Monthly Archives: November 2010

Risk sees a very black Friday as trifecta of periphery concerns, Korean tension, and cautious RBA sentiments quell preliminary US holiday retailer optimism

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Irish budget proposal released as funding concerns elevate on back of LTRO

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DPRK back at it again while Cowen (and by extension, entire Irish bank bailout) faces no-confidence vote

Download full PDF (with charts included) here. One of the wildest trading sessions of the year today as the day started out volatile as ever on news that North Korea fired artillery shells at South Korean forces at Yeonpyeong Island. … Continue reading

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Fireworks out of Ireland and Cisco drown G20 non-progress

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Data shows global imbalances grew ahead of likely-deadlock in G20 tomorrow

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Private payrolls beat, reflation trade back on, EONIA back below 50bps

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Bad is bad and good is good again

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