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Category: italy

Fly Eagles, Fly.

June 5, 2018

A listless Tuesday.

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oil, OPEC1 Comment on Fly Eagles, Fly.

Pardon Him.

June 4, 2018June 4, 2018

Put on your tinfoil hats and let’s make some damn money.

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4 Comments on Pardon Him.

Relief, But Not-So-Great Expectations.

June 4, 2018June 4, 2018

“Unanimous concern and disappointment” and deteriorating sentiment despite a bid for the periphery.

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Leave a Comment on Relief, But Not-So-Great Expectations.

All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview

June 3, 2018June 3, 2018

Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.

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1 Comment on All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview

Italian Junk Food.

June 2, 2018June 2, 2018

“Currently, the yield differential between EUR HY and Italy 5yr bond is the tightest it has been throughout the whole history of the EU sovereign crisis, going back to 2010.”

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1 Comment on Italian Junk Food.

‘It’s Difficult To See A Clear Path Towards Resolution’: When It Comes To Italy, Grab Your Magic 8 Balls

June 2, 2018

Spinning plates.

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Tumult.

June 1, 2018June 1, 2018

Aaaand that’s the week.

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With Friends Like You.

May 31, 2018May 31, 2018

Who needs allies, anyway?

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oil1 Comment on With Friends Like You.

Italy Has A Maybe Government, Spain Has ‘No Confidence’ And Generally Speaking, Europe Is All ‘WTF’?

May 31, 2018May 31, 2018

Good luck trying to figure all of this out.

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Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers

May 31, 2018

The bar is high. Or is it?

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In Europe: A Tenuous Calm

May 31, 2018

It’s a good thing no one is planning on introducing any further uncertainty into the mix. Oh, wait…

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5 Comments on In Europe: A Tenuous Calm

Opposite Day.

May 30, 2018May 30, 2018

Like yesterday, only completely different.

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oilLeave a Comment on Opposite Day.

I Don’t Know You Guys, It Seems Like That German Inflation Print Is Bad News When It Comes To Whether The ECB Will Be Inclined To Rescue Italy

May 30, 2018

Call me crazy, but…

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Leave a Comment on I Don’t Know You Guys, It Seems Like That German Inflation Print Is Bad News When It Comes To Whether The ECB Will Be Inclined To Rescue Italy

In Italy: Digestif

May 30, 2018May 30, 2018

Relief. Fleeting, maybe. But relief nonetheless.

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1 Comment on In Italy: Digestif

Keep Calm, Hold Cash, Watch The ISDA Basis And Buy This Crazy 5X Leveraged Short BTP Product

May 29, 2018

Decisions, decisions. Damn these decisions.

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5 Comments on Keep Calm, Hold Cash, Watch The ISDA Basis And Buy This Crazy 5X Leveraged Short BTP Product

Fuggedaboutit.

May 29, 2018

Ciao Bella.

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1 Comment on Fuggedaboutit.

VaR Shocks, Panic Selling, Outflows And (Maybe) More To Come

May 29, 2018May 29, 2018

When it rains…

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2 Comments on VaR Shocks, Panic Selling, Outflows And (Maybe) More To Come

Ciao, Contagion!

May 29, 2018

Hazmat suit required.

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2 Comments on Ciao, Contagion!

In Italy: Meltdown

May 29, 2018May 29, 2018

Free fall.

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1 Comment on In Italy: Meltdown

‘The Severity Of This Sell-Off Is Worrying’: With The ECB Damned If It Does, Damned If It Doesn’t, What’s Next For Italy?

May 28, 2018May 28, 2018

Who’s a dip-buyer?

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Leave a Comment on ‘The Severity Of This Sell-Off Is Worrying’: With The ECB Damned If It Does, Damned If It Doesn’t, What’s Next For Italy?

One Trader Weighs In On ‘The European End Game’

May 28, 2018November 13, 2018

“…we have long passed the point where Germany can walk away from this union. Let’s forget the political implications of an EU collapse (which are considerable and provide a great degree of inertia for the EU remaining together), and instead focus on the fiscal implications.”

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2 Comments on One Trader Weighs In On ‘The European End Game’

Blood On The Streets In Italy: Bank Shares On Verge Of Bear Market, Bonds Crushed Amid Political Chaos

May 28, 2018May 28, 2018

It would probably not be wise for the ECB to officially end asset purchases in September just as jitters about new Italian elections are peaking. 

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1 Comment on Blood On The Streets In Italy: Bank Shares On Verge Of Bear Market, Bonds Crushed Amid Political Chaos

‘For The Sake Of The Children!’ Italy’s Populists Fail To Form Government Setting Stage For God Knows What

May 27, 2018

Unfortunately, the best way to sum up this rather fluid situation right now is to simply employ a Trumpism and say: “we’ll see what happens.”

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3 Comments on ‘For The Sake Of The Children!’ Italy’s Populists Fail To Form Government Setting Stage For God Knows What

Fitting End.

May 25, 2018May 26, 2018

And that’s the week.

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oil, OPECLeave a Comment on Fitting End.

‘This Screams Fed Tightening & Late Cycle’

May 25, 2018

One bank has a message for you…

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4 Comments on ‘This Screams Fed Tightening & Late Cycle’

‘Triple-Digit Club’: Spanish Stocks, Bonds Slide, Spread To Bunds Hits 100bps As Rajoy Faces No-Confidence Vote

May 25, 2018May 25, 2018

Sorry, Mario. Looks like September is looking less and less feasible.

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3 Comments on ‘Triple-Digit Club’: Spanish Stocks, Bonds Slide, Spread To Bunds Hits 100bps As Rajoy Faces No-Confidence Vote

Sincerely Yours. 😥

May 24, 2018May 24, 2018

Oh well. 😥

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1 Comment on Sincerely Yours. 😥

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