REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity
More debt without bank equity is a problem
Eurozone | BTP/OAT | Not Enough Bank Equity
BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe
Italy | BTP-Bund spread to widen further
Dark clouds gathering across the EU in the coming days/weeks
Deutsche Bank | The next limping gazelle
It took 5 days for the market to identify the next limping gazelle.
GERMANY: Weidmann’s resignation and the euro dilemma of the political right
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GERMANY: More substance, less lingo is needed as coalition talks begin
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GERMANY: “Traffic light” perspectives for European and fiscal issues
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GERMANY: The fault lines to overcome for a traffic light coalition
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GERMANY: Scholz is the election winner, but the proof is in the coalition talks
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Germany – economic challenges for the new government
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