by codegenie | Feb 1, 2017
Is Europe Finished? Should we short EU Govt Bonds soon? We are seeing significant nationalistic and populist trends worldwide, Europe is no exception. 2017 is the year of significant change in the European political landscape with France going to the polls in the very...
by codegenie | Dec 14, 2016
Italian Banks Clean-up time – Running out of time Investors biggest criticisms and concerns in looking at Europe is that its banking system has yet to be completely cleaned up. Specifically Italian banks stand out as the biggest problem in the banking sector due...
by codegenie | Nov 16, 2016
LNG Capital CIO sees Italy referendum loss, debt sell-off By Simon Jessop LONDON (Reuters) – The founder and chief investment officer of credit hedge fund LNG Capital said the Italian government will likely lose a December referendum on reforming the structure...
by codegenie | Nov 15, 2016
Just when you thought it was safe to invest in bonds again, we are seeing bond yields increase globally on the back of Trump winning the US elections. More importantly we believe that we will begin to see very similar changes of government across the EU with French...
by codegenie | Nov 9, 2016
Brexit Squared – What Trump’s Victory Means for Bonds Our initial observation is that Globalization has run into a wall. Brexit in the UK and the election of a right wing Republican president running on a platform of protectionism and immigration reforms...
