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4.206 Posts
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  1. Kaiser 7 januari 2011 17:07

    In Europe, Angst Fills Sovereign Bond Gap - WSJ.com
    online.wsj.com
    The cost of insuring some European government debt against default hit a record after regulators issued a proposal on bank bailouts that would hurt bondholders.

    online.wsj.com/article/SB100014240527...

    The French Go On The Offensive, And Push For A New European Treasury
    businessinsider.com
    Big plan is going to be delivered by Sarkozy.

    www.businessinsider.com/the-french-go...

    Mish's Global Economic Trend Analysis: Italy The Invisible Elephant
    globaleconomicanalysis.blogspot.com
    In regards to the escalating sovereign debt crisis in Europe, most eyes have been focused on Greece, Ireland, Spain, and Portugal, the so-called PIGS.Dr. Evil, a former government bond trader for a very prominent bank pinged me regarding my post PIGS Exposure Table, Explaining the Panic by Numbers. Her message was to pay more attention to the second "I" in PIIGS, namely Italy, the "invisible elephant".Dr. Evil writes ...Hello MishI just saw your table on the PIGS and I see the biggest one of all missing, ITALY. I traded Euro Government bonds for 11 years and know this market inside..

    globaleconomicanalysis.blogspot.com/2...
  2. Kaiser 7 januari 2011 17:08
    Overzicht reacties: de ratingagentschappen lopen achter

    Mark Gongloff op de WSJ.com merkt op dat de evolutie op de Europese CDS-markt een groter worden kloof toont met wat de ratingagentschappen zeggen over de betrokken landen. Verdere ratingverlagingen zijn zeker, aldus een experte.
    Dat geldt niet alleen voor België, maar ook voor Frankrijk en het VK.

    blogs.tijd.be/bbb/2011/01/overzicht-r...
  3. NoRiskAtAll 11 januari 2011 10:48
    Lots of room for disappointment on Wall Street as storm approaches

    It was ever thus. Markets tend to over-shoot on the upside, and over-correct to the downside. Analysts end up competing with themselves to make more and more optimistic forecasts until they become well, too optimistic.

    www.arabianmoney.net/us-dollar/2011/0...
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