Hints and tips:
...(Axiom Alternative Investments’ Jérôme Legras’s Alphaville provides a helpful explainer.)...
...Charles Seville, co-head of Americas Sovereigns at Fitch Ratings, says: “In cutting rates by a quarter-point . . ....
...According to Fitch Ratings, more than a third of central banks have eased in the past six months, the most abrupt shift since 2009. Growth has slowed in China and collapsed in Germany....
...Fitch says that after basically stabilising in 2017, the Fed balance sheet will shrink by around $315bn this year and $437bn in 2019 as it allows assets it has been holding to mature....
...PANELLISTS: Frances Coppola, Financial Writer, Coppola Comment; Tyler Cowen, Professor of Economics, George Mason University; Srinivas Thiruvadanthai, Director of Research and Managing Director, The Jerome...
...Fitch, the rating agency, expects that ratio to rise again in the 2016 test, pushing closer to a 30 per cent dividend payout threshold that the Fed has said will receive closer scrutiny....
...On Friday, Fitch and Standard & Poor’s joined Moody’s and put the bank’s credit rating on negative watch....
...Last month the Spanish sovereign was downgraded by Fitch Ratings, with its banks following swiftly thereafter....
...Related links: Fitch downgrades four emerging markets – FT Reality for emerging markets – John Plender / FT Emerging market default risk grows – FT Appetite for emerging markets will recover – Jerome Booth...
...“The main factor in the present financial crisis was the failure of the ratings agencies and the present regulation in Brussels will not prevent a repetition of the subprime crisis,” Jérôme Cazes, Coface...
...If you believed the Jérôme story, you should buy....
...The question being asked by some in the markets is: was the Fed duped into a clumsy and panicked move by the clean-up operation for Jérôme Kerviel’s mammoth losses for the French bank?...
...It was Jérôme Kerviel’s moment of fame. The news of SocGen’s huge loss was stunning. But the FTSE-Eurofirst 300 banking index gained 6 per cent at the opening....
...But it will. ……………………………………………………………………………………………………… Now that S&P, Fitch and Mooody’s ratings of commercial/financial debt is being called into question, what is your opinion on their rating of sovereign...
...Jerome Booth, head of research at Ashmore Investment Management, an emerging markets specialist, notes in a monthly report that there is a greater appreciation for the medium and long-term diversification...
...Jerome Cheng, vice president and senior credit officer at Moody’s, says it is difficult to keep track of the market....
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