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  • 04 September
    lahla lahla
    "Fed BS unwind leading to a selloff in the bond marekts. " This is a risk for the trade or the opposite.? thank You
  • 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
    Stephen Pope Stephen Pope
    Thank you for your kind words
    1y
    andrewloz andrewloz
    The consumer is tapped out, governments are pretty much tapped out (mostly, you would think, but then they have Japan as a shining example), so where does...
    1y
    johnnyw johnnyw
    Its either delusion and incompetence or its hunger for state power, leading to more government control, interventionism, and sorry to say, socialism. Fiscalism is just another form...
  • 1y
    goldfinger goldfinger
    A well written and considered piece. I enjoyed reading it. Of course banks make money in a zero interest environment. Look at credit card and overdraft rates.I...
    1y
    johnnyw johnnyw
    Glad to hear you like the Austrian School (I did the Level 1 online course), I really like the Austrian school. The Chicago school and the Austrians...
  • Editor’s Picks / 29 August 2016 at 2:18 GMT

    Digging into China’s growing debt mountain

    Bloomberg
    Some prominent investors are worried about China’s debt, including George Soros and BlackRock Chief Executive Officer Laurence Fink. And Jing Sun writes in June a Goldman Sachs report warned that the country’s large and unaccounted-for shadow-banking activities raised concern “about China’s underlying credit problems and sustainability risk.” Indeed, many segments of the Chinese economy have taken on considerable debt, especially since the global financial crisis.
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  • Article / 17 May 2016 at 10:46 GMT

    Daily Shot: Good numbers for Eurozone periphery

    TradingFloor.com Team / Saxo Bank
    Denmark
    Daily Shot: Good numbers for Eurozone periphery
    Two economies that were severely hit during the financial crisis report positive figures. Moody’s upgraded Ireland’s sovereign debt, projecting a better-than-expected economic outlook for the nation. Bond yields fell in response and Greek 10y government debt yield is back below 7.5%.
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  • Editor’s Picks / 16 March 2016 at 22:35 GMT

    Aussie surge takes sting out of bond losses

    Bloomberg
    A rally in the Australian dollar is taking the sting out of losses in the nation’s bonds for global investors, writes Wes Goodman. The country’s sovereign debt generated a loss of 0.8% over the past month, among the world’s worst. A surge in the Australian dollar means it has gained 4.2% in US currency terms, second only to Greece among 26 debt markets tracked by Bloomberg and the European Federation of Financial Analysts Societies. Improvement in the local economy has led investors to scale back bets on Reserve Bank of Australia easing even as policymakers in Europe and Japan pursue negative-rate policies.
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  • Editor’s Picks / 25 February 2016 at 0:35 GMT

    Moody's slashes Brazil's ratings to junk status

    Business Spectator
    Moody’s has stripped Brazil of its investment grade status. The agency is lowering Brazil’s ratings by two notches, from Baa3 to Baa2 with a negative outlook. Moody’s is the last of three credit ratings agencies to cut Brazil to junk status. Fitch Ratings lowered its rating for Brazil in December, after a similar move by S&P in September. Moody’s says the downgrade is driven by worries over a rise in government debt “in a low-growth environment” and the country’s “challenging political dynamics”. Brazil is in the midst of its worst recession since the 1930s. Its economy shrank more than 4% in 2015.
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