Showing posts with label NPEurotelex. Show all posts
Showing posts with label NPEurotelex. Show all posts

Saturday, May 5, 2012

NPEurotelex, May 5: Where is Greg House?

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?

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).