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Archive: July, 2012

Why is Mario back so soon?

European Central Bank President Mario Draghi knows how to influence markets, and so he did last week. After months of staying out (some would argue intentionally absent), he stated the ECB would do whatever it takes to save the euro. He had similar effects the previous few times he spoke or acted (LTROs, etc.). The read more

Martin Anidjar | July 31, 2012

What has changed, what has not

The volatility of the last few months made many people believe 2012 would be a repeat of 2011. We do not see much value in looking for insight about the future in past patterns or charts. A lot has changed since last year, though the main risks remain the same. We believe the risk distribution read more

Martin Anidjar | July 20, 2012

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