All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
I think that gets it backwards.
“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.”
Aaaand that’s the week.
Draw your own conclusions.
“Looking forward to seeing it”…
He “respects your decision” but don’t you expect him to “share” it, ok?
Who needs allies, anyway?
It’s a good thing no one is planning on introducing any further uncertainty into the mix. Oh, wait…
Like yesterday, only completely different.
Decisions, decisions. Damn these decisions.
Ciao Bella.
When it rains…
Hazmat suit required.
“…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.”
And that’s the week.
One bank has a message for you…
Oh well. 😥
Witness the power of CSPP.
No shortage of entertainment on Wednesday.
Even without the Italian jitters, you do not want to be tightening policy into a slowdown and again, this just underscores the risk inherent in persisting in accommodation for years upon years…
Premature elation.
Any bids on BTPs and/or the lira?
Monday was predictable.
Parallel currency worries.
Trade war canceled, Trump demands DoJ investigate itself, Italy goes to the populists and Venezuela has an “electionâ€.
Some folks are skeptical.
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