European Real Money Investors Holding On To Euro Area Bonds
ValueWalk - Seeking Alpha - Fri Feb 13, 9:54AM CST
By Michael Ide Single currency European investors haven't pulled out of euro area bonds, but they have reduced their exposure to the EU periphery As the standoff between Greece and its creditors continues, real money European investors have...
ADRU: 23.27 (+0.13), VGK: 54.96 (+0.18), FEZ: 38.50 (+0.17), DBEU: 28.01 (+0.11), FEEU: 111.93 (+1.22), EURL: 33.01 (+0.29), FIEU: 115.69 (+1.37), EZU: 38.29 (+0.09), FEP: 31.22 (+0.12), FEUZ: 32.37 (+0.11), EU: 20.54 (-0.08), IEUR: 45.70 (+0.01), UPV: 47.14 (+0.37), FEU: 35.83 (+0.27), HEDJ: 61.99 (+0.12), EPV: 56.50 (-0.44), SBEU: 25.60 (+0.47), IEV: 44.50 (+0.15), DBEZ: 27.78 (+0.08), ESTX: 46.67 (+1.43), FXE: 112.16 (-0.15), HEZU: 27.28 (+0.10)
Winter Is Coming
The Inflation Trader - at Seeking Alpha - Wed Feb 11, 2:24AM CST
Sometimes being a value investor, amid overvalued (and ever more so) markets, feels a bit like being a Stark in Westeros. The analogy will be lost on you if you do not follow Game of Thrones , but the Starks hold the largest of the sub-kingdoms in...
VGK: 54.96 (+0.18), FINF: 42.47 (-0.64), SPY: 209.78 (+0.86), SINF: 47.80 (unch), GREK: 13.65 (+0.66), INFL: 39.28 (+0.47), EU: 20.54 (-0.08), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.25 (+0.05)
Move To Risk Averse Investments Impacting Securities
Learn Bonds - Seeking Alpha - Mon Feb 09, 3:45PM CST
Last week, the yield on the 10-year German bund fell below the yield on the 10-year Japanese government bond. On Tuesday, February 3, the yield on this German bund closed at 0.35 percent. The yield on the same maturity Japanese bond closed at 0.37...
BUNT: 50.82 (-0.29), EU: 20.54 (-0.08), GGOV: 36.80 (-0.99), BUNL: 27.48 (+0.05)
The Myth Of Central Bank Stimulus And Economic Recovery
Elite Wealth Management - at Seeking Alpha - Thu Feb 05, 5:02PM CST
JGBL: 21.50 (unch), TAPR: 31.63 (+0.44), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), EU: 20.54 (-0.08), JGBB: 49.57 (+0.11), GOVT: 25.33 (-0.06), PLW: 33.20 (-0.21), JGBD: 15.54 (+0.04)
German 'All-Sector' PMI Signals Positive Start To New Year
Markit - Seeking Alpha - Thu Feb 05, 6:47AM CST
Germany's all-sector PMI (a GDP-weighted average of the three surveys' output measures) rose from December's 51.9 to 53.3 in January, thereby signalling an acceleration in output growth in the country's private sector. The data point was a welcome...
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), EU: 20.54 (-0.08), HEWG: 26.41 (+0.01)
What On Earth Is The ECB Up To?
Frances Coppola - Seeking Alpha - Thu Feb 05, 6:35AM CST
The ECB has abruptly announced withdrawal of the "waiver" under which it was prepared to accept Greek sovereign bonds as collateral for liquidity. This created a considerable Twitter storm, with lots of angry people saying the ECB's...
EWG: 29.19 (-0.01), VGK: 54.96 (+0.18), GREK: 13.65 (+0.66), EU: 20.54 (-0.08)
No Grexit, No Haircuts, But Difficult Negotiations Ahead
David Kotok - Seeking Alpha - Wed Feb 04, 4:22PM CST
Financial markets let out a sigh of relief when they learned that the new Greek leftist government led by Prime Minister Alexis Tsipras has put aside its earlier demands that a large share of its debt be written down, that is, forgiven. Instead, the...
GREK: 13.65 (+0.66), EU: 20.54 (-0.08), FXE: 112.16 (-0.15)
Patience - The Fed That Called Wolf
Andrew Hecht - at Seeking Alpha - Tue Feb 03, 6:00AM CST
DBC: 18.30 (+0.20), VGK: 54.96 (+0.18), FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (+0.47), EU: 20.54 (-0.08), FXE: 112.16 (-0.15), UINF: 27.79 (+0.01), BCM: 32.35 (+0.42), DEFL: 58.00 (unch), RINF: 30.25 (+0.05)
Which Countries Managed The Great Recession Better?
Antonio Fatas - at Seeking Alpha - Mon Feb 02, 12:28AM CST
As we compare countries' performance since the beginning of the global financial crisis we try to look for patterns that explain differences in behavior and lessons on how to handle the next crisis. When doing that comparison we sometimes forget that...
EWI: 14.44 (+0.05), EIRL: 36.76 (+0.06), EWG: 29.19 (-0.01), QESP: 49.40 (unch), GREK: 13.65 (+0.66), EWU: 18.91 (+0.09), EWP: 34.41 (+0.42), EU: 20.54 (-0.08), EWJ: 11.93 (+0.14)
My Weekly Commentary: Dangerous Games Of Chicken
Doug Noland - at Seeking Alpha - Sun Feb 01, 8:01AM CST
It's difficult to imagine more challenging analysis. The global nature of the current Credit Bubble creates dynamics and complexities dissimilar to previous Bubble cycles. There are extraordinary uncertainties - in hyper-speculative global markets,...
