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Recent Posts
- Of Europe and Earnings and Chinese Housing
- Weak, but not weak enough – April jobs number won’t alter year’s economic growth forecast
- Why GDP fears may be overblown
- Earnings pull market from Euro-jitters
- This time isn’t different
- A silver lining amid a down week in the markets
- Answering the $64,000 question
- Where do we go from here?
- Spain’s tension point – now and for the foreseeable future
- Buyer and Seller Beware
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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
