Radio Silence
The Eurointelligence team has gone on a short vacation. We will post our next scheduled morning newsletter on Monday, May 19, 2008.
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ECB Watch
So how about this rate increase?
22.04.2008
By: Eurointelligence ECB Watch
Believe it or not: The ECB policy stance is not neutral anymore. The central bank is more likely to raise interest rates now than to cut them.
Comment and Analysis
Equity Analyst Siren Songs
01.05.2008
By: Satyajit Das
According to George Will: "The future has a way of arriving unannounced". That was before equity analysts...
Global adjustment will be long and painful
29.04.2008
By: Wolfgang Münchau
There are no multiple crises - there is only a single crisis, one of global macroeconomic adjustment. It is for that reasons that the finanical crisis is not yet over.
How strong are Spanish banks?
28.04.2008
By: Jaime Pozuelo-Monfort
Spain's banking sector may be strong, but it is taking a big hit by the property crisis at the moment. The real estate crisis will not be over until at least until 2010.