Yearly Archives: 2014

Greece’s election: The euro’s next crisis | The Economist

As another sovereign crisis looms ahead and 2014 draws to the end, I look forward to grabbing the newest issue of The Economist from my mailbox but before it gets delivered a glance at the web version of this very interesting article will do: Greece’s election: The euro’s next crisis |

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The Economist’s Xmas Issue

The Economist’s Christmas double issue is a classic you shouldn’t miss at all, check it out here 20141220_cover_ww | The Economist.

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Stock markets valuations

As the year draws to a dismal conclusion for the recession-hardened euro periphery, I want to update my recent seminar on valuations with this chart comparing PE multiples across a selection of stock markets. Though stock indexes have been partying on new highs after the anxiety-driven correction of mid October,

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Christmas & economics, a strange couple

Nobel laureate Prof. Daniel Kahneman writes that optimism is the engine of capitalism and that ‘optimistic individuals play a disproportionate role in shaping our lives’. And as this year’s Black Friday sales results put us onto a gloomier Holiday season, how about a good ignition of optimism or perhaps just

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MS Global Investment Committee on Nov. 18th

Morgan Stanley’s Global Investment Committee strategy looks rather positively at European stocks, check this out on Global Investment Committee, and think back on when you last went through your tactical vs. strategic asset allocation choice.

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European stock exchanges in the spotlight

Check out stock exchanges’ stocks before you delve into more security picking. As the Economist went to press with this interesting article (European equity markets: Spoiling for a fight | The Economist) markets were on the move.

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Liquidity risk and ECB stress tests

As the ECB stress tests promote a good chunk of our hard battered banks, executives still fret about the regulatory liquidity requirements coming into effects in the following months. Two requirements, aimed at insuring banks have proper inventories of liquidity to overcome a stressful and protracted strained environment, are keeping

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Productivity: Technology isn’t working | The Economist

Productivity: Technology isn’t working | The Economist.

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