Showing posts with label Crisis Eurozone. Show all posts
Showing posts with label Crisis Eurozone. Show all posts
Thursday, August 23, 2012

23/8/2012: More time for Greece is not an asnwer

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As Greek PM, Samaras, heads for talks with Angela Merkel this Friday, here's why 2 more years won't work for Greece: link here .
Wednesday, August 22, 2012

22/8/2012: Globe & Mail: The Good, the Bad & the Ugly

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My tongue-in-cheek piece for The Globe & Mail on Euro area crisis: here .
Thursday, August 16, 2012

16/8/2012: Italy's 'this time, it's different' moment

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This time it's different for Italy now... according to an excellent article by Charles Wyplosz here . Read the whole thing, Wyplosz is...
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Friday, June 15, 2012

15/6/2012: Some probabilities for post-Greek elections outcomes

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Some probabilistic evaluations of post-Greek elections scenarios and longer range scenarios for the euro area: In con...
Thursday, June 7, 2012

7/6/2012: Sunday Times May 13, 2012

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This is an unedited version of my Sunday Times article from May 13, 2012. With Greek and French elections results ou...
Wednesday, September 21, 2011

21/09/2011: Risk focus swings?

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What gives, folks: Tables below show the swing in risk assessments away from PIIGS to net contributors to the EFSF/EFSM/ESM alphabet soup co...
Monday, September 5, 2011

05/09/2011: Ackermann: cover us

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Deutsche Bank CEO, Josef Ackermann, speaking today at a conference "Banks in Transition", organized by the German business daily ...
Wednesday, August 31, 2011

31/08/2011: Europe's economic, business & consumer confidence sink in August

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Following a precipitous collapse of the US consumer confidence this month (see posts here and here for details), the EU has just posted a ...
Thursday, August 25, 2011

25/08/2011: National forecasts and systemic upward biases

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New research, published today by NBER shows that national growth and budget forecasts in the Euro area tend to overestimate growth and reven...
Tuesday, August 23, 2011

23/08/2011: July Banks Survey - Euro area credit supply - Expectations

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3 months forward expectations for lending conditions in Euro area, based on July 2011 data from the Banks Lending Survey run by ECB indicate...

23/08/2011: July Banks Survey - Euro area credit supply - costs & controls

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In the previous two posts I looked at the supply of credit to enterprises and the core drivers for changes in banks lending within the Euro ...

22/08/2011: July Banks Survey - Euro area credit supply - drivers

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In the previous post I highlighted some new developments in Euro area banks lending to the SMEs and larger enterprises (post link here ). In...
Monday, August 22, 2011

22/08/2011: July Banks Survey - Euro area credit supply to enterprises

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There are rumors circling euro area banks about the impeding liquidity crunch and rising risk profiles. In this light, it is illustrative to...