TUR: 52.00 (-0.06), SPY: 209.78 (+0.86), VGK: 54.96 (+0.18), GREK: 13.65 (+0.66), RSX: 18.05 (+0.39), EU: 20.54 (-0.08), FXE: 112.16 (-0.15), UDN: 22.76 (+0.03), EWZ: 35.05 (+0.57), UUP: 24.91 (-0.01)
UK 10-Year Bond Hits All-Time Low
Learn Bonds - Seeking Alpha - Fri Jan 30, 5:33PM CST
The United Kingdom’s ten-year gilt hit an all-time low in trading on Thursday as the effects of the European Central Bank’s quantitative easing program appears to be taking hold of the country’s debt market. Yields hit a low of...
BUNT: 50.82 (-0.29), EU: 20.54 (-0.08), GGOV: 36.80 (-0.99), BUNL: 27.48 (+0.05)
Mark Carney, I Fully Agree With You
Michael Grogan - at Seeking Alpha - Fri Jan 30, 3:05PM CST
VGK: 54.96 (+0.18), EU: 20.54 (-0.08), FXE: 112.16 (-0.15), EUO: 24.16 (+0.03), ERO: 43.16 (unch)
Despite Skepticism On ECB's QE, There's Reason For Optimism
Sarfaraz A. Khan - at Seeking Alpha - Fri Jan 30, 1:02PM CST
EU: 20.54 (-0.08)
Mark Carney Advocates Fiscal Union For The Eurozone
Ralph Musgrave - Seeking Alpha - Thu Jan 29, 3:12PM CST
Mark Carney (governor of the Bank of England) advocated fiscal union for the Eurozone (EZ) in this recent speech . As he put it: Europe's leaders do not currently foresee fiscal union as part of monetary union. Such timidity has costs. The...
EU: 20.54 (-0.08)
Greece, EMU And Democracy
Antonio Fatas - Seeking Alpha - Thu Jan 29, 2:51AM CST
One more post on Greece, possibly not the last one. Markets are more worried about what is going on and there is more and more talk about the possibility of an exit of Greece from the Euro area. As I have argued in my previous posts, an exit will...
ADRU: 23.27 (+0.13), VGK: 54.96 (+0.18), FEZ: 38.50 (+0.17), DBEU: 28.01 (+0.11), FEEU: 111.93 (+1.22), EURL: 33.01 (+0.29), GREK: 13.65 (+0.66), FIEU: 115.69 (+1.37), EZU: 38.29 (+0.09), FEP: 31.22 (+0.12), FEUZ: 32.37 (+0.11), EU: 20.54 (-0.08), IEUR: 45.70 (+0.01), UPV: 47.14 (+0.37), FEU: 35.83 (+0.27), HEDJ: 61.99 (+0.12), EPV: 56.50 (-0.44), IEV: 44.50 (+0.15), DBEZ: 27.78 (+0.08), ESTX: 46.67 (+1.43), HEZU: 27.28 (+0.10)
June Outlook: Cheap Gold In The Mush Of 1H15
Enzio von Pfeil - Seeking Alpha - Mon Jan 26, 4:06PM CST
Structurally bearish on Europe . Readers know of my distaste for European politicians : they won't reform their economies, and can get away with it on account of cheap money. Intensified Economic Time®. Despite my structural bearishness, we...
DXPS: 26.48 (+0.18), FKU: 41.59 (-0.16), FEZ: 38.50 (+0.17), VGK: 54.96 (+0.18), IEV: 44.50 (+0.15), EWU: 18.91 (+0.09), DBUK: 25.22 (+0.01), EU: 20.54 (-0.08), QGBR: 56.81 (+0.24), FXF: 104.56 (-0.56), FSZ: 39.72 (unch), EWL: 32.82 (+0.02)
ECB Monetary Dominance With 1.14 Trillion Euro QE For March 2015 To September 2016
FX Analyst - at Seeking Alpha - Sun Jan 25, 11:41AM CST
ULE: 17.62 (-0.02), ITLY: 31.58 (unch), URR: 19.48 (+0.08), ITLT: 65.95 (unch), EU: 20.54 (-0.08), EUO: 24.16 (+0.03), GGOV: 36.80 (-0.99), BUNT: 50.82 (-0.29), FXE: 112.16 (-0.15), ERO: 43.16 (unch), EUFX: 42.41 (+0.07), DRR: 55.92 (-0.18), BUNL: 27.48 (+0.05)
ECB's QE Program Surprises To The Upside
Invesco US - at Seeking Alpha - Fri Jan 23, 5:06PM CST
By Rob Waldner The European Central Bank (ECB) said Thursday that it will provide greater stimulus to the eurozone in a determined effort to boost growth and inflation in the region. The ECB announced plans to embark on quantitative easing...
EPV: 56.50 (-0.44), HEDJ: 61.99 (+0.12), FEZ: 38.50 (+0.17), VGK: 54.96 (+0.18), IEV: 44.50 (+0.15), EZU: 38.29 (+0.09), EU: 20.54 (-0.08), FEU: 35.83 (+0.27)
Will Recent European Economic Turmoil Negatively Affect EU Expansion?
Casey Breznick - at Seeking Alpha - Fri Jan 23, 10:30AM CST
IEV: 44.50 (+0.15), EU: 20.54 (-0.08), FXE: 112.16 (-0.15)
ECB Moves To Fight Deflation With New QE Program
Invesco US - Seeking Alpha - Thu Jan 22, 3:24PM CST
By John Greenwood European Central Bank (ECB) President Mario Draghi finally announced a QE program today. Almost two years after I had forecast deflation in the eurozone and a month after deflation became a fact, the Governing Council at last...
EU: 20.54 (-0.08)