This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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29 Apr 13
Italy - Letta Has A Go Update
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
21 Apr 13
Italy - Napolitano - Act Two
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
02 Apr 13
Europe - Stepping Back
#Finance#Strategy Archive#Economy#Europe#Spain#Italy#Ireland#Portugal#Sovereign Bond Markets#Eurozone Crisis#Bailout Programme#Government Stability#Peripheral Countries#Pound Sterling#UK Gilts
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
08 Mar 13
Pushing Back The Manufacturing Revival Update
#Politics#Strategy Archive#Economy#Fiscal Policy#Growth#Italy#Manufacturing#Equity markets#Metals#Capital Goods#Industrial Sector#Bases#Exposure
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
06 Mar 13
The Cleft Stick
#Markets#Strategy Archive#Economy#Equities#Italy#Manufacturing#Base Metals#Capital Goods#South African Rand#QE#Nikkei#Euro)#Fiat Currencies (Polish Zloty#Mexican Peso#Philippine Peso)#Non-Fiat Currencies (Hungarian Forint#Pound
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
28 Feb 13
Europe - Financial Fragmentation - Deja Vu
#Elections#Yen#ECB#Strategy Archive#Dollar#Eurozone#Europe#Spain#Italy#Ireland#Sovereign Bonds#Financial Fragmentation#Safe Havens#Portugal
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Feb 13
Spain - Out Of Intensive Care
#Finance#Politics#Germany#Strategy Archive#Economy#Spain#Italy#Sovereign Bonds#Labour Market#Reforms
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
31 Jan 13
To A T
#Finance#Strategy Archive#Spain#Fiscal Policy#Italy#Ireland#Manufacturing#US Economy#Global Markets#Bonds#Investment Strategy#Sovereign Debt#Portugal#European Banks#Sequester
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
23 Jan 13
Europe - Liquidity Risks
#Elections#Strategy Archive#Eurozone#Spain#Italy#Liquidity#Banking System#European Central Bank#Financial Crisis#Peripheral States#Financial Sector Reforms
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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