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Monthly Archives: March 2018
Gary Cohn Out
Buckle up, folks….. BREAKING: Gary Cohn resigns – NY Times https://t.co/jn8limUSe7 — CNBC Now (@CNBCnow) March 6, 2018
The New Economy
In 1999, I called one of my professors from graduate school who taught monetary theory. Let’s call him Joe. Here’s a short summary of the conversation: Me: Professor Joe, can you believe how big this stock market bubble has grown? … Continue reading
Tweet of the Day: Italy’s Impossible Trinity
"Italy lives through a euro-zone impossible trinity: you cannot be in the euro, honour your public debt, and have a broadly stagnant economy." @terzibus quoting @FrancescoPapad1 on #ItalianElections & economy #ElezioniPolitiche2018 #elezioni2018 >> https://t.co/t7NzHE3Gyp pic.twitter.com/3oUAMydS8D — Bruegel (@Bruegel_org) March 4, … Continue reading
Merkel Nails Down Coalition; Italy’s “Mother of All Hung Parliments”
Finally, after five months of wrangling, Germany will form a new government. All that changed on Sunday with the SPD referendum result. Ms Merkel can now look forward to a fourth four-year term as chancellor, heading a unified party … Continue reading
Posted in Uncategorized
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Week In Review – March 2
The stock market recovery topped out and failed last week on the hawkish tone of new Fed chairman, Jay Powell, and President Trump’s announcement he will impose steel and aluminum tariffs across the board. Most of the indices recovered off … Continue reading
Posted in Uncategorized
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Global Risk Monitor – March 2
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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Major Stock Index Recovery Percentages
Upshot: Not recovering. EVA015 Heavy.
Jim Grant: Italian Junk Bonds With A “Zero Handle”
Great video clip with Jim Grant dishing on the upside-down world of risk assets and the massively distorted global bond markets. “As an example of where the world is mispricing interest rates…look to Italy, which is having a big election … Continue reading
Posted in Bonds, Italian Yields, Italy, Uncategorized
Tagged bonds, Italian Telecom, Italy, Junk Bonds
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Five charts to help you understand Italy’s election
Italy is going to the polls on Sunday, March 4. Here we look at the data behind the key election issues.… READ MORE : http://www.euronews.com/2018/03/01/fi…
Global Macro Monitor 