Posts Tagged ‘economic

The final ECB cut

7 May 2009

Forget the creepy predictions about Tokyo-style deflation. The predicted inflation in the Euro zone in five years has been rising to the highest level this year. Not predicted by some Brussels government agency, but based on the difference between the yields on inflation protected bonds and conventional bonds. In five years the predicted inflation for [...]

Editors in the financial press need a lot of imagination to describe the distressed world around us. Cutting jobs, slashing dividends and reducing estimates are the most common lines on the front page and hardly leave any room for poetic creativity. Enter the zombie banks. The term financial “Zombies” has been coined by economist Edward [...]

After reading Paul Kedrosky’s post about Harvard’s portfolio changes I decided to walk through its holdings in the latest SEC 13F report. Top investments where clearly some Emerging Markets ETF’s, but assumed this was because of the concentration of Emerging Market investments in a few lines, while regular stock holdings were scattered in a lot [...]

“There are three types of lies – lies, damn lies, and statistics”, a famous quote attributed to the British politician Benjamin Disraeli. As of today we can add the bubble charts. Researchers from JP Morgan messed up their data on the capitalization of banking stocks terribly. The lay offs apparently have reached the researchers in [...]

A wave of bankruptcies will hit the US stock market according to Gunnar Stangl, strategist at Dresdner Bank in Frankfurt. “The crest of the wave is still going to hit us. Bankruptcies are really just like a slow avalanche”. Impressing chart. Busy with option expiration today. (click for larger picture)


  • anonymous: The AMX and FMX Index contracts will go into pre-open 16:40 (CET) All other AEX contracts will go i [...]
  • Cees Vermaas: Bel futures will open at 16:35 (CET) and the option at 16:37 (CET) Members are advised to check the [...]
  • anonymous: Due to a technical issue trading in AEX (including the AMX & FMX) and Bel futures and options co [...]
  • anonymous: and again!!!! i love it [...]
  • anonymous: Only the amsterdam segment of Enxt is having problems, its a conspiracy......... [...]
  • anonymous: All trades done during the opening of the Amsterdam individual stock options and Amsterdam Currency [...]
  • anonymous: Opened....and closed again. [...]
  • anonymous: Euronext Liffe is closed....again. [...]
  • anonymous: yes its very moronic to even read the article with headline of Dow 100,000 .. what's more moronic th [...]
  • anonymous: So you quote someone, without actually reading his article, and call him a moron based on that? Now [...]

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