MBank: Any Takers for the CHF Portfolio?
We believe that well-capitalised, liquid, mBank SA (MBK PW) is in a sweet spot of higher margin revenue growth and gradual cost efficiencies within...
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EUROZONE: Industrial Production GROWTh Slows ACROSS SECTORS AND COUNTRIES
Weakness in industrial production growth in May was seen across most major sectors and economies, which clearly shows that the Euro Zone industry...
1.4k Views
The Potential for National Financial Default
High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased...
4.7k Views
Eurozone: Seasonally Adjusted Unemployment Rate Continues to Trend Downwards
The Seasonally adjusted unemployment rate in the Eurozone continued its downward trend, coming in at 10.2% in March 2016 compared to 10.4% in...
2.8k Views
Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
201 Views