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Recent Posts
- Consumer sentiment number helps drive markets higher
- Trading near all-time highs, is market less tolerant?
- Sell in May and go away?
- Absent strong fundamental economic news, markets still surging
- Global markets take a “breather”
- As Japan devalues Yen, keep eyes on Europe
- You can’t always get what you want
- U.S. market sees strong quarter close, but now it’s on to earnings, earnings, earnings
- What impact will Cyprus and contagion risk have on the global economy?
- Contagion alert? Cyprus rejects bailout
Author Archives: Gerard Fitzpatrick
European Sovereign debt
As of 30 March, 2011 Italy and France want Portugal to resolve its debt crisis as rapidly as possible. Why? Let’s start with why global investors allocate to developed sovereign debt in the first instance. Investment portfolios are constructed to … Continue reading
