Louise Cooper Finance economics markets retail business
 

Economic Data

Valentine’s Day-ta

 

Thursday, February 14th, 2013

Roses are red, Violets are blue, GDP’s down, Equities too. The GDP data out across Europe this morning has spread more depression than love. 4Q German output fell 0.6% qoq, worse than forecasts of a 0.5% fall.  In total the German […]

Affirming Trends.

 

Wednesday, February 13th, 2013

The newsflow today reaffirms some of the main themes that have been in place since the early crisis: European Economic weakness Squeezed European consumers Indebted governments Troubled financial firms There is little actual fundamental evidence that these themes are going away and in […]

Osborne on Banks…

 

Monday, February 4th, 2013

Osborne on Banks… In Bournemouth later, George Osborne will announce plans to “electrify” the ring fence between “casino like” investment banking and “safe” retail banking. Millions of words will be written about his speech and so I will restrict myself […]

Europe’s banks are safe now?

 

Wednesday, January 30th, 2013

“The ECB has gone from explicitly funding European banks to implicitly funding their governments.”  Today sees 218 banks repay E137bn of emergency funding back to the ECB.  It is the first chance that financial institutions in the Euro system can give back any of […]

Lessons on QE from America…

 

Tuesday, January 29th, 2013

If you’re going to take the QE, currency debasement path…. make sure your exporters benefit. The Federal Reserve meets today and tomorrow.   It is likely to continue with its $85bn a month of asset purchases (QE infinity) and according to […]

Sterling Crisis

 

Monday, January 21st, 2013

Sterling Crisis? There has been much comment recently on Sterling weakness.  The pound is down from $1.6250 to $1.5877 since in just the first few weeks of 2013.  Last summer, one pound bought over E1.28, now it only buys E1.19.  The big question is whether this is […]

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