Tag Archives: Russia

Chriistine Keeler (r) and Mandy Rice-Davies driving away after t

Bond market doesn’t believe Austrian bank management…

It’s deja-vu all over again as Yogi Berra would say….but if you’re a CFO of Austrian bank Raiffeisen International you’d say “Despite ongoing speculation, I want to reassure the market that no capital increase is planned”….

January 27th, 2015 by

Financials

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gift wall st

Banks: The gift that keeps on giving…. to bankers!

JP Morgan has just missed earnings expectations on Wall St. As the mega name in a sullied sector that’s not a great start to 2015 but, frankly, everywhere you look it’s not great news for investors in the bank sector….

January 14th, 2015 by

Financials

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bond calls putin

Will Putin listen to the bond market?

President Clinton’s advisor James Carville has famously said reincarnation holds lots of opportunities to return with influence  “But now I want to come back as the bond market. You can intimidate everybody”.

April 15th, 2014 by

Debt

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russian troops crimea

Russia: The cost of conquest…..

President Obama talks “red lines” and “costs”. One suspects Russia’s oligarchs are wanting to talk wealth obliteration with Vlad the Invader.

March 14th, 2014 by

Financials

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ukraine support

Ukraine short of real support….

It’s not just the Ukrainian currency struggling for support. The stakes are too high for Europe or the US to risk much more than stern words and thus gives Russia room to squeeze Kiev’s new government.

February 28th, 2014 by

Editorial

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olympic ski

Chart: Watch the Russian ruble…..

Olympic venues have often pre-dated financial crises if we think of Montreal, Moscow, Barcelona and Athens. The Argentine peso has grabbed the early year headlines but the Russian ruble is next worst in the FX tables.

February 4th, 2014 by

Style & Sector Trends

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meet the russians

UK reaps rewards of preferred global deposit box status…

Anyone see “Meet the Russians” last night? Just the 300,000 Russians living in London now but the UK isn’t just meeting the Russians. The Chinese, Italians, Greeks and other global wealthy citizens in need of a home, or a home … Continue reading

October 17th, 2013 by

Government

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maarsrover

MAARS looks for Cyprus fallout in US stocks!

Recently we used MAARS to identify quality stocks at risk in a rising market but the Cyprus crisis raises the spectre of a shock as far as US capital markets.

March 21st, 2013 by

Style & Sector Trends

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laikiqueue

Cyprus: Too late for Laiki Bank or Russia?

The headlines are sensational, the EU is in panic yet financial markets remain relatively calm. We believe there’s another problem brewing….

March 21st, 2013 by

Financials

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tankerfire

Syria: Game over?

Was it only September the Syrian regime were texting rebel forces with the chilling message “Game Over”?

December 13th, 2012 by

Editorial

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