UK: Tories 28% down in councillors but LibDems down 44% to the levels of 30 years back! * Should Clegg follow in Westerwelle's footsteps? * Did Boris win or did Ken lose London? * Chelsea or Liverpool? * Tomorrow, Sunday, the focus moves eastwards, to France, Greece and Serbia * Und Schleswig-Holstein * Merkonti or Merkemont? * Japan nuclear free! From 30% nuclear before last year's quake to 0% today * Competitiveness: Which of the different narratives are you buying into? #EU #Eurozone * Does the Euroland economy need someone with Gregory House's diagnostics skills, instead of dogmas? #Merkonti #Merkozy * Funny how some ppl try to decode mgs in voting results. Or in markets moves!
Have you read yesterday's NPEurotelex?
Showing posts with label NPEurotelex. Show all posts
Showing posts with label NPEurotelex. Show all posts
Saturday, May 5, 2012
Friday, May 4, 2012
NPEurotelex, May 4: Rain and Pain. Gain?
The austerity of growth, the growth of austerity! * Now many are pro growth but which kind of growth? * The pain in Spain stays always in the ... * Argentina, now Bolivia, .... * On English soil or English grass? * April services down in France, Italy, Spain. But at least one PMI did rise (German Services PMI for April vs March, source: Markit) * The winner in the UK local elections is Labour with 12.5% (Tories 10%, Did not Vote 68%) * Localism, Nationalism, Regionalism (eg EU) or Globalism? * Was low turnout in UK local elections yesterday a sign against Localism? * Treating people the way you want to be treated assumes everyone wants to be treated your way! (phlilosopical) * It's one thing for a country of 15 or 150 million to "convert" to Capitalism, but when one of 1.3 billion does, see world in last 10 yrs (since it joined the WTO)!* Bayrou will vote for Hollande but the gap seems closing, albeit probably too late, but it's closing!
Thursday, May 3, 2012
NPEurotelex, May 3: Barcelonaaaa!!!
PMIs are down all over the place (today: USA) * Mayor of London or NYC? * Europe is learning German and the world Chinese? * ECB rate stable at 1%, still above the BOE and Fed ones * Barcelonaaaa!!!!! * ECOFIN failed to reach an agreement on toughen bank capital rules, British resistance. Next meeting and May 15 * The Web's dying (see Forbes)? * Mermont? * "It's complicated" (UK voting systems) * What do France, Serbia and Greece have in common?
Wednesday, May 2, 2012
NPEurotelex, May 2: Up and Down in Euroland
Is German unemployment up or down? Pick one, depending on your European narrative! * Eurp PMI down, Euro unemployment up * Does Germany need the other Euro partners to export to? * Is Mario Angie's new Euro partner? * MPs elect new President of Hungary today * ECOFIN day today * 7 pts between Francois and Nicolas * Marine voted blank * CRAs upgrade Greece * What happened to the EU2020 Strategy for growth? * Troubles with Euro 2012 (the football one) * In need of euro-vision * Eurovision Song Contest is coming * Spanish economy exporting more outside the EU but did not avoid return to recession * What was the Euro created for? * Which country has the 5th largest population in the Euroland? * Remember the WTO? May 1-2:, General Council, Geneva * Which German state has elections on May 6? * How many European countries (3).
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