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Market Update - Global banks, CDS and Fx

QE3 and the morning after, what’s the score ? Well, considering it was pretty well wired, market reactions so far are not that exuberant in terms of volatility. Ben’s message was simple : Nevermind the greenshoots appearing, we are going “all in”, no matter. Until unemployment does not dive under the FED’s 6,5% target, we will…

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Screen shot 2012-12-13 at 10.42.39 AM.png

Market Update - Global banks, CDS and Fx

QE3 and the morning after, what’s the score ? Well, considering it was pretty well wired, market reactions so far are not that exuberant in terms of volatility. Ben’s message was simple : Nevermind the greenshoots appearing, we are going “all in”, no matter. Until unemployment does not dive under the FED’s 6,5% target, we will…

Lees het volledige artikel

Screen shot 2012-12-13 at 10.42.39 AM.png

Market Update - Global banks, CDS and Fx

QE3 and the morning after, what’s the score ? Well, considering it was pretty well wired, market reactions so far are not that exuberant in terms of volatility. Ben’s message was simple : Nevermind the greenshoots appearing, we are going “all in”, no matter. Until unemployment does not dive under the FED’s 6,5% target, we will…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

Screen shot 2012-12-11 at 2.57.36 PM.png

Bubble complacency revisited

Complacency is usually a recipe for disaster and financial markets are no exception. Most common bubbles we have experienced throughout history mainly focus on overpricing risk and risk assets, usually stocks or high yield bonds. But when it comes to bonds these days, we have been going into bubble territory deeper and deeper by the day. Most people would argue…

Lees het volledige artikel

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Please don't upgrade us !

Coincidentally or not, but emerging markets from very different angles have crossed my path over the past 24 hours. I have been to a presentation of a major fund manager today, looked upon various CDS premia world-wide and came across the 2 main leading articles in the latest Bloomberg magazine which both focus on the outlook for emerging markets (EM). And some…

Lees het volledige artikel

images.jpg

Please don't upgrade us !

Coincidentally or not, but emerging markets from very different angles have crossed my path over the past 24 hours. I have been to a presentation of a major fund manager today, looked upon various CDS premia world-wide and came across the 2 main leading articles in the latest Bloomberg magazine which both focus on the outlook for emerging markets (EM). And some…

Lees het volledige artikel

images.jpg

Please don't upgrade us !

Coincidentally or not, but emerging markets from very different angles have crossed my path over the past 24 hours. I have been to a presentation of a major fund manager today, looked upon various CDS premia world-wide and came across the 2 main leading articles in the latest Bloomberg magazine which both focus on the outlook for emerging markets (EM). And some…

Lees het volledige artikel

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3 reasons why the EU wants rating agencies to shut op for a while

The Financial Times Deutschland mentioned the fact that the EU is thinking about a ban on rating agencies issuing ratings on eurozone countries. It could be said that the ratings agencies are like thermometers that provoke a rise of temperature. But this is probably not the right angle to look at this possible action. The reason might be simpler, and related…

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Twitter

  1. Geert NoelsGeert Noels said: @RikiU2 Het boek is ook iets langer dan een Tweet ;-) Kan je een quote posten of paragrafe die je heeft getroffen? THxabout 18 hours ago
  2. Geert NoelsGeert Noels said: RT @RikiU2: Het boek is vaak beter dan de film. Bij @GeertNoels zijn de boeken beter dan de Tweets. Meer nuance. Minder hard. #Gigantisme #…about 18 hours ago
  3. Gino DelaereGino Delaere said: Brown the bear, the salmon-loving mascot of @LINE_Global (Japan's most popular instant-messaging service) is the st… https://t.co/i03pyPlOp0about 20 hours ago
  4. EconopolisEconopolis said: "Vietnam beschikt over tal van interessante bedrijven, maar op het vlak van corporate governance is er nog wel wat… https://t.co/kK7gNreApQabout 21 hours ago
  5. EconopolisEconopolis said: De Viëtnamese economie boomt. Tijd om te investeren? https://t.co/x0mcTCD1uKabout 21 hours ago