…rgy economist focusing on global oil & gas in the commodity research group at Goldman Sachs & Co. and consulted for the European Commission and other public and private organizations. Blanch has a masters degree in public administration from Harvard University and a doctorate in...
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…arkets and the puritanism of American politics are good reasons for this. In our view, you should be spending time with European, Middle Eastern, Asian and Latin American political and business leaders – some of which you of course already do on a daily basis but in a concerted w...
…ange governments, as opposed to perceptions, may ultimately prove more rewarding. Russias wager on the rise of friendly European populist parties already seems to be paying off. After Britain's vote to withdraw from the EU and the triumph of Donald Trump in the United States, the...
…es, the US defence secretary, launched an offensive of his own. In a speech in Brussels, he dismissed most of America’s European allies as a useless bunch of timewasters. I paraphrase — but not much. Mr Gates pointed out that while all Nato countries had voted to intervene in Li...
…cials. Credit e The news flow from the Cypriot bailout continued to push spreads wider and vol higher this week, with European Financials underperforming as creditor bail-in risks returned to the forefront. iTraxx senior and subordinated financials indices widened 20bp as inves...
…hich he will bring to bear on Europe’s fragmented populist populism. According to Stamper, Bannon has established his “European headquarters” in Italy, from where he intends to galvanize European populists. The Italian political situation is completely to his liking, Stamper de...
Preferred themes e High quality dividend yields (sourced from existing European and UK equities) High quality companies with geographically diversified business models that pay sustainable dividends offer an attractive income stream in a low yield world. Historically, dividends...
…Israel, the Iranian side's lone "success" was the July 18 bombing of a Bulgarian bus carrying Israeli tourists — though European investigators last week officially attributed that attack to Iran's Lebanese proxy, Hizballah. That leaves the Islamic Republic itself with a failure r...
… I have two minor questions, because you have mentioned, in terms of UKIP and Front National [unintelligible]. From the European perspective, listening to the language which has become more and more radical from these two parties, especially before the European Parliament electio...
…ama takes his values not from the small towns of America but from “the capitals of Europe.” Obama treats Israel the way European countries do — with “suspicion” and “distrust.” He’s offering “European answers to American problems.” He’s projecting a weak United States: “We’re fol...
our colleagues in European Credit have examined the implications of changing recovery rate expectations across the bank
driving European rates higher. The currency is now close to fair value
…e common currency. ""Ultimately what they are going to need is a firewall that sends a clear signal we stand behind the European project and we stand behind the euro
European and Chinese growth rates disappoint investor expectations and cause the comparatively
Bannon has established his “European headquarters” in Italy