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EU Sovereign Debt Crisis - The ECB Toolbox
The ECB will "do whatever it takes" in a Eurozone sovereign debt crisis, but not before spreads are much wider. QS maps the ECB tool box, from TPI and PEPP to OMT and the ESM, shows who authorises each tool, and explains why we stay short French and Spanish 10 yr bonds and the Eu…
EU Sovereign Debt Crisis
We are heading for an EU sovereign debt crisis. France has no political way out of crisis, Spain's youth-driven housing crisis is likely to bring right-wing populism to power, and Germany and Italy are little better. The ECB will ultimately step in rather than end the euro, but t…
Sovereign Debt – Global Consequences & the Chinese Dichotomy
Sovereign Debt – Global Consequences & the Chinese Dichotomy Sovereign bond yields will go on rising. The two drivers: inflation and fiscal deficits, will both deteriorate and see to that. Energy inflation will rise as inventories continue to fall. The Hunger Wave of disrupted gl…
Europe - Stepping Back
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.
Europe - Delivering The Cat 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.