Category Archives: On the cover

On the cover

G-20: Beware of Protectionism and Devaluation

Global Economy, On the cover, Sin categoría

This article was published in El Confidencial on February 2013 and in The Commentator.

“Protectionism Teaches us to do to ourselves in time of peace what enemies seek to do to us in time of war”. Henry George.

The G-20 summit this weekend was fun. Like the famous Shaggy song “It Wasn’t Me”, everyone denied any currency war or protectionism. However, concerns about rising intervention are not irrelevant when economies are shrinking, as data showed in Germany, France or Italy, or in exhaustion, as we saw with industrial production in Brazil or Mexico. Continue reading G-20: Beware of Protectionism and Devaluation →

Exports and Deficits. Two Sides of a Difficult Coin

Global Economy, On the cover, Sin categoría

This article was published in El Confidencial on February 2013

“Spain Has Potential to Drag Down The Whole Euro Area” Fitch
“The worst is behind us” Barclays

Last week Francois Hollande, France’s president, said that “the Euro crisis has passed” and just as he spoke, peripheral countries’ bond yields soared. Continue reading Exports and Deficits. Two Sides of a Difficult Coin →

Front Row: What history tells us and what could change

Global Economy, On the cover, Sin categoría

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

Short week for me as I went back to my home country for a long weekend to do the follow up on  little Rods’ helmet and his overall health. It is amazing how much you learn by observing and listening in the doctors waiting room. Continue reading Front Row: What history tells us and what could change →

Fracking concerns addressed

Global Economy, On the cover, UK
US+gas+vs+Euro+gasChart: US gas price -44% since shale gas revolution, Euro gas +23%, UK gas +30% (in USD)… Ban fracking! 🙂

We live in panic times. Horror stories abound about shale gas, the energy revolution that has taken US gas prices to the lowest level in decades, has created 2.1 million jobs, 75 billion in tax revenues, 283 billion in GDP, and raised household income up by $1200/yr (source: CERA) … Continue reading Fracking concerns addressed →