Tag Archives: Macro

Front Row: Back to Basics

Global Economy, On the cover, Sin categoría

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?

Europe, Global Economy, On the cover, Sin categoría

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? →

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 →