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  • 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.
    Read the article
  • 1y
    opportunist opportunist
    There is not such polit ical setup elsewhere in Europe yet - short term pain against long term gain. I know Brexit but there is a big...
    1y
    Stephen Pope Stephen Pope
    Dear Michael,

    Thank you for your kind words. Certainly one has to feel for the Greek youth...like the Spanish the best educated and least hopeful generation.

    Sadly there...
    1y
    Stephen Pope Stephen Pope
    Dear Opportunist,

    the entire situation within the Eurozone appears to be in a muddle. Greece was never in a sharp enough economic state to join an politco-eco club...
  • Squawk / 25 July 2015 at 9:25 GMT
    Senior Analyst / Tallinex.com
    Saint Vincent and the Grenadines
    Weekly Trading Forecasts on Major Pairs (July 27 - 31, 2015)

    EURUSD
    Dominant bias: Bearish
    Although the dominant bias is bearish, this pair made some commendable bullish attempts last week. Price moved upwards by almost 200 pips, testing the resistance line at 1.1000. That resistance line is an important price area, since it must be broken to the upside for the current bullish effort to continue. Should that occur, a subsequent break of the resistance lines at 1.1050 and 1.1100 would result in a clean bullish bias. On the other hand, any failure of price to break the resistance line at 1.1000 to the upside could result in a serious bearish movement.

    USDCHF
    Dominant bias: Bullish
    Last week, USDCHF was able to maintain its bullish stance in spite of the fact that EURUSD was also making bullish effort. This is one of rare occasions in which EURUSD and USDCHF would be going in the same direction in the short-term.

    Source: www.tallinex.com
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  • Squawk / 11 July 2015 at 8:33 GMT
    Senior Analyst / Tallinex.com
    Saint Vincent and the Grenadines
    Weekly Trading Forecasts on Major Pairs (July 13 - 17, 2015)

    EURUSD
    Dominant bias: Bearish
    This pair trended downwards in the first few days of last week, challenging the support line at 1.0950. From that support line, price went upwards by 250 pips, reaching the resistance line at 1.1200. The upward movement has been a threat to the existing bearish outlook and a movement above the resistance line at 1.1250 would result in a Bullish Confirmation Pattern in the market. This week, further weakness in USD may enable this pair to trend further upwards.

    USDCHF
    Dominant bias: Bullish
    Though the bias on USD/CHF is bullish, bulls were unable to take price above the resistance level at 0.9500. That resistance level was tested several times but it could not be broken to the upside, which made the market experience some bearish correction.

    Source: www.tallinex.com
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  • Squawk / 10 February 2015 at 20:17 GMT
    Capital Markets / Banco Carregosa SA - GoBulling.com
    Portugal
    "Use auction to raise Portugal debt exposure , on possible rating upgrades and with ECB quantitative easing support"..."Usem leilão para aumentar exposição dívida Portugal - O Danske Bank recomenda os investidores a usarem um leilão de obrigações, na quarta-feira, para aumentarem a sua exposição à dívida portuguesa. Na quarta-feira, a Agência de Gestão da Tesouraria e da Dívida Pública, ou IGCP, vai leiloar EUR1-EUR1,25 mil milhões da obrigação outubro 2025. Analistas Anders Moller Lumholtz e o chefe Jens Peter Sorensen do Danske disseram que a dívida portuguesa a 10 anos é atrativa em comparação com outras maturidades, enquanto as obrigações portuguesas estão preparadas para serem a maiores beneficiárias do próximo alívio quantitativo do BCE. Possíveis revisões em alta do rating suportarão as obrigações soberanas portuguesas este ano." Copyright (c) 2015 Dow Jones & Company, Inc.10-02-2015 - 15:26 Fonte: Dow Jonesless
    http://www-2.danskebank.com/danskeresearch
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  • Squawk / 10 February 2015 at 20:15 GMT
    -
    Portugal
    "Use auction to raise Portugal debt exposure , on possible rating upgrades and with ECB quantitative easing support"..."Usem leilão para aumentar exposição dívida Portugal - O Danske Bank recomenda os investidores a usarem um leilão de obrigações, na quarta-feira, para aumentarem a sua exposição à dívida portuguesa. Na quarta-feira, a Agência de Gestão da Tesouraria e da Dívida Pública, ou IGCP, vai leiloar EUR1-EUR1,25 mil milhões da obrigação outubro 2025. Analistas Anders Moller Lumholtz e o chefe Jens Peter Sorensen do Danske disseram que a dívida portuguesa a 10 anos é atrativa em comparação com outras maturidades, enquanto as obrigações portuguesas estão preparadas para serem a maiores beneficiárias do próximo alívio quantitativo do BCE. Possíveis revisões em alta do rating suportarão as obrigações soberanas portuguesas este ano." Copyright (c) 2015 Dow Jones & Company, Inc.10-02-2015 - 15:26 Fonte: Dow Jonesless
    http://www-2.danskebank.com/danskeresearch
    Read the Squawk
  • Article / 12 November 2014 at 14:38 GMT

    Dear ECB...get your act together on bond buying

    Managing Partner / Spotlight Group
    United Kingdom
    Dear ECB...get your act together on bond buying
    You could argue that with the structure of Eurozone sovereign yields already so low that the game of yield limbo has almost run its course. In which case, it's tempting to ask what good will sovereign bond buying by the ECB do? However, with the risk of “lowflation” or even deflation omnipresent, it is surely worth trying. But getting the ECB to agree on anything is another matter.
    Read the article
    3y
    Juhani Huopainen Juhani Huopainen
    An interesting answer to the moral hazard dilemma.On the other hand, wouldn't this create another set of "two equilibrium points" for the financial markets - countries that...
    3y
    fxtime fxtime
    Great debate guys :-)
    3y
    LeTaulier_Lmi LeTaulier_Lmi
    The yields of Eurozone Sovereign debts should be seen in the light of the economic growth of every country.
    For instance, 2.57% for Italy when the...
  • Article / 29 July 2014 at 5:46 GMT

    Don't mess with me Argentina

    Managing Partner / Spotlight Group
    United Kingdom
    There are increasing worries that tomorrow Argentina could default once again. The country is in no mood to satisfy holdout investors but a default will lead to another economic downturn.
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  • Editor’s Picks / 07 July 2014 at 12:04 GMT

    Iceland mulls bond issue as crisis abates

    CNBC
    A sale of six-year euro-denominated bonds is being mulled by the Republic of Iceland, according to Reuters IFR. The capital markets news wire said Barclays, Citigroup, Deutsche Bank and JPMorgan had been hired to run the sale, with an investor call starting at 12:00 GMT today.
    Read article on CNBC
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