from the United States in such attractive rates in Italy, Spain! But again, I note in my opinion looks like speculation! in any case it is interesting to buy)
6y
United Overseas United Overseas
Peter this is my example of Telecom Italy! with respect

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