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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Daily Market Rates
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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
Nuclear De-Leveraging
12.05.2008
By: Satyajit Das
Equity markets believe the worst is over. Banks also seem to have convinced themselves that the worst is behind us. There is limited recognition of the massive de-leveraging of the global financial system that is under way.
The global euro needs stronger institutions
12.05.2008
By: Wolfgang Münchau
Institutions matter. They create their own agendas. Nobody knows this better than the European Commission itself.
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...