Deutsche Bank Research

EMU GDP growth – contraction bites

EMU GDP growth – contraction bites

EMU Q2 GDP contracted by 0.2% qoq. France avoided a fall in output and Germany grew at a solid pace, but Italy and Spain are still in the doldrums.

 Deutsche Bank Research

Euro-area banks exiting the US

Euro-area banks exiting the US

Since the outbreak of the financial crisis in 2007, Europe’s banks have been gradually retreating from the US market.

 Michael Hudson

Financial Predators v. Labor, Industry and Democracy

Financial Predators v. Labor, Industry and Democracy

Europe’s sovereign debt crisis in historical perspective.

 Deutsche Bank Research

ECB – Deflating exaggerated expectations

ECB – Deflating exaggerated expectations

Even if the ECB joins forces with the EFSF/ESM in buying government bonds its mandate, with price stability as the primary objective, will ultimately put a lid on the size of its interventions.

 John Browne

Promises, Promises

Promises, Promises

Draghi and Bernanke know that markets need to be talked up, and they continue to do so unapologetically.

 Luis Martín

77.9 per cent of Spanish voters have little or no confidence in Rajoy: poll

77.9 per cent of Spanish voters have little or no confidence in Rajoy: poll

CIS poll confirms PM’s rapidly deteriorating popularity.

 Peter Tchir

I think you can consider Spain shut out of the debt markets

I think you can consider Spain shut out of the debt markets

I wouldn’t trust anything now until they have a program in place with the ECB.

 Peter Tchir

All Hands on Deck or Abandon Ship for the EU

All Hands on Deck or Abandon Ship for the EU

It’s time For Europe to stop screwing around.

 Jeff Harding

The Scarlett O’Hara Approach To Solving The Eurozone Crisis

The Scarlett O’Hara Approach To Solving The Eurozone Crisis

It is highly likely that the Germans’ resolve against money printing will dissolve in the face of panic.

 Deutsche Bank Research

China decelerating, EU banking union, and financial disintegration in Europe

China decelerating, EU banking union, and financial disintegration in Europe

DB Research comments on China, the EU’s banking union and the outlook for Europe’s financial system.

 Michael Hudson

The Weaponization of Economic Theory

The Weaponization of Economic Theory

Europe’s three needs: a debt write-down, a real central bank, and a more efficient tax system.

 John Browne

Germany Loses to Italy, Again

Germany Loses to Italy, Again

Last week’s agreement should not be seen as anything less than a victory for the printing press.