Showing posts with label Irish bond spreads. Show all posts
Showing posts with label Irish bond spreads. Show all posts
Monday, November 22, 2010

Economics 22/10/10: Bailout that is losing steam by an hour

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The immediate fallout from the Irish bailout package is: short sales closing on Irish sovereign markets means profit booking, yields down (a...
2 comments:
Saturday, November 6, 2010

Economics 6/11/10: Two charts - IRL & Spain

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Two interesting charts on 5 year bonds for Ireland and Spain, courtesy of CMA: What's clear from these charts is the extent of inter-lin...
1 comment:
Wednesday, October 6, 2010

Economics 6/10/10: Irish spreads in the need of a new catalyst

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Updated below A quick post on foot of last morning call (here) on ECB propping up Irish Government bonds Yesterday, absent visible ECB inter...
Tuesday, October 5, 2010

Economics 5/10/10: Irish bonds - ECB propping Leni up, for now

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Irish bonds have been performing quite strongly in the last few days, following last Thursday desperate news on banks recapitalizations. Wha...
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Tuesday, September 21, 2010

Economics 21/9/10: This Little PIIGSy Went to the Market

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So here we go again: NTMA went to the market, ECB came along, the results are suspiciously identical (save for obviously increased costs of ...
5 comments:
Saturday, September 18, 2010

Economics 18/9/10: It's not just IMF

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As argued in my earlier post ( here ), based on the IMF analysis, our sovereign bonds yields are still some distance away from those justifi...

Economics 18/9/10: IMF data on bond yields

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With all the debate, recently fueled by the Governor of our Central Bank and Minister for Finance, concerning the level of Irish bond yields...
3 comments:
Monday, August 23, 2010

Economics 23/8/10: ECB & IRL bonds

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Per report today: " FRANKFURT, Aug 23 (Reuters) - The ECB said on Monday it bought and settled €338mln worth of bonds last week, the hi...
1 comment:
Tuesday, August 17, 2010

Economics 18/8/10: NTMA's foray into bond markets wilderness

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As promised - a more in-depth analysis of today's data from NTMA auction. "The Gruffalo said that no gruffalo should Ev...
5 comments:

Economics 17/8/10: Another 'success' marks NTMA's foray into bond markets wilderness

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Wall Street Journal blogs have beat me to the analysis of our NTMA results. Four reasons can explain this blogs tardiness: I was doing Drive...
1 comment:
Thursday, July 22, 2010

Economics 22/7/10: Irish bonds auctions - a Pyrrhic victory?

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“Despite Moody’s downgrade on Ireland’s credit rating on Monday, the NTMA successfully borrowed €1.5bn yesterday. Yesterday’s auction showed...
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Friday, June 4, 2010

Economics 04/06/2010: Bond markets are still jittery

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For all the EU efforts: Throwing hundreds of billions into the markets in bonds supports; Banning 'speculative' transactions; Talkin...
Monday, February 8, 2010

Economics 08/02/2010: PIIGS or PIGS?

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For those of you who missed my article in yesterday's Sunday Times , here is an unedited version of it, as usual: This we...
Thursday, December 31, 2009

Economics 31/12/2009: Bond markets

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Food for thought: rummaging through backlogged papers, I cam across 3 notes from our heroic stockbrokers' bonds desks singing songs abou...
2 comments:
Wednesday, September 30, 2009

Economics 30/09/2009: Global Financial Stability Report

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Update: There is an interesting note in one of today's stockbrokers' reports: "AIB is to review its selection process for a su...
4 comments:
Friday, July 10, 2009

Economics 10/07/2009: Don't panic, ECB is... errr... backing down

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On a light-hearted side of the blog: As they say in one famous commercial: for serious press, there's Mastercard, for BJs, there's M...
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Friday, June 12, 2009

Economics 12/06/2009: NTMA gamble

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My apologies for staying off the blog posts for some time now - travel and compressed number of commitments this week have kept me with no t...