…ll steepening (2yr -48bps, 2510s +28bps) = 10 quarters, bull flattening (2yr - 27 ps, 2510s -30bps) = 12 quarters Long Europe equities via yield stocks & index dividends We continue to run two yield related trades in European equities. First, we remain long a broad selection of...
Results for “Euro area”
Search across the indexed text of every released document.
Names that match “Euro area”
737 documents found
…y Treasuries versus 30y matched Libor swap at 3mL+56bp. Target 3mL + Obp, stop loss 3mL+75bp. Tail risk 2: Comeback of Eurozone risk premia EZ risk hedges: 30s50s flatteners in BTPs, buy EUR/HUF vol In Europe, the biggest market risk for 2017 is arguably a comeback of stress o...
Eurozone political calendar 2017 4 December: Italian constitutional referendum Our base case is a close “No” vote where Renzi stays and no snap election, given current polls and the outstanding electoral reform court case. BTPs and the banks recaps remain a tail risks for the I...
…ministration could staunch the flow of trade—an outcome that would be particularly damaging to emerging markets. And in Europe, a victory of the far right in the French presidential election could unleash fears about France exiting the European Union and endanger the survival of...
From: Thomas Jr., Landon Sent: 11/14/2016 3:32:12 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HR...
…eal? Seems too obvious. On Thu, Nov 10, 2016 at 4:58 PM, jeffrey E. <[email protected]> wrote: long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57 PM, Thomas Jr., Landon________________________F wrote: You called it! How are you positioned re market...
lucasferreira | Brexit A© nova tentativa britA¢nica de flexibilizar 23 Jun 2016, 0 | positive mf comunidade europeia https://t.co/6bDT FvqvfF 07:30 - CEST BetOnPolitic | BREXIT: THE UK DECIDES 23 Jun 2016, | Odds for 0 | negative Ss 07:30-CEST | every Get 4/1 Remain or 10/1 Leave...
Chart 27: 3% Global GDP growth the tipping point for EPS Europe trailing EPS growth vs World GDP Chart 28: Synchronised rise in leading indicators globally augurs well for earnings recovery — especially if PMs kick on to or above mid-50s 50% 7% 65 60 40% - ' 0 30% 504 20% : 56...
…a 23 Jun 2016, | EspaAta 4 | neutral Semana EconA?mica: el Brexit. 07:30 - CEST https://t.co/O0lI7Y2zGoqP fxnewsfeedc | Euro to Look Past PMI Data with "Brexit" Worries at 23 Jun 2016, 0 | positive om the Forefront https://t.co/z8L41rploJ 07:30 - CEST hanshafner | Yes! | can't wa...
…5 vols off 1.0930 spot)(1 Apr 2016) 4 Liquid Insight | 22 September 2016 * EUR is underpricing Brexit and that shorting Euro was a cheaper way to express such a view via options. CHF tends to perform strongly when risks become more localized. Closed on 28 Aug 2016: Buy EUR/USD 6m...
…is right. Since I began working on this piece in September, Epstein predictions about the price of oil, yen, ruble, and euro have all born out. ((If I had invested $100,000 the way Epstein said I should in early HOUSE_OVERSIGHT_022851
… the U.S. Specialists in TV but can also handle radio and print. Offer full tracking and reporting to determine ROI. » Euro RSCG (Cross Media) ( http://www.eurorscgedge.com /) One of the worldwide leaders in DRTV media across all platforms. » Canella Media Response Television...
…e this? Probably. Will there be strains along the way? There have to be." Unlike many Australian leaders, Keating is a Europhile. "I think the European project is the most significant project since the second world war," he says. But he sees two huge blunders made in Europe. Fr...
From: jeffrey E. [[email protected]] Sent: 11/14/2016 3:34:18 PM To: Thomas Jr., Landon Subject: Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HRC to w...
…tually improving relative to recent history. The sector is the biggest direct beneficiary of corporate QE in the UK and Euro are (more than half of the sector are eligible for the ECB’s Corporate Sector Purchase Program) meaning it can gain more than most other sectors from poten...