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Rising liability with only minimal representation
Taxation without representation provided the rallying cry from American independence. Bundesbank President Jens Weidmann’s complaint of “rising liability with only minimal representation” does not have the same sense of the dramatic. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Oct 9, 2012 at 10:48am
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Will the Bernanke feel lucky on the 13th?
“I know what you are thinking, punk. You are thinking did he fire six shots or only five? Now to tell you the truth I forgot myself in all this excitement. But being this is a . More
Stuart Thomson
Chief Economist, Co-Fund Manager
Sep 11, 2012 at 11:26am
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Europe, US, UK – Still trying to find a way out of the crisis
A recent article in Der Spiegel claimed that the European Central Bank (ECB) is prepared to cap rates in various peripheral countries. The article is light on details and unclear whether the plan would be to target yields or spreads over Germany. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Aug 21, 2012 at 2:27pm
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Mutti Merkel lets the kids stay up an extra hour before lights out
Leaving aside the adroit expectations management, did the European Summit last week make a material difference to the European Sovereign Debt crisis? The simple answer is a modest yes, but these changes were inevitable over the next few months. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jul 2, 2012 at 5:22pm
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Grexit and the break-up of the single currency is inevitable, but not in the near term
• European politicians are not in favour of its exit, but Greece will inevitably leave the euro
• Merkel is balancing Germany’s self-interest with the Bundesbank’s demands and her own election priorities
• Germany is likely to support the survival of the single currency in the short ter More
Stuart Thomson
Chief Economist, Co-Fund Manager
May 29, 2012 at 9:49am
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The French presidential election – a point of inflexion for European politics?
Most opinion polls point to a victory for Francois Hollande over Nicolas Sarkozy in the forthcoming French presidential election. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Apr 18, 2012 at 11:38am
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Bright Light for PIIGS is the Match Sparking the Barbecue
The delayed reaction to the ECB’s three year long-term repo operation has provided a powerful boost to peripheral government bond markets. More
Stuart Thomson
Chief Economist, Co-Fund Manager
Jan 31, 2012 at 2:15pm
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