Category Archives: On the cover

On the cover

Front Row: Back to Basics

Front Row represents the personal view of Rodrigo Rodriguez, European Head of developed cash trading for Credit Suisse.

Another Friday, another Front Row, and another election another mess…. when I heard at high school that those who do not know their history are condemned to repeat it…. I was not too sure what they meant. Now clearly I do. So, a practically identical result on the Italian election to that on the first Greek one, the outlier, the anti-everything party gets fantastic results, and the guy who played by the rules gets destroyed ( I hate to say I told you so…but I DID). The market immediately sells off and then the quick bargain hunters get in hoping for a quick recovery that unfortunately only happens in the States, and today we are back to the lows…let’s hope that the repetition of the History stops there as otherwise we are about to have a shocker! Continue reading Front Row: Back to Basics

Front Row: Short France?

Front Row represents the personal view of Rodrigo Rodriguez, European Head of developed cash trading for Credit Suisse.

front row 2Milan beat Barcelona on Wednesday… aside of that being a tragedy….I am sure Silvio narrowed the gap on the back of it and on top of that the Fed starts thinking about reducing QE ….BOE gives a mixed message and the banks return less than expected to the ECB on the LTRO. Finally, BOJ thinks they might have moved too far too fast…definitely very bullish signals?…NOT! Continue reading Front Row: Short France?

My chat at the London Business School about the energy model in Europe

You can access my chat with students at the London Business School, discussing the energy model in Europe, the risks and opportunities for different technologies and the outlook for the economy here:http://www.london.edu/videoandaudio/podcasts/spanishleadershipseriesdaniellacalle.html Continue reading My chat at the London Business School about the energy model in Europe

12 years of the Spanish economy in 12 charts

This article comes courtesy of @_perpe_ (his charts on Twitter in Spanish) and was published here on February 7th, 2013The economy in Spain is going through one of the most difficult moments in its recent history. The terrible crisis that began five years ago is causing very worrying job losses and business closures that will be difficult to recover in the medium term. The austerity measures taken by the government have not had a positive effect on growth so far. At this point, it seems necessary to establish additional structural reforms in order to achieve higher economic dynamism. Continue reading 12 years of the Spanish economy in 12 charts