thefrugalplain

I am back, but I cannot promise the posting will be regular going forward. My "focus list" consisting of Spanish and Italian bo...

As the European government debt crisis just seemed to turn the corner, Moody's junked the Portugal today...

Posting will be very light, or even absent in July. For the longer reading the latest macro prospects by Credit Agricole are at your disposa...

With the second round of " Greek bail-outs " already passed the " feel good " kicking of the can down the road goes on....

I have been writing about liquidity glut and low interest rates , and their impact on real economy some time ago. Gerard Minack, the strat...

On a day when markets seek for a Greek relief rally , as the Greek default may appear like mission impossible and the real challenge for Gr...

Nothing really new here for Italian long-term story , but simply worth adding to my "Focus List" consisting of Spanish Government ...

Another "inflection point" on my screens is the mark of 80 Japanese yens (JPY) per 1 US dollar. This is rather important for Japa...

As the interest rate strategists at Commerzbank write today, despite hope for better sentiment in the weeks ahead: At the same time, the r...

Interesting observations by strategists at Nomura today: While June ISM risks are skewed to the downside, growth-related assets seem to be...