… of rising Chinese oil demand; and another rough year for the electric car. The political backdrop in the Middle East, European concerns about natural gas dependence on Russia, and lingering concerns about nuclear power after Fukushima are factors driving countries to seek great...
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…en only 3-4% • Where does this leave us? Only Trump can cut through the logjam. • Woo prefers Europe over US right now. European equities are climbing a wall of worry • Getting positive on energy • Buy the dip in May (-6 weeks). But own early-May or mid-May equity puts now. • Oth...
… [5] The “Eye on the Market” has endlessly chronicled this year the fissures which are now affecting financial markets: European sovereign risk and inadequate bank capitalization; weak labor compensation as an Achilles heel of the US profits recovery, given its negative impact on...
…Financial Promotion) Order 2005. It must not be further transmitted to any other person without our consent. Notice to European Union Investors: Individuals producing recommendations are required to obtain certain licenses by the Financial Regulatory Authority (FINRA). You can r...
…berg, October 2012 “Long term scenarios and strategies for the development of renewable energies in Germany in view of European and global development’, Deutsches Zentrum fiir Luft- und Raumfahrt (DLR), Fraunhofer Institut fiir Windenergie und Energiesystemtechnik (IWES), March...
… outcome may trigger a series of events in Italy that might pose some downside risks to Italian banks and in turn other European banks), the Dutch parliamentary election on March 15, 2017 (the worry here is further advances by the far right party led by Geert Wilders), the first...
…nion. We were also involved in proposed prisoner exchanges which included Sharansky, Nelson Mandela and several Eastern European spies being held by the United States. Neither Sharansky nor Mandela wanted to be part of any exchange for real spies, since they were political dissid...
…the dead from the Second World War, and more urgently, to avoid the pre-war divisions which led to it. Conflict between European empires existed for hundreds of years (1871-1914 was the only period of peace until 1945), so the idea of a united Europe would have seemed appealing i...
…ent services in Canada through its affiliates Sanford C. Bernstein& Co., LLC and AllianceBernstein Canada, Inc. Note to European Readers: This information is issued by AllianceBernstein Limited, 50 Berkeley Street, London W1J 8HA. Registered in England, No. 2551144. AllianceBerns...
…trategies with a preference for debt to benefit from the macroeconomic adjustment process and selling pressure for many European banks. We prefer small-/mid-cap buyouts in North America given the better economic outlook vs. Europe, higher transaction certainty and more attractive...
…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...
…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...
… 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...