Thursday, April 16, 2015

16/4/15: Newsweek on Russian Economic Recovery

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An interesting piece on not-so-tanking Russian economy:  http://www.newsweek.com/2015/04/24/putin-was-right-be-confident-about-russias-eco...

15/4/15: Official Sector Exposures to Greece

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As Greek crisis enters a new turn of the spiral, here are full official sector exposures to Greece by country: Source: @FGoria 

16/4/15: QE and Negative Rates: It's So Good, It Hurts...

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Here is an unedited version of my article for Manning Financial on the upcoming pain in the global markets from the Central Banks activism...
Wednesday, April 15, 2015

15/4/15: Global Information Technology Report 2015: Who's the Best? Not We...

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We have Silicon Docks and all the ICT IP stuffed into 'knowledge development boxes' and shipped via this country across the world ...

15/4/15: In Case You've Missed it: Google Reply to EU Commission

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Google reply to the EU Commission charges:  http://googleblog.blogspot.be/2015/04/the-search-for-harm.html . From people who created one o...

15/4/15: Ruble Trades Below 50 to USD

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Russian Ruble has crossed an important marker today, closing below 50 to USD for the first time since the end (28th to be precise) of Nove...

15/4/15: S&P Ukraine Ratings and Reality Check on IMF Programme

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S&P Ratings Services cut long-term foreign currency sovereign credit rating on Ukraine to CC from CCC- with negative outlook and held ...

15/4/15: Russian Foreign Exchange Reserves

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Few weeks ago, based on the three weeks data from the Central Bank, I noted an improvement in Russian Forex reserves, while warning that t...
Tuesday, April 14, 2015

14/4/15: Russian external Debt Redemptions: Q1 2015 - Q3 2016

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With Q1 out of the way, Russia passed a significant milestone in terms of 2015 external debt redemptions. In total USD36.647 billion of ...
Monday, April 13, 2015

13/4/15: Greek Deposits: Worse Run than in the Previous Iterations

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Couple of interesting graphs on the Greek crisis via @FGoria First, the ECB supports vs ELA for Greek banks:  Notable trend above ...

13/4/15: Dublin Port Shipments at New Record in Q1 2015

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Some strong growth numbers for Dublin Port volumes in Q1 2015: Per Dublin Port, the volume shipped now 3% ahead of previous record set...

13/4/15: That Utilitarian Logic of EU Tax Probes...

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Yet another international publication, this time The Economist , is going off the Irish Government 'reservation' with an article o...