Italy and its politics ..... fascinating of course, and for investors more than a little scary.
ref :- "Italy waits to find out who its new Prime Minister will be" , Bloomberg Markets Luigi Di Maio and Matteo Silvi...
At the risk of being shallow, a quick spin around some of the many things demanding your attention this morning .....
ref :- The Financial Times, Markets and Investing Section Louis Armstrong used to sing about having "so little time, so muc...
Argentina, its famous 100yr Bond, and a great example of that old MATURITY versus DURATION thing .....
ref :- "It is too soon to mock Argetina's century bond" , The Financial Times, Markets and Investing, 11/5/18 ref ...
Crude oil .... and getting your thoughts in order
ref :- "Here's What Oil at $70 Means for the World Economy" Bloomberg Markets Given its importance and our own fasci...
As if we didn't have enough to worry about .... the dollar and Emerging Markets
ref :- "Stormy weather from the US is creating headwinds for EM economies" , Markets Insight by John Authers, The Financial ...
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