Daily Archives: September 12, 2011

Brain candy for the commute home September 12th

Bond yields, especially in the US, have fallen a lot in the last few weeks. Falling bond yields usually forecast recession.

Here are some interpretations of current bond yields dynamics:

James Hamilton and Cullen Roche


“Independent” analysts and the Greek crisis

While researching for news on the Greek drama this morning I came across this analysis from an ING analyst.

Obviously he does not see a default from the Greek government, in the short term. Good news for him and his bank I would add.

Now, here is my question: where can I find the analyst that will enlighten me about ING’s default probabilities on the back of their investments in Greek bonds (and not only)? ING share prices have fallen 42% this year since their high of 9.5 EURO/share to 4.48 EURO/share today.


4 solutions to save the Romanian economy

Immediately after the global crisis touched our shores in latter part of 2008, Romanian government turned to IMF for cash and wisdom. Continue reading


While you were sleeping September 12th

I hope you had some fun this week-end as you will have to process a lot of information left over from Friday, new things that came out during the week-end and more issues that will come out throughout the week. I know, amid all this you are also required to do your job. Continue reading