Blog Archives

US Economy (EoD review): The Week ahead April 1, 2012 – April 7, 2012

Healthcare Opinion going to the wire Veteran reporters commenting on Bloomberg and those who have had occassion to hear the opinion all followed the change in direction of the “consensus” on the Third day when the swing votes Judge Roberts

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Posted in Amitonomics, Global, US

US Economy (EoD Review) : Eurozone February growth consistent, another deficit hope for China?

US imports rose with more than a few partners and even as deficits and trade with Eurozone and UK was expectedly clipped, Industrial production data in France Germany and Italy was weak esp Output impacted in France in all categories

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Posted in Amitonomics, China, Global, US

US Economy: No honestly, there’s no data reported on Friday, more of Europe. UGH.

EUR 21 bln of Sovereign bonds with EUR 12.5 bln already committed today and the rest coming next week  and European PPI was more than a mite uncomfortable at a high 3.7% Y/Y driven by Oil even as demand goes

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Posted in Financial Markets

US Economy: The consequences of a Romney win, Auto PMIs and all that Europe but PE pay

At some stage , all Americans will deal with the question. As of now ahead of Super Tuesday, only data for Ohio favoring Santorum and Georgia favoring Newt 2012 campaign’s available and after the win of nearly 59 delegates yesterday

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Posted in Financial Markets

US & European Banks : Did you make the long list?

Note: This exclusive realisation, brought about by our re-scanning at day end on FT alphaville Moodys’ seemingly gave indications that it will be reassessing banking companies, securities firms with Credit operations for both US and European Banks. Where banks have

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Posted in Financial Markets

Euro GDPs keep track except Italy | Insight Europe

France was the most pleasant surprise from iStat in the morning scoring 1.4% year on year ( and I would not worry with QOQ figures for any of today’s data) and the Germand GDP though weak, an ok 1.8% at

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Posted in Financial Markets

Moody’s downgrades Six Nations putting UK on negative watch | Insight Europe

Moody’s did not derate France because of the size of its Economy and increased productivity , probably vindicating the French tirade against rating agenceis after the S&P downgrade and the French Fitch’ refusal to downgrade  the home grounds. the decision

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Posted in Financial Markets

Europe disregards ratings, liquidity | Insight Europe

Now that bill auctions are an attention grabbing headline.. Europe woke to an afternoon of auctions with EFSF getting a lot of business from 6 month bills, even as ECB deposits crossed $500 bln The British 2-10 spread fell to 158

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Posted in Amitonomics, Banking, European Sovereign Debt crisis

The EFSF has been downgraded by S&P | Insight Europe

For some reason, S&P did not need any working days to discover if the remaining AAA countries would take affirmative action after German PM Angela Merlkkel mentioned the downgrade may be better than increasing guarantees of the fund though the

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Posted in Financial Markets

European Sovereign Debt Crisis: Decoupling now? | Insight Europe

Even as 9 downgrades drown out peace and quiet in the US on Martin Luther king Holiday ( His birthday was yesterday) ECB deposits are about to hit the EUR 500 bln mark more than the loans made thru LTRO,

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Posted in Financial Markets
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