Tag Archive: EUROPEAN QE

Q4: More of the Same? 1

Q4: More of the Same?

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Photo courtesy of Ms Eleanor W., Perth, W.A..   Three quarters into the year, let’s take stock of where we are in terms of performance across the different equity and credit asset classes… Continue reading →

Ad Hoc Commentary – the European Franco-German core has virtually no Keynesian capacity

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Greece successfully returned to the global capital markets yesterday and sent some Eurozone government yields tumbling to record lows. Yours truly maintains our prediction at the beginning of the year: “…the European sovereign… Continue reading →

Ad Hoc Commentary – banks as the whipping boy; Buba tacit approval to Europe QE

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“…Wall Street banks and their foreign rivals have paid out $100bn in US legal settlements since the financial crisis, according to Financial Times research, with more than half of the penalties extracted in… Continue reading →