June 7, 2017
Bloomberg: For the Pound’s Sake, Dot Write May a Blank Check
Brexit will shave 7.5 percent from U.K. GDP over the coming years, and a no-deal Brexit would be even more...
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May 31, 2017
WSJ: A Chance to Restructure the Eurozone’s Financial Architecture
Europe is back in black. France's new president, Emmanuel Macron, and Germany's Chancellor Angela Merkel are now working in tandem.
Continua a leggereMay 22, 2017
The Silver Bullet | Is the Reflation Trade Over?
The global reflation trend that started last year has hit a wall. Inflation expectations are falling back. Bond yields and...
Continua a leggereMay 9, 2017
FT: Macron scepticism won’t pay for investors
It is easy to reassert Euroscepticism but French president's victory will prove turning point.
Continua a leggereMay 4, 2017
The Silver Bullet | Europes Opportunity
As the fog of war dissolves after elections, the contours of a new political equilibrium are emerging across Europe.
Continua a leggereApril 12, 2017
WEF: Brexit could be the best thing that happened to the European Union
In June 2016, the British public voted to do the unthinkable: leave the European Union. For a while there was...
Continua a leggereMarch 31, 2017
The Silver Bullet | Introducing the Brexit Walrus
The time has come, the Walrus said, To talk of many things: Of shoes and ships and sealing-wax...
Continua a leggereMarch 23, 2017
The Silver Bullet | Europes Long Way out of QE Infinity
Alice: How long is forever? White Rabbit: Sometimes, just one second. Alice in Wonderland, by L. Carroll
Continua a leggereMarch 22, 2017
FT: ECB needs to be original on tapering
The Fed is on a clearly flagged path to reduce stimulus, with at least two more rate rises to go...
Continua a leggereMarch 8, 2017
The Silver Bullet | Dont Fret about Frexit
Hey now, baby Get into my big black car Hey now, baby Get into my big black car I want...
Continua a leggereFebruary 20, 2017
The Silver Bullet | Greece: More Melodrachma, No Default
Negotiations on Greek debt are once again about to take a tortuous turn. Today, the Eurogroup meets to decide on...
Continua a leggereFebruary 12, 2017
FT: Why the eurozone will defy sceptics in 2017
"Europe is just uninvestable" says a fund manager at a dinner in Mayfair, "with [Marine] Le Pen in France and...
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