Pandenomics
Click here to read the ING report
Looking for trouble…
Click here to watch the video!
Savers are Negative on Negative Rates
Click here to read the ING report
Greek Crisis Lessons
Click here to read the ING report
Globalization Disrupted
Click here for ING presentation
The New Abnormal
Click to read the ING report
Warped World of Bonds
Click to read the ING report
EMU Roads to Survival
Click to read the ING report
EMU Break-up?
Click to read the ING report.
Monthly Archives: August 2012
EMU: Fixing it is far cheaper than breaking it
Politicians in the ‘core’ countries of the Eurozone are toying with the idea of Greece leaving EMU, which would risk an exodus of other peripheral members. A new ING report suggests that this could be very costly. It assesses the … Continue reading
Posted in Bond Markets, EMU, Macro, Macroeconomics, Uncategorized
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Warped World of Bonds – The Story Continues
A new ING presentation fleshes out and updates the argument set out in the previous ‘Warped World’ report (see below): Forecasters are struggling to cope with heightened political and policy risk (the recent reaction to the ECB’s rhetorical flourishes being … Continue reading
Posted in Bond Markets, EMU, Macro, Macroeconomics, US Treasury Bonds
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Mark Cliffe